Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Brand Asset Management Group, Inc. (CIK 1748766) reported $384.5M across 193 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEMG ($35.4M, 9.21%), IJH ($31.4M, 8.16%), VO ($15.5M, 4.04%), VONG ($15.1M, 3.92%), DFIS ($15.0M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | $35.4M | 9.21% | 507,751 | Trimmed |
| 2 | IJH | ISHARES TR | $31.4M | 8.16% | 464,659 | Added |
| 3 | VO | VANGUARD INDEX FDS | $15.5M | 4.04% | 54,114 | Added |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $15.1M | 3.92% | 137,582 | Added |
| 5 | DFIS | DIMENSIONAL ETF TRUST | $15.0M | 3.89% | 444,178 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $14.2M | 3.69% | 574,087 | Added |
| 7 | IWF | ISHARES TR | $12.6M | 3.28% | 29,560 | Added |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | $12.3M | 3.21% | 131,630 | Added |
| 9 | SCHM | SCHWAB STRATEGIC TR | $11.8M | 3.06% | 379,628 | Trimmed |
| 10 | SCHX | SCHWAB STRATEGIC TR | $11.3M | 2.94% | 440,537 | Trimmed |
| 11 | SCHE | SCHWAB STRATEGIC TR | $11.0M | 2.86% | 334,074 | Added |
| 12 | SCZ | ISHARES TR | $11.0M | 2.85% | 139,741 | Trimmed |
| 13 | SCHA | SCHWAB STRATEGIC TR | $9.9M | 2.57% | 340,474 | Added |
| 14 | SCHV | SCHWAB STRATEGIC TR | $8.3M | 2.16% | 271,819 | Added |
| 15 | SCHC | SCHWAB STRATEGIC TR | $8.2M | 2.12% | 174,448 | Trimmed |
| 16 | IVV | ISHARES TR | $8.0M | 2.08% | 12,217 | Added |
| 17 | IWD | ISHARES TR | $6.1M | 1.58% | 28,477 | Trimmed |
| 18 | VB | VANGUARD INDEX FDS | $5.6M | 1.44% | 21,213 | Added |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $5.0M | 1.31% | 34,439 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $4.6M | 1.19% | 157,585 | Added |
| 21 | ILCB | ISHARES TR | $3.5M | 0.92% | 39,160 | Trimmed |
| 22 | BSV | VANGUARD BD INDEX FDS | $3.3M | 0.86% | 42,382 | Trimmed |
| 23 | ILCG | ISHARES TR | $3.1M | 0.81% | 32,557 | Trimmed |
| 24 | IMCB | ISHARES TR | $3.0M | 0.77% | 35,698 | Trimmed |
| 25 | AAPL | APPLE INC | $3.0M | 0.77% | 11,670 | Added |
Source: SEC Form 13F filings · as of 2026-03-31