BANNERMAN WEALTH MANAGEMENT GROUP, LLC - Portfolio overview

BANNERMAN WEALTH MANAGEMENT GROUP, LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 31.58%
2. DFCF - DIMENSIONAL ETF TRUST, 11.10%
3. DFAI - DIMENSIONAL ETF TRUST, 9.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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