Bannerman Wealth Management Group, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $44.5B, Dimensional ETF Tr Core Fxd In with a value of $16.8B, Dimensional ETF Tr with a value of $12.5B, Dimensional ETF Tr U S Small C with a value of $12.1B, and American Centy ETF Tr Avantis with a value of $11.4B.
Examining the 13F form we can see an increase of $5.35B in the current position value, from $136B to 141B.
Bannerman Wealth Management Group, LLC is based out at Lewisville, TX
Below you can find more details about Bannerman Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
