BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q3 2026 13F filing
Updated 10 days ago36 disclosed positions worth $174.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $56.5M | 1.27M | 32.33% | Added(+2.2%) |
| 2 | H DIMENSIONAL ETF TRUST | $18.9M | 470.5K | 10.80% | Added(+5.1%) |
| 3 | C DIMENSIONAL ETF TRUST | $15.9M | 383.2K | 9.09% | Added(+3.7%) |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $15.7M | 203.2K | 9.00% | Added(+5.9%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $15.4M | 169.8K | 8.79% | Added(+3.8%) |
| 6 | N DIMENSIONAL ETF TRUST | $6.8M | 172.1K | 3.87% | Added(+2.0%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $6.5M | 99.2K | 3.70% | Added(+4.1%) |
| 8 | ? N/A AMERICAN CENTY ETF TR | $6.3M | 57.9K | 3.63% | Added(+4.7%) |
| 9 | ? N/A AMERICAN CENTY ETF TR | $5.3M | 41.3K | 3.03% | Trimmed(-1.2%) |
| 10 | ? N/A DFA INVT DIMENSIONS GROUP IN | $4.2M | 174.3K | 2.41% | — |
| 11 | E ISHARES TR | $3.8M | 78.2K | 2.20% | Added(+3.7%) |
| 12 | N NVIDIA CORPORATION | $3.4M | 14.9K | 1.95% | Trimmed(-0.3%) |
| 13 | E ISHARES TR | $1.9M | 7.6K | 1.08% | Trimmed(-2.2%) |
| 14 | A AMAZON COM INC | $1.5M | 5.9K | 0.85% | Added(+1.5%) |
| 15 | ? N/A DIMENSIONAL ETF TRUST | $1.4M | 25.5K | 0.80% | Unchanged |
| 16 | ? N/A AMERICAN CENTY ETF TR | $1.2M | 29.9K | 0.67% | Trimmed(-2.5%) |
| 17 | A APPLE INC | $1.2M | 3.5K | 0.66% | Added(+0.2%) |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $952K | 11.6K | 0.55% | Added(+6.5%) |
| 19 | E ISHARES TR | $910K | 13.6K | 0.52% | Trimmed(-0.7%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $759K | 8.4K | 0.43% | Trimmed(-0.3%) |
| 21 | V VANGUARD INDEX FDS | $714K | 7.9K | 0.41% | Unchanged |
| 22 | M MICROSOFT CORP | $696K | 1.4K | 0.40% | Added(+9.1%) |
| 23 | ? N/A AMERICAN CENTY ETF TR | $623K | 6.6K | 0.36% | Added(+0.9%) |
| 24 | V VANGUARD INDEX FDS | $570K | 814 | 0.33% | Added(+2.5%) |
| 25 | ? N/A AMERICAN CENTY ETF TR | $471K | 4.0K | 0.27% | Unchanged |
| 26 | A ALNYLAM PHARMACEUTICALS INC | $456K | 1.9K | 0.26% | Trimmed(-1.8%) |
| 27 | V VANGUARD INDEX FDS | $434K | 1.2K | 0.25% | Added(+8.4%) |
| 28 | W WASTE MGMT INC DEL | $334K | 1.6K | 0.19% | Added(+0.9%) |
| 29 | B WISDOMTREE TR | $298K | 3.4K | 0.17% | Added(+1.8%) |
| 30 | G ALPHABET INC | $279K | 812 | 0.16% | Trimmed(-6.5%) |
| 31 | D DISNEY WALT CO | $274K | 2.6K | 0.16% | Unchanged |
| 32 | M MCKESSON CORP | $266K | 311 | 0.15% | Trimmed(-17.5%) |
| 33 | E ISHARES TR | $244K | 2.4K | 0.14% | Added(+0.0%) |
| 34 | M MICRON TECHNOLOGY INC | $243K | 228 | 0.14% | Trimmed(-13.0%) |
| 35 | G ALPHABET INC | $227K | 666 | 0.13% | Trimmed(-7.0%) |
| 36 | M META PLATFORMS INC | $207K | 285 | 0.12% | — |