Bannerman Wealth Management Group, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $136 Billion distributed in 31 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 $43.2B, Dimensional ETF Tr Core Fxd In with a value of $16.1B, Dimensional ETF Tr with a value of $11.7B, Dimensional ETF Tr U S Small C with a value of $11.3B, and American Centy ETF Tr Avantis with a value of $10.6B.
Examining the 13F form we can see an increase of $5.38B in the current position value, from $130B to 136B.
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.
