Bannerman Wealth Management Group, LLC Portfolio Holdings
Bannerman Wealth Management Group, LLC
- $122 Billion
- Q1 2025
Bannerman Wealth Management Group, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 34 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 $39.4B, Dimensional ETF Tr Core Fxd In with a value of $17.2B, Dimensional ETF Tr U S Small C with a value of $10.1B, Dimensional ETF Tr with a value of $9.92B, and American Centy ETF Tr Avantis with a value of $8.68B.
Examining the 13F form we can see an increase of $1.49B in the current position value, from $121B to 122B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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