BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q3 2025 13F Holdings
- Locationlewisville, TX
- Num holdings
31
- Value ($000)
$135,700
- Date Filed 10/15/2025
- Form type13F-HR
- CIK 0002058816
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $43.16M | 32 % | 1,118,940 | ||
D DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $16.11M | 12 % | 376,747 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $11.67M | 9 % | 321,157 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $11.31M | 8 % | 165,243 | ||
A AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $10.55M | 8 % | 146,030 | ||
A AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $5.13M | 4 % | 47,165 | ||
D DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $4.95M | 4 % | 157,091 | ||
A AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $4.79M | 4 % | 83,548 | ||
A AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $4.78M | 4 % | 53,657 | ||
I ISHARES TR | CORE INTL AGGR | 46435G672 | $3.37M | 3 % | 65,726 |
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