BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q1 2026 13F Holdings
- Locationlewisville, TX
- Num holdings
32
- Value ($000)
$148,400
- Date Filed 04/13/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $46.96M | 32 % | 1,208,315 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $16.5M | 11 % | 390,925 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $13.68M | 9 % | 351,073 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $13.46M | 9 % | 189,204 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $13.02M | 9 % | 161,559 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $5.66M | 4 % | 167,095 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.48M | 4 % | 54,917 | ||
AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $5.46M | 4 % | 91,017 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $4.66M | 3 % | 41,931 | ||
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $3.73M | 3 % | 157,826 |
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