BANNERMAN WEALTH MANAGEMENT GROUP, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    lewisville, TX
  • CIK
    0002058816
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

36

$130.32M
DFAC, DFCF, DFAS, DFAI
13F-HR
Jul 15, 2025
000175496025000390

34

$122.46M
DFAC, DFCF, DFAS, DFAI
13F-HR
Apr 15, 2025
000175496025000194

33

$120.97M
DFAC, DFCF, DFAS, DFAI
13F-HR
Mar 7, 2025
000175496025000159
Bannerman Wealth Management Group, Llc 13F Filings