BANNERMAN WEALTH MANAGEMENT GROUP, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location lewisville, TXCIK 0002058816All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
31 | $135.70M | DFAC, DFCF, DFAI, DFAS | 13F-HR | Oct 15, 2025 | 000175496025000667 | ||
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 |