account_balance

Investment manager · 13F filer · SEC CIK 1748766

Brand Asset Management Group, Inc.

Reported value$472Mas of Sep 30, 2026
Positions230 29 new, 22 sold out
Top 10 weight43.0%IEMG alone is 9%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IEMG iShares Inc 8.5% Added +2%
IJH iShares Tr 7.4% Added +7%
VONG Vanguard Scottsdale FDS 4.4% Added +13%
DFIS Dimensional ETF Trust 3.7% Added +7%
VO Vanguard Index FDS 3.7% Added +4%
VONV Vanguard Scottsdale FDS 3.4% Added +11%
SCHF Schwab Strategic Tr 3.3% Held
IWF iShares Tr 3.1% Held
SCHX Schwab Strategic Tr 2.8% Held
SCHM Schwab Strategic Tr 2.6% Trimmed −3%
SCHE Schwab Strategic Tr 2.6% Held
SCZ iShares Tr 2.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • VGSH $1.32M
  • VYM $1.02M
  • BTC $846K
  • VGIT $753K
arrow_upwardAdded
  • IJR +180%
  • VOO +117%
  • JCPB +116%
  • VEA +105%
arrow_downwardTrimmed
  • VOT −31%
  • VBK −25%
  • VOE −24%
  • VBR −16%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist