account_balance

Investment manager · 13F filer · SEC CIK 2058816

Bannerman Wealth Management Group, LLC

Reported value$175Mas of Sep 30, 2026
Positions36 1 new, 2 sold out
Top 10 weight86.7%DFAC alone is 32%
FiledOct 99 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
DFAC Dimensional ETF Trust 32.3% Added +2%
DFCF Dimensional ETF Trust 10.8% Added +5%
DFAI Dimensional ETF Trust 9.1% Added +4%
DFAS Dimensional ETF Trust 9.0% Added +6%
AVLV American Centy ETF Tr 8.8% Added +4%
DFAE Dimensional ETF Trust 3.9% Added +2%
AVES American Centy ETF Tr 3.7% Added +4%
AVDV American Centy ETF Tr 3.6% Added +5%
AVUS American Centy ETF Tr 3.0% Held
DFAR Dfa Invt Dimensions Group In 2.4% Added +6%
IAGG iShares Tr 2.2% Added +4%
NVDA NVIDIA Corp 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 8, 2026 filing
add_circleNew
arrow_upwardAdded
  • MSFT +9%
  • VTI +8%
  • DFAW +7%
  • DFAR +6%
arrow_downwardTrimmed
  • AVIG −2%
  • IWD −2%
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