BANNERMAN WEALTH MANAGEMENT GROUP, LLC
Q4 2025 13F Holdings
- Locationlewisville, TX
- Num holdings
33
- Value ($000)
$141,050
- Date Filed01/07/2026
- Form type13F-HR
- CIK0002058816
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $44.47M | 32 % | 1,123,240 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $16.79M | 12 % | 394,615 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $12.53M | 9 % | 328,806 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $12.06M | 9 % | 173,048 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $11.43M | 8 % | 150,889 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $5.21M | 4 % | 159,853 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $5.03M | 4 % | 53,576 | ||
AMERICAN CENTY ETF TR | EMERGING MKT VAL | 025072372 | $4.97M | 4 % | 85,264 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $4.73M | 3 % | 42,309 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | $3.46M | 3 % | 69,194 |
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