13F Filings History of BANNERMAN WEALTH MANAGEMENT GROUP, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$141,050,416
Signature - Title
Aryn Sands - Agent
Location
Lewisville, TX
Summary
This page shows a list of all the recent 13F filings made by BANNERMAN WEALTH MANAGEMENT GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BANNERMAN WEALTH MANAGEMENT GROUP, LLC reported 33 stock holdings with total value $141,050,416 as of Q4 2025. Top holdings included DFAC, DFCF, DFAI, DFAS, and AVLV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 33 $141,050,416 +$3,605,663 -$1,216,254 +$2,389,409 DFAC, DFCF, DFAI, DFAS, AVLV 13F-HR 07 Jan 2026, 15:28
Q3 2025 31 $135,700,072 +$2,886,996 -$5,818,770 -$2,931,774 DFAC, DFCF, DFAI, DFAS, AVLV 13F-HR 14 Oct 2025, 21:25
Q2 2025 36 $130,324,427 +$4,522,133 -$5,963,711 -$1,441,578 DFAC, DFCF, DFAS, DFAI, AVLV 13F-HR 15 Jul 2025, 12:25
Q1 2025 34 $122,458,335 +$4,321,510 -$508,977 +$3,812,533 DFAC, DFCF, DFAS, DFAI, AVLV 13F-HR 15 Apr 2025, 13:34
Q4 2024 33 $120,969,821 $0 $0 $0 DFAC, DFCF, DFAS, DFAI, AVLV 13F-HR 07 Mar 2025, 11:20