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Portfolio (Quarterly) Guide ↗

Brand Asset Management Group, Inc.

· CIK 0001748766
13F Portfolio $452M AUM 223 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 223 New
Page 11 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VEU VANGUARD INTL EQUITY INDEX F 2,870.0 $240K 0.05% NEW $83.75 +2.8%
202 TGT TARGET CORP Consumer Defensive 1,824.0 $238K 0.05% NEW $130.61 +25.1%
203 SCHB SCHWAB STRATEGIC TR 8,219.0 $238K 0.05% NEW $28.96 +2.2%
204 BAI BLACKROCK ETF TRUST 4,406.0 $232K 0.05% NEW $52.72 -16.9%
205 PRXG PRAXIS FDS 5,945.0 $232K 0.05% NEW $39.02 +1.5%
206 ARW ARROW ELECTRS INC Technology 1,084.0 $231K 0.05% NEW $213.41 -5.1%
207 ESGU ISHARES TR 1,408.0 $230K 0.05% NEW $163.67 +2.5%
208 NFLX NETFLIX INC. Communication Services 3,207.0 $229K 0.05% NEW $71.40 +15.2%
209 EWY ISHARES INC 1,126.0 $227K 0.05% NEW $201.90 -10.8%
210 GLOBUS MED INC 2,862.0 $226K 0.05% NEW $79.01
211 XLRE SELECT SECTOR SPDR TR 5,101.0 $225K 0.05% NEW $44.03 +3.0%
212 NWSA NEWS CORP NEW Communication Services 8,905.0 $221K 0.05% NEW $24.83 +24.5%
213 M MACYS INC Consumer Cyclical 9,279.0 $219K 0.05% NEW $23.55 -4.1%
214 VIRT VIRTU FINL INC Financial Services 3,666.0 $218K 0.05% NEW $59.57 +9.5%
215 VSS VANGUARD INTL EQUITY INDEX F 1,393.0 $215K 0.05% NEW $154.29 +4.1%
216 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 14,667.0 $213K 0.05% NEW $14.54 -1.0%
217 PANW PALO ALTO NETWORKS INC Technology 616.0 $210K 0.05% NEW $341.02 -0.3%
218 APPF APPFOLIO INC Technology 1,309.0 $210K 0.05% NEW $160.35 +39.1%
219 IGBH ISHARES U S ETF TR 8,392.0 $206K 0.05% NEW $24.58 -0.2%
220 AVSC AMERICAN CENTY ETF TR 2,758.0 $202K 0.04% NEW $73.34 +0.2%
Page 11 of 12  ·  223 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.5%
Financial Services 20.3%
Communication Services 6.5%
Healthcare 6.2%
Consumer Cyclical 5.7%
Industrials 5.7%
Consumer Defensive 4.9%
Utilities 2.4%
Energy 1.6%
Basic Materials 0.6%