Portfolio (Quarterly) Guide ↗

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

· CIK 0002058816

13F Portfolio $148M AUM 32 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 14 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHK	SCHWAB STRATEGIC TR	—	9,427	$309K	0.22%	SOLD
2	GOOG	ALPHABET INC	Communication Services	645	$202K	0.14%	SOLD

Sector Allocation

Technology 53.0%

Consumer Cyclical 16.3%

Healthcare 15.4%

Industrials 8.6%

Communication Services 6.7%