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Portfolio (Quarterly) Guide ↗

BANNERMAN WEALTH MANAGEMENT GROUP, LLC

· CIK 0002058816
13F Portfolio $171M AUM 38 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 1,071.0 $396K 0.23% NEW $370.05 +2.5%
2 MU MICRON TECHNOLOGY INC Technology 262.0 $302K 0.18% NEW $1154.41 -19.2%
3 GOOG ALPHABET INC 716.0 $253K 0.15% NEW $353.33
4 SGOV ISHARES TR 2,425.0 $244K 0.14% NEW $100.68 +0.0%
5 CSCO CISCO SYS INC Technology 1,712.0 $201K 0.12% NEW $117.44 -6.4%
6 CSCO PUT CISCO SYS INC Technology 800.0 $94K 0.06% NEW $117.46 -6.4%

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 59.4%
Consumer Cyclical 16.7%
Healthcare 10.2%
Industrials 7.1%
Communication Services 6.7%