Question 1

What stocks does BANNERMAN WEALTH MANAGEMENT GROUP LLC hold in its portfolio?

Accepted Answer

BANNERMAN WEALTH MANAGEMENT GROUP LLC's top stock holdings include DFAC, NVDA, AMZN and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BANNERMAN WEALTH MANAGEMENT GROUP LLC's largest stock holdings?

Accepted Answer

BANNERMAN WEALTH MANAGEMENT GROUP LLC's largest stock holdings as of their last filing include DFAC (valued at approximately $56.5 million), NVDA (valued at approximately $3.4 million), AMZN (valued at approximately $1.5 million), DFCF (valued at approximately $18.9 million), AAPL (valued at approximately $1.2 million).

Question 3

When was BANNERMAN WEALTH MANAGEMENT GROUP LLC's last SEC filing?

Accepted Answer

BANNERMAN WEALTH MANAGEMENT GROUP LLC's most recent 13F filing was submitted on 9/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BANNERMAN WEALTH MANAGEMENT GROUP LLC recently bought or sold?

Accepted Answer

BANNERMAN WEALTH MANAGEMENT GROUP LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BANNERMAN WEALTH MANAGEMENT GROUP LLC reported?

Accepted Answer

BANNERMAN WEALTH MANAGEMENT GROUP LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does BANNERMAN WEALTH MANAGEMENT GROUP LLC hold options positions?

Accepted Answer

Yes, BANNERMAN WEALTH MANAGEMENT GROUP LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does BANNERMAN WEALTH MANAGEMENT GROUP LLC invest in?

Accepted Answer

BANNERMAN WEALTH MANAGEMENT GROUP LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.