Arkolith/Funds/Bannerman Wealth Management Group, LLC

Bannerman Wealth Management Group, LLC

CIK 2058816Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Bannerman Wealth Management Group, LLC holds a concentrated book of 37 reported positions worth $171.3M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Vanguard Total Stock MKT ETF and trimmed Avantis U.S. Equity ETF. Their largest long position is Dimensional US Core Equity 2 at 32% of the reported non-option book. They also disclosed $94K in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +35% (+21.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Bannerman Wealth Management Group, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+34.6%
+21.8%/yr · since Mar '25
Their reported book
+30.3%
held from quarter-end
S&P 500
+35.7%
same window
$9K$10K$11K$12K$14KMar '25Jun '25Oct '25Feb '26May '26Sep '26
Bannerman Wealth Management Group, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.3 points over this window.

Growth of $10,000 cloning Bannerman Wealth Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
70%
Top 10 holdings
87%
Top 20 holdings
96%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

5% mapped to company sectors

ETFs / funds
95%
Information Technology
3%
Consumer Discretionary
1%

+3 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bannerman Wealth Management Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 37$2.9B
Donor Advised Charitable Giving, Inc.3 / 37$4.4B
Hoffman, Alan N Investment Management6 / 37$152.6M
Dumac, Inc.5 / 37$882.3M
Red Lighthouse Investment Management, LLC22 / 37$262.3M
Prospect Hill Management, LLC5 / 37$191.9M
Oak Root LLC5 / 37$669.2M
9823 Capital, L.P.4 / 37$108.2M

Ranked by the share of each fund's own book sitting in the names it shares with Bannerman Wealth Management Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

37 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$55.2M1.24M
32.2%
+2.9%
Added · +35K sh
2Dimensional ETF Trust
CORE FIXE IN ETF
$18.9M447.7K
11.0%
+15%
Added · +57K sh
3Dimensional ETF Trust
US SMALL CAP ETF
$15.8M191.9K
9.2%
+1.4%
Added · +3K sh
4Dimensional ETF Trust
INTL CORE EQT MK
$15.3M369.7K
8.9%
+5.3%
Added · +19K sh
5American Centy ETF TR
US LARGE CAP VLU
$14.9M163.6K
8.7%
+1.2%
Added · +2K sh
6Dimensional ETF Trust
EMGR CRE EQT MNG
$6.8M168.7K
4.0%
+0.9%
Added · +2K sh
7American Centy ETF TR
EMERGING MKT VAL
$6.3M95.4K
3.7%
+4.8%
Added · +4K sh
8American Centy ETF TR
INTL SMCP VLU
$5.7M55.4K
3.3%
+0.8%
Added · +443 sh
9American Centy ETF TR
US EQT ETF
$5.3M41.8K
3.1%
−0.4%
Reduced · −173 sh
10Dimensional ETF Trust
US REAL ESTA ETF
$4.3M164.4K
2.5%
+4.2%
Added · +7K sh
11Ishares TR
CORE INTL AGGR
$3.8M75.4K
2.2%
+8.0%
Added · +6K sh
12Nvidia Corporation
COM
$3.0M14.9K
1.7%
+4.0%
Added · +577 sh
13Ishares TR
RUS 1000 VAL ETF
$1.9M7.8K
1.1%
−0.5%
Reduced · −38 sh
14Dimensional ETF Trust
US MKTWIDE VALUE
$1.4M25.5K
0.8%
Held
15Amazon Com Inc
COM
$1.4M5.8K
0.8%
+8.2%
Added · +440 sh
16American Centy ETF TR
AVANTIS CORE FI
$1.3M30.6K
0.7%
−35%
Reduced · −16K sh
17Apple Inc
COM
$1.0M3.5K
0.6%
+16%
Added · +487 sh
18Ishares TR
MSCI EMG MKT ETF
$939K13.7K
0.5%
−1.3%
Reduced · −186 sh
19Dimensional ETF Trust
WORLD EQUITY ETF
$899K10.9K
0.5%
+8.8%
Added · +883 sh
20American Centy ETF TR
INTL EQT ETF
$754K8.5K
0.4%
+1.4%
Added · +119 sh
21Vanguard Index FDS
GROWTH ETF
$682K7.9K
0.4%
+500%
Added · +7K sh
22American Centy ETF TR
AVANTIS EMGMKT
$634K6.6K
0.4%
+0.2%
Added · +14 sh
23Alnylam Pharmaceuticals Inc
COM
$567K1.9K
0.3%
−1.7%
Reduced · −33 sh
24Vanguard Index FDS
S&P 500 ETF SHS
$545K794
0.3%
Held
25American Centy ETF TR
US SML CP VALU
$499K4.0K
0.3%
−3.8%
Reduced · −158 sh
26Microsoft Corp
COM
$464K1.2K
0.3%
+18%
Added · +191 sh
27Vanguard Index FDS
TOTAL STK MKT
$396K1.1K
0.2%
New
New position
28Waste Mgmt Inc Del
COM
$362K1.6K
0.2%
−1.3%
Reduced · −22 sh
29Alphabet Inc
CAP STK CL A
$310K868
0.2%
+14%
Added · +106 sh
30Micron Technology Inc
COM
$302K262
0.2%
New
New position
31McKesson Corp
COM
$285K377
0.2%
−24%
Reduced · −118 sh
32Wisdomtree TR
INTL SMCAP DIV
$281K3.4K
0.2%
Held
33Alphabet Inc
CAP STK CL C
$253K716
0.1%
New
New position
34Disney Walt Co
COM
$251K2.6K
0.1%
+4.4%
Added · +109 sh
35Ishares TR
0-3 MTH TREASURY
$244K2.4K
0.1%
New
New position
36Dover Corp
COM
$227K1.0K
0.1%
+0.1%
Added · +1 sh
37Cisco Sys Inc
COM
$201K1.7K
0.1%
New
New position
Showing all 37 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$94K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishCISCO SYSTEMS INCCSCO$94K800

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$171.4M · Q2 2026Q4 2024 · $121.0MQ2 2026 · $171.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 20268d38$171.4M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202613d32$148.4M13F-HR
Q4 2025Dec 31, 2025Jan 7, 20267d33$141.1M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d31$135.7M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202515d36$130.3M13F-HR
Q1 2025Mar 31, 2025Apr 15, 202515d34$122.5M13F-HR
Q4 2024Dec 31, 2024Mar 7, 202566d33$121.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.