Brand Asset Management Group, Inc. holds a diversified book of 223 stocks worth $452.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ishares Msci USA Momentum Fa and trimmed Ishares Core Msci Emerging. Their largest long position is Ishares Core Msci Emerging at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Brand Asset Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $561.8B |
| MORGAN STANLEY | 80 / 80 | $460.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $366.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $143.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $122.0B |
| LPL Financial LLC | 80 / 80 | $94.5B |
| Creative Planning | 80 / 80 | $73.0B |
| Mariner, LLC | 80 / 80 | $35.6B |
Ranked by how many of Brand Asset Management Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Inc CORE MSCI EMKT | $40.2M | 485.4K | 8.9% | ▼−4.4% Reduced · −22K sh | |
| 2 | Ishares TR CORE S&P MCP ETF | $35.1M | 455.1K | 7.8% | ▼−2.0% Reduced · −10K sh | |
| 3 | Vanguard Scottsdale FDS VNG RUS1000GRW | $18.4M | 144.0K | 4.1% | ▲+4.6% Added · +6K sh | |
| 4 | Vanguard Index FDS MID CAP ETF | $17.3M | 214.3K | 3.8% | ▲+296% Added · +160K sh | |
| 5 | Dimensional ETF Trust INTL SMALL CAP E | $15.9M | 453.2K | 3.5% | ▲+2.0% Added · +9K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $15.5M | 559.3K | 3.4% | ▼−2.6% Reduced · −15K sh | |
| 7 | Ishares TR RUS 1000 GRW ETF | $14.7M | 118.3K | 3.2% | ▲+300% Added · +89K sh | |
| 8 | Vanguard Scottsdale FDS VNG RUS1000VAL | $14.1M | 133.0K | 3.1% | ▲+1.1% Added · +1K sh | |
| 9 | Schwab Strategic TR US MID-CAP ETF | $13.7M | 371.7K | 3.0% | ▼−2.1% Reduced · −8K sh | |
| 10 | Schwab Strategic TR US LRG CAP ETF | $12.8M | 435.3K | 2.8% | ▼−1.2% Reduced · −5K sh | |
| 11 | Schwab Strategic TR US SML CAP ETF | $12.0M | 332.7K | 2.7% | ▼−2.3% Reduced · −8K sh | |
| 12 | Schwab Strategic TR EMRG MKTEQ ETF | $11.9M | 328.2K | 2.6% | ▼−1.7% Reduced · −6K sh | |
| 13 | Ishares TR EAFE SML CP ETF | $11.1M | 134.9K | 2.5% | ▼−3.4% Reduced · −5K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $9.5M | 12.7K | 2.1% | ▲+4.0% Added · +487 sh | |
| 15 | Schwab Strategic TR US LCAP VA ETF | $9.4M | 270.7K | 2.1% | ▼−0.4% Reduced · −1K sh | |
| 16 | Schwab Strategic TR INTL SCEQT ETF | $8.2M | 170.7K | 1.8% | ▼−2.1% Reduced · −4K sh | |
| 17 | Ishares TR RUS 1000 VAL ETF | $6.8M | 28.2K | 1.5% | ▼−1.1% Reduced · −306 sh | |
| 18 | Vanguard Index FDS SMALL CP ETF | $6.5M | 21.5K | 1.4% | ▲+1.2% Added · +253 sh | |
| 19 | Schwab Strategic TR US LCAP GR ETF | $5.5M | 162.5K | 1.2% | ▲+3.1% Added · +5K sh | |
| 20 | Ishares TR MORNINGSTR US EQ | $4.0M | 39.0K | 0.9% | ▼−0.3% Reduced · −133 sh | |
| 21 | Palantir Technologies Inc CL A | $3.8M | 32.7K | 0.8% | ▼−4.9% Reduced · −2K sh | |
| 22 | Ishares TR MORNINGSTAR GRWT | $3.8M | 32.1K | 0.8% | ▼−1.4% Reduced · −440 sh | |
| 23 | Vanguard Index FDS GROWTH ETF | $3.6M | 41.4K | 0.8% | ▲+515% Added · +35K sh | |
| 24 | Vanguard BD Index FDS SHORT TRM BOND | $3.5M | 45.1K | 0.8% | ▲+6.4% Added · +3K sh | |
| 25 | Apple Inc COM | $3.5M | 12.0K | 0.8% | ▲+3.2% Added · +372 sh | |
| 26 | Ishares TR MRGSTR MD CP ETF | $3.4M | 35.0K | 0.7% | ▼−2.0% Reduced · −731 sh | |
| 27 | Vanguard World FD MEGA CAP INDEX | $3.3M | 12.2K | 0.7% | —Held | |
| 28 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.2M | 53.9K | 0.7% | ▲+6.1% Added · +3K sh | |
| 29 | Vanguard Index FDS S&P 500 ETF SHS | $3.1M | 4.5K | 0.7% | ▲+68% Added · +2K sh | |
| 30 | Ishares TR CORE MSCI EAFE | $3.0M | 31.2K | 0.7% | ▲+10.0% Added · +3K sh | |
| 31 | Ishares TR RUS 1000 ETF | $2.9M | 7.1K | 0.6% | ▼−1.5% Reduced · −105 sh | |
| 32 | Schwab Strategic TR US REIT ETF | $2.7M | 115.6K | 0.6% | ▼−2.7% Reduced · −3K sh | |
| 33 | Vanguard Index FDS SM CP VAL ETF | $2.6M | 10.7K | 0.6% | ▼−5.3% Reduced · −601 sh | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $2.5M | 3.3K | 0.6% | ▼−0.2% Reduced · −8 sh | |
| 35 | Ishares TR RUSSELL 2000 ETF | $2.4M | 8.0K | 0.5% | ▲+11% Added · +760 sh | |
| 36 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.3M | 32.0K | 0.5% | ▲+30% Added · +7K sh | |
| 37 | Nvidia Corporation COM | $2.1M | 10.7K | 0.5% | ▲+3.6% Added · +371 sh | |
| 38 | Schwab Strategic TR SHT TM US TRES | $2.0M | 82.8K | 0.4% | ▼−1.9% Reduced · −2K sh | |
| 39 | Schwab Strategic TR 1 5YR CORP BD | $2.0M | 79.7K | 0.4% | ▼−4.3% Reduced · −4K sh | |
| 40 | Ishares TR MSCI USA MMENTM | $1.9M | 5.6K | 0.4% | ▲New New position | |
| 41 | Vanguard Index FDS VALUE ETF | $1.8M | 8.4K | 0.4% | ▲+4.6% Added · +370 sh | |
| 42 | SPDR Series Trust ST STR BLO 1 ETF | $1.8M | 19.9K | 0.4% | ▲+92% Added · +10K sh | |
| 43 | Schwab Strategic TR FUNDAMENTAL US L | $1.7M | 54.2K | 0.4% | ▼−1.4% Reduced · −767 sh | |
| 44 | Ishares TR 0-5YR HI YL CP | $1.7M | 39.7K | 0.4% | ▼−0.9% Reduced · −370 sh | |
| 45 | Ishares TR MRGSTR SM CP ETF | $1.6M | 21.1K | 0.4% | ▼−1.9% Reduced · −409 sh | |
| 46 | Schwab Strategic TR FUNDAMENTAL INTL | $1.6M | 30.2K | 0.4% | ▼−0.9% Reduced · −273 sh | |
| 47 | Microsoft Corp COM | $1.6M | 4.2K | 0.3% | ▲+2.7% Added · +109 sh | |
| 48 | Alphabet Inc CAP STK CL A | $1.5M | 4.3K | 0.3% | ▲+40% Added · +1K sh | |
| 49 | Vanguard Index FDS SML CP GRW ETF | $1.5M | 4.2K | 0.3% | ▲+6.3% Added · +252 sh | |
| 50 | Vanguard Index FDS MCAP VL IDXVIP | $1.5M | 7.8K | 0.3% | ▼−16% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1748766/holdings"
Use Arkolith to show Brand Asset Management Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.