Bannerman Wealth Management Group, LLC
Bannerman Wealth Management Group, LLC reported 38 holdings worth US$171M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 8, 2026
Bannerman Wealth Management Group, LLC reported 38 holdings worth US$171M as of Jun 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Apple Inc. Filed Jul 8, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$171M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 14,949 | US$2.99M | 1.7% |
| Amazon.com, Inc. | 5,838 | US$1.39M | 0.81% |
| Apple Inc | 3,463 | US$1M | 0.58% |
| Alnylam Pharmaceuticals, Inc. | 1,883 | US$567K | 0.33% |
| Alphabet Inc (google) Class C | 1,576 | US$563K | 0.33% |
| Microsoft Corp. | 1,245 | US$464K | 0.27% |
| Waste Management, Inc. | 1,625 | US$362K | 0.21% |
| Micron Technology, Inc. | 262 | US$302K | 0.18% |
| Mckesson Corporation | 377 | US$285K | 0.17% |
| Walt Disney Company (the) | 2,609 | US$251K | 0.15% |
| Dover Corporation | 1,012 | US$227K | 0.13% |
| Cisco Systems, Inc. | 1,712 | US$201K | 0.12% |