TraderTrends
Manager Profile

Brand Asset Management Group, Inc.

Diversified · Financial Services 81%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

CHESTERFIELD, MO

Portfolio Value

$384.5M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES INC

Latest disclosed holding

Top 4

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Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
81.2%
Technology
8.4%
Consumer Cyclical
5.2%
Healthcare
1.5%
Energy
0.9%
Industrials
0.8%
Communication Services
0.5%
Consumer Defensive
0.3%
Utilities
0.2%
Basic Materials
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES INC

Shares: 507.8K

35.4M

Position Value
2
ISHARES TR

Shares: 464.7K

31.4M

Position Value
3
VANGUARD INDEX FDS

Shares: 54.1K

15.5M

Position Value
4
VANGUARD SCOTTSDALE FDS

Shares: 137.6K

15.1M

Position Value
5
DIMENSIONAL ETF TRUST

Shares: 444.2K

15M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID