Brand Asset Management Group, Inc.

Est. AUM

$384.5M

13F long equity, this entity only

Positions

193

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES INC	CORE MSCI EMKT	$35.4M	507751	9.21%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$31.4M	464659	8.16%	SOLE
3	VANGUARD INDEX FDS	MID CAP ETF	$15.5M	54114	4.04%	SOLE
4	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$15.1M	137582	3.92%	SOLE
5	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$15.0M	444178	3.89%	SOLE
6	SCHWAB STRATEGIC TR	INTL EQTY ETF	$14.2M	574087	3.69%	SOLE
7	ISHARES TR	RUS 1000 GRW ETF	$12.6M	29560	3.28%	SOLE
8	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$12.3M	131630	3.21%	SOLE
9	SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.8M	379628	3.06%	SOLE
10	SCHWAB STRATEGIC TR	US LRG CAP ETF	$11.3M	440537	2.94%	SOLE
11	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$11.0M	334074	2.86%	SOLE
12	ISHARES TR	EAFE SML CP ETF	$11.0M	139741	2.85%	SOLE
13	SCHWAB STRATEGIC TR	US SML CAP ETF	$9.9M	340474	2.57%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.3M	271819	2.16%	SOLE
15	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$8.2M	174448	2.12%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$8.0M	12217	2.08%	SOLE
17	ISHARES TR	RUS 1000 VAL ETF	$6.1M	28477	1.58%	SOLE
18	VANGUARD INDEX FDS	SMALL CP ETF	$5.6M	21213	1.44%	SOLE
19	PALANTIR TECHNOLOGIES INC	CL A	$5.0M	34439	1.31%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.6M	157585	1.19%	SOLE
21	ISHARES TR	MORNINGSTR US EQ	$3.5M	39160	0.92%	SOLE
22	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.3M	42382	0.86%	SOLE
23	ISHARES TR	MORNINGSTAR GRWT	$3.1M	32557	0.81%	SOLE
24	ISHARES TR	MRGSTR MD CP ETF	$3.0M	35698	0.77%	SOLE
25	APPLE INC	COM	$3.0M	11670	0.77%	SOLE
26	VANGUARD INDEX FDS	GROWTH ETF	$2.9M	6730	0.76%	SOLE
27	VANGUARD WORLD FD	MEGA CAP INDEX	$2.9M	12230	0.75%	SOLE
28	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.7M	50821	0.71%	SOLE
29	ISHARES TR	CORE MSCI EAFE	$2.6M	28369	0.67%	SOLE
30	ISHARES TR	RUS 1000 ETF	$2.6M	7179	0.67%	SOLE
31	SCHWAB STRATEGIC TR	US REIT ETF	$2.6M	118780	0.66%	SOLE
32	VANGUARD INDEX FDS	SM CP VAL ETF	$2.5M	11308	0.64%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.2M	3355	0.57%	SOLE
34	SCHWAB STRATEGIC TR	1 5YR CORP BD	$2.1M	83313	0.54%	SOLE
35	SCHWAB STRATEGIC TR	SHT TM US TRES	$2.0M	84422	0.53%	SOLE
36	NVIDIA CORPORATION	COM	$1.8M	10304	0.47%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$1.8M	7191	0.46%	SOLE
38	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.7M	9326	0.45%	SOLE
39	ISHARES TR	0-5YR HI YL CP	$1.7M	40022	0.44%	SOLE
40	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	2696	0.42%	SOLE
41	VANGUARD INDEX FDS	VALUE ETF	$1.6M	8068	0.41%	SOLE
42	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	24613	0.41%	SOLE
43	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.5M	54995	0.40%	SOLE
44	MICROSOFT CORP	COM	$1.5M	4073	0.39%	SOLE
45	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.5M	30491	0.39%	SOLE
46	ISHARES TR	MRGSTR SM CP ETF	$1.4M	21528	0.36%	SOLE
47	ISHARES TR	MORNINGSTAR VALU	$1.4M	14959	0.36%	SOLE
48	TESLA INC	COM	$1.3M	3428	0.33%	SOLE
49	SPDR INDEX SHS FDS	STATE STREET SPD	$1.3M	27674	0.33%	SOLE
50	VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	4877	0.33%	SOLE

1–50 of 193

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.