§ 13F · FUND PROFILE
Brand Asset Management Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $355M (13F)Positions · 165Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | 508K | $35M | 9.2% | −1% |
| 2 | IJH | ISHARES TR | 465K | $31M | 8.2% | +3% |
| 3 | VO | VANGUARD INDEX FDS | 54K | $16M | 4.0% | ±0% |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | 138K | $15M | 3.9% | +9% |
| 5 | DFIS | DIMENSIONAL ETF TRUST | 444K | $15M | 3.9% | +5% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 574K | $14M | 3.7% | +3% |
| 7 | IWF | ISHARES TR | 30K | $13M | 3.3% | +1% |
| 8 | VONV | VANGUARD SCOTTSDALE FDS | 132K | $12M | 3.2% | +15% |
| 9 | SCHM | SCHWAB STRATEGIC TR | 380K | $12M | 3.1% | ±0% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 441K | $11M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BRAND SIGNAL
AC read
Brand Asset Management Group, Inc. is a Other fund managing $355 million in assets. The fund runs a portfolio of 165 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed