DOSSIER · 13F-HR · Q1 2026

Brand Asset Management Group, Inc.

Brand Asset's pension fund based in New York, NY $385M in tracked AUM across 193 positions as of Q1 2026.

BA
Brand Asset·New York, NY·Pension Fund
CIK 0001748766 · last filed Mar 31, 2026
Total AUM
$385M
5.6%
vs prior
Holdings
193
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Brand Asset Management Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IEMG
ISHARES INC
$35M508K9.2%
02
IJH
ISHARES TR
$31M465K8.2%
03
VO
VANGUARD INDEX FDS
$16M54K4.0%
04
VONG
VANGUARD SCOTTSDALE FDS
$15M138K3.9%
05
DFIS
DIMENSIONAL ETF TRUST
$15M444K3.9%
06
SCHF
SCHWAB STRATEGIC TR
$14M574K3.7%
07
IWF
ISHARES TR
$13M30K3.3%
08
VONV
VANGUARD SCOTTSDALE FDS
$12M132K3.2%
09
SCHM
SCHWAB STRATEGIC TR
$12M380K3.1%
10
SCHX
SCHWAB STRATEGIC TR
$11M441K2.9%

Filing history

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