BWM Planning, LLC
CIK: 0002039698SEC EDGAR →
Portfolio Value
$374.2M
Holdings
94
As of
Q4 2025
New Positions
94
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 110,860 | $37.2M | 9.93% |
| 2 | AMERICAN CENTY ETF TR | 342,003 | $34.9M | 9.32% |
| 3 | AMERICAN CENTY ETF TR | 301,349 | $24.8M | 6.63% |
| 4 | AMERICAN CENTY ETF TR | 335,347 | $24.7M | 6.59% |
| 5 | DIMENSIONAL ETF TRUST | 615,859 | $23.5M | 6.27% |
| 6 | SCHWAB STRATEGIC TR | 629,939 | $15.4M | 4.10% |
| 7 | EA SERIES TRUST | 301,876 | $14.7M | 3.94% |
| 8 | APPLE INC | 49,572 | $13.5M | 3.60% |
| 9 | DIMENSIONAL ETF TRUST | 311,696 | $13.3M | 3.54% |
| 10 | DIMENSIONAL ETF TRUST | 400,278 | $13.0M | 3.48% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (94)
$37.2M · 111K shares
$34.9M · 342K shares
$24.8M · 301K shares
$24.7M · 335K shares
$23.5M · 616K shares
$15.4M · 630K shares
$14.7M · 302K shares
$13.5M · 50K shares
$13.3M · 312K shares
$13.0M · 400K shares
$12.9M · 197K shares
$10.9M · 16K shares
$10.3M · 139K shares
$9.1M · 401K shares
$7.4M · 124K shares
$6.1M · 50K shares
$5.7M · 151K shares
$5.7M · 61K shares
$5.7M · 201K shares
$5.2M · 10K shares
$5.1M · 73K shares
$4.2M · 55K shares
$3.9M · 218K shares
$3.6M · 40K shares
$3.5M · 38K shares
$3.5M · 31K shares
$3.2M · 68K shares
$2.9M · 4K shares
$2.9M · 19K shares
$2.8M · 26K shares
$2.1M · 44K shares
$2.0M · 41K shares
$1.8M · 104K shares
$1.6M · 5K shares
$1.5M · 22K shares
$1.4M · 19K shares
$1.4M · 4K shares
$1.4M · 53K shares
$1.4M · 52K shares
$1.4M · 4K shares
$1.3M · 6K shares
$1.3M · 1K shares
$1.2M · 17K shares
$1.2M · 2K shares
$1.1M · 28K shares
$1.0M · 36K shares
$1.0M · 65K shares
$1.0M · 8K shares
$1.0M · 2K shares
$970K · 3K shares
$927K · 18K shares
$805K · 6K shares
$797K · 11K shares
$789K · 2K shares
$783K · 8K shares
$637K · 17K shares
$604K · 6K shares
$602K · 3K shares
$583K · 18K shares
$570K · 4K shares
$553K · 9K shares
$543K · 7K shares
$541K · 2K shares
$494K · 21K shares
$474K · 12K shares
$422K · 1K shares
$408K · 8K shares
$403K · 14K shares
$402K · 5K shares
$364K · 8K shares
$350K · 2K shares
$336K · 4K shares
$332K · 1K shares
$319K · 485 shares
$312K · 981 shares
$284K · 12K shares
$281K · 9K shares
$260K · 4K shares
$256K · 4K shares
$247K · 14K shares
$239K · 2K shares
$238K · 390 shares
$237K · 5K shares
$227K · 986 shares
$217K · 2K shares
$216K · 1K shares
$215K · 13K shares
$215K · 3K shares
$210K · 2K shares
$206K · 445 shares
$203K · 1K shares
$202K · 18K shares
$200K · 814 shares
$28K · 32K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $309.6M | 82.8% |
| Technology | 8 | $28.1M | 7.5% |
| Energy | 15 | $19.2M | 5.1% |
| Unknown | 4 | $9.3M | 2.5% |
| Healthcare | 2 | $2.6M | 0.7% |
| Consumer Cyclical | 3 | $2.4M | 0.7% |
| Communication Services | 3 | $1.3M | 0.3% |
| Consumer Defensive | 2 | $773K | 0.2% |
| Industrials | 3 | $728K | 0.2% |