BWM Planning, LLC
CIK: 0002039698SEC EDGAR →
Portfolio Value
$374.2B
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 | $37.2B | 9.93% |
| 2 | AMERICAN CENTY ETF TR | 342,003 | $34.9B | 9.32% |
| 3 | AMERICAN CENTY ETF TR | 301,349 | $24.8B | 6.63% |
| 4 | AMERICAN CENTY ETF TR | 335,347 | $24.7B | 6.59% |
| 5 | DIMENSIONAL ETF TRUST | 615,859 | $23.5B | 6.27% |
| 6 | SCHWAB STRATEGIC TR | 629,939 | $15.4B | 4.10% |
| 7 | EA SERIES TRUST | 301,876 | $14.7B | 3.94% |
| 8 | APPLE INC | 49,572 | $13.5B | 3.60% |
| 9 | DIMENSIONAL ETF TRUST | 311,696 | $13.3B | 3.54% |
| 10 | DIMENSIONAL ETF TRUST | 400,278 | $13.0B | 3.48% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (94)
$37.2B · 111K shares
$34.9B · 342K shares
$24.8B · 301K shares
$24.7B · 335K shares
$23.5B · 616K shares
$15.4B · 630K shares
$14.7B · 302K shares
$13.5B · 50K shares
$13.3B · 312K shares
$13.0B · 400K shares
$12.9B · 197K shares
$10.9B · 16K shares
$10.3B · 139K shares
$9.1B · 401K shares
$7.4B · 124K shares
$6.1B · 50K shares
$5.7B · 151K shares
$5.7B · 61K shares
$5.7B · 201K shares
$5.2B · 10K shares
$5.1B · 73K shares
$4.2B · 55K shares
$3.9B · 218K shares
$3.6B · 40K shares
$3.5B · 38K shares
$3.5B · 31K shares
$3.2B · 68K shares
$2.9B · 4K shares
$2.9B · 19K shares
$2.8B · 26K shares
$2.1B · 44K shares
$2.0B · 41K shares
$1.8B · 104K shares
$1.6B · 5K shares
$1.5B · 22K shares
$1.4B · 19K shares
$1.4B · 4K shares
$1.4B · 53K shares
$1.4B · 52K shares
$1.4B · 4K shares
$1.3B · 6K shares
$1.3B · 1K shares
$1.2B · 17K shares
$1.2B · 2K shares
$1.1B · 28K shares
$1.0B · 36K shares
$1.0B · 65K shares
$1.0B · 8K shares
$1.0B · 2K shares
$970.0M · 3K shares
$927.0M · 18K shares
$805.0M · 6K shares
$797.0M · 11K shares
$789.0M · 2K shares
$783.0M · 8K shares
$637.0M · 17K shares
$604.0M · 6K shares
$602.0M · 3K shares
$583.0M · 18K shares
$570.0M · 4K shares
$553.0M · 9K shares
$543.0M · 7K shares
$541.0M · 2K shares
$494.0M · 21K shares
$474.0M · 12K shares
$422.0M · 1K shares
$408.0M · 8K shares
$403.0M · 14K shares
$402.0M · 5K shares
$364.0M · 8K shares
$350.0M · 2K shares
$336.0M · 4K shares
$332.0M · 1K shares
$319.0M · 485 shares
$312.0M · 981 shares
$284.0M · 12K shares
$281.0M · 9K shares
$260.0M · 4K shares
$256.0M · 4K shares
$247.0M · 14K shares
$239.0M · 2K shares
$238.0M · 390 shares
$237.0M · 5K shares
$227.0M · 986 shares
$217.0M · 2K shares
$216.0M · 1K shares
$215.0M · 13K shares
$215.0M · 3K shares
$210.0M · 2K shares
$206.0M · 445 shares
$203.0M · 1K shares
$202.0M · 18K shares
$200.0M · 814 shares
$28.0M · 32K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $309.6B | 82.8% |
| Technology | 8 | $28.1B | 7.5% |
| Energy | 15 | $19.2B | 5.1% |
| Unknown | 4 | $9.3B | 2.5% |
| Healthcare | 2 | $2.6B | 0.7% |
| Consumer Cyclical | 3 | $2.4B | 0.7% |
| Communication Services | 3 | $1.3B | 0.3% |
| Consumer Defensive | 2 | $773.0M | 0.2% |
| Industrials | 3 | $728.0M | 0.2% |