Institutions / BWM Planning, LLC

BWM Planning, LLC

CIK 2039698 · Institution · as of Dec 31, 2025

Portfolio value

$374.23M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 94 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$37.17M	110,860	9.9%
American Centy ETF Tr	—	$34.88M	342,003	9.3%
American Centy ETF Tr	—	$24.81M	301,349	6.6%
American Centy ETF Tr	—	$24.65M	335,347	6.6%
Dimensional ETF Trust	—	$23.47M	615,859	6.3%
Schwab Strategic Tr	—	$15.35M	629,939	4.1%
Ea Series Trust	—	$14.73M	301,876	3.9%
Apple Inc.	—	$13.48M	49,572	3.6%
Dimensional ETF Trust	—	$13.27M	311,696	3.5%
Dimensional ETF Trust	—	$13.04M	400,278	3.5%
Ea Series Trust	—	$12.86M	196,921	3.4%
iShares Tr	—	$10.90M	15,915	2.9%
ProShares Tr	—	$10.28M	139,194	2.7%
Ea Series Trust	—	$9.12M	401,212	2.4%
Dimensional ETF Trust	—	$7.39M	124,095	2.0%
Exxon Mobil Corp	—	$6.07M	50,474	1.6%
Dimensional ETF Trust	—	$5.72M	150,557	1.5%
Wells Fargo & COMPANY/MN	—	$5.72M	61,382	1.5%
Tidal Trust II	—	$5.69M	200,880	1.5%
Warren E. Buffett	—	$5.22M	10,387	1.4%
Dimensional ETF Trust	—	$5.11M	73,337	1.4%
American Centy ETF Tr	—	$4.21M	54,706	1.1%
Tidal Trust II	—	$3.90M	217,801	1.0%
iShares Tr	—	$3.59M	40,166	1.0%
American Centy ETF Tr	—	$3.53M	37,591	0.9%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.