Bwm Planning, LLC Purchases in Q3 2025

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
211K
+ 217.54%
$90.37 - $102.12 $19.1M - $21.5M
308K $30.6B
AVDE
American Centy ETF Tr Avantis

ETFs
123K
+ 74.57%
$73.24 - $79.04 $9.04M - $9.76M
289K $22.8B
VTI
Vanguard Total Stock Market Et

ETFs
19.4K
+ 24.14%
$303.93 - $329.86 $5.91M - $6.41M
100K $32.8B
American Centy ETF Tr
67K
+ 34.71%
N/A
260K $18.4B
SCHO
Schwab Short Term Us Treasury

ETFs
216K
+ 62.31%
$24.23 - $24.42 $5.24M - $5.28M
563K $13.7B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
89.1K
+ 45.61%
$42.62 - $46.98 $3.8M - $4.19M
285K $13.3B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
61.1K
+ 50.25%
$61.99 - $65.47 $3.79M - $4M
183K $11.8B
DFAI
Dimensional ETF Tr

ETFs
28.4K
+ 4.84%
$34.05 - $36.55 $967K - $1.04M
615K $22.4B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
88.2K
+ 47.09%
$41.8 - $43.15 $3.69M - $3.81M
276K $11.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.31K
New
$617.65 - $666.84 $2.66M - $2.87M
4.31K $2.87B
AAPL
Apple Inc.

Technology
3K
+ 6.51%
$202.38 - $256.87 $608K - $771K
49.1K $12.5B
HIDE
Ea Ser Tr Alpha Architect High
76.4K
+ 29.34%
N/A
337K $7.8B
AVEM
American Centy ETF Tr Avantis

ETFs
13K
+ 30.05%
$68.33 - $75.41 $886K - $978K
56.1K $4.21B
Tidal Trust Ii
32.8K
+ 20.29%
N/A
194K $5.14B
DISV
Dimensional ETF Tr Dimensional

ETFs
7.5K
+ 5.25%
$32.78 - $35.79 $246K - $268K
150K $5.37B
CVX
Chevron Corp

Energy
8.11K
+ 82.44%
$145.57 - $161.83 $1.18M - $1.31M
17.9K $2.79B
AVDV
American Centy ETF Tr Avantis

ETFs
6.4K
+ 21.81%
$79.24 - $89.03 $507K - $569K
35.7K $3.18B
Tidal Trust Ii
58.2K
+ 45.74%
N/A
185K $3.23B
VEU
Vanguard Ftse All World Ex Us

ETFs
12.1K
+ 328.18%
$66.38 - $71.68 $804K - $868K
15.8K $1.13B
WFC
Wells Fargo & Company

Financial Services
1.32K
+ 2.2%
$77.05 - $85.16 $102K - $112K
61.3K $5.14B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.58K
New
$97.75 - $100.75 $741K - $763K
7.58K $760M
XOM
Exxon Mobil Corp

Energy
8.35K
+ 27.79%
$105.83 - $117.22 $883K - $978K
38.4K $4.33B
AVGO
Broadcom Inc.

Technology
241
+ 6.64%
$264.74 - $369.57 $63.8K - $89.1K
3.87K $1.28B
Dimensional ETF Trust
22.7K
+ 83.76%
N/A
49.8K $1.36B
NSC
Norfolk Southern Corp

Industrials
2K
New
$259.49 - $300.41 $519K - $601K
2K $601M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.21K
New
$68.24 - $73.73 $492K - $532K
7.21K $530M
IEFA
Ishares Tr

ETFs
52
+ 0.13%
$81.7 - $87.53 $4.25K - $4.55K
39.7K $3.46B
MSFT
Microsoft Corp

Technology
328
+ 16.52%
$491.09 - $535.64 $161K - $176K
2.31K $1.2B
JPM
Jpmorgan Chase & CO

Financial Services
364
+ 8.3%
$282.78 - $316.06 $103K - $115K
4.75K $1.5B
NVDA
Nvidia Corp

Technology
2.04K
New
$153.3 - $186.58 $313K - $380K
2.04K $381M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.5K
+ 153.0%
$102.4 - $103.88 $358K - $363K
5.78K $598M
TSLA
Tesla, Inc.

Consumer Cyclical
137
+ 8.51%
$293.94 - $444.72 $40.3K - $60.9K
1.75K $777M
T
At&T Inc.

Communication Services
11.7K
New
$26.94 - $29.62 $316K - $348K
11.7K $332M
GOOGL
Alphabet Inc.

Communication Services
1.28K
New
$174.36 - $254.72 $223K - $326K
1.28K $311M
META
Meta Platforms, Inc.

Communication Services
375
New
$695.21 - $791.73 $261K - $297K
375 $276M
GOOG
Alphabet Inc.

Communication Services
1.13K
New
$175.16 - $255.24 $198K - $288K
1.13K $275M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.1K
New
$50.47 - $50.74 $257K - $259K
5.1K $259M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
920
New
$224.68 - $282.71 $207K - $260K
920 $257M
DFUS
Dimensional ETF Tr U S Equity

ETFs
365
+ 1.92%
$67.01 - $72.84 $24.5K - $26.6K
19.3K $1.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
390
New
$546.99 - $602.2 $213K - $235K
390 $234M
DFSU
Dimensional ETF Tr Dimen Us Su
5.46K
New
N/A
5.46K $232M
ET
Energy Transfer LP

Energy
12.8K
New
$17.11 - $18.16 $220K - $233K
12.8K $220M
AVSC
American Centy ETF Tr Avantis
3.63K
New
$51.33 - $58.63 $186K - $213K
3.63K $208M
QCOM
Qualcomm Inc

Technology
1.21K
New
$145.84 - $173.55 $177K - $211K
1.21K $202M
HD
Home Depot, Inc.

Consumer Cyclical
104
+ 2.55%
$357.4 - $423.42 $37.2K - $44K
4.18K $1.69B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.87K
+ 56.52%
$47.18 - $48.17 $183K - $187K
10.7K $515M
SUB
Ishares Short Term National Mu

ETFs
1.39K
+ 18.98%
$106.17 - $107.3 $148K - $149K
8.73K $932M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13.2K
New
$10.62 - $11.43 $140K - $150K
13.2K $150M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
12.3K
New
$8.46 - $9.02 $104K - $111K
12.3K $110M
Activity Summary
Buys All Purchases 62 New Holdings 18 Increased Positions 44 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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