Bwm Planning, LLC Portfolio Holdings

Bwm Planning, LLC

$336 Billion
Q3 2025

Bwm Planning, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $336 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32.8B, American Centy ETF Tr Avantis with a value of $30.6B, American Centy ETF Tr Avantis with a value of $22.8B, Dimensional ETF Tr with a value of $22.4B, and American Centy ETF Tr with a value of $18.4B.

Examining the 13F form we can see an increase of $99.7B in the current position value, from $236B to 336B.

Bwm Planning, LLC is based out at The Woodlands, TX

Below you can find more details about Bwm Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $336 Billion

ETFs: $242 Billion

Technology: $16.4 Billion

Energy: $16.2 Billion

Financial Services: $12.1 Billion

Consumer Cyclical: $2.47 Billion

Healthcare: $2.06 Billion

Communication Services: $1.19 Billion

Industrials: $962 Million

Other: $558 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 119
Current Value $336 Billion
Prior Value $236 Billion
Filing
Period Q3 2025
Filing Date October 31, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 18 stocks
Additional Purchases 44 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

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