Bwm Planning, LLC Portfolio Holdings

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

Bwm Planning, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $236 Billion distributed in 93 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 $22.1B, Dimensional ETF Tr with a value of $18.3B, American Centy ETF Tr with a value of $11.3B, American Centy ETF Tr Avantis with a value of $11B, and Apple Inc. with a value of $10.2B.

Examining the 13F form we can see an increase of $6.47B in the current position value, from $230B to 236B.

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 $236 Billion
ETFs: $165 Billion
Energy: $13.5 Billion
Technology: $12 Billion
Financial Services: $10.8 Billion
Healthcare: $1.94 Billion
Consumer Cyclical: $1.91 Billion
Consumer Defensive: $579 Million
Industrials: $456 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $236 Billion
  • Prior Value $230 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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