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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$852M
$1.91 Billion 0.57% of portfolio
104,397
Q4 2024 Added 0.65%
$1.06B
$1.71 Billion 0.51% of portfolio
21,552
Q3 2024 New
$675M
$53 Million 0.02% of portfolio
31,898
Q3 2024 New

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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