CIK 2039698
BWM Planning, LLC
Institutional 13F holdings & portfolio
Holdings
94
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 110K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 342K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 301K | $1M+ | SH |
| AVNM | AMERICAN CENTY ETF TR | 335K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 616K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 630K | $1M+ | SH |
| QVAL | EA SERIES TRUST | 302K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 312K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 400K | $1M+ | SH |
| QMOM | EA SERIES TRUST | 197K | $1M+ | SH |
| AAPL | APPLE INC | 41K | $1M+ | SH |
| IVV | ISHARES TR | 16K | $1M+ | SH |
| SPXE | PROSHARES TR | 139K | $1M+ | SH |
| HIDE | EA SERIES TRUST | 401K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 124K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 48K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 151K | $1M+ | SH |
| RSST | TIDAL TRUST II | 201K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 60K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 73K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 55K | $1M+ | SH |
| RSBT | TIDAL TRUST II | 218K | $1M+ | SH |
| IEFA | ISHARES TR | 40K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 38K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 31K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 68K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 4K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 19K | $1M+ | SH |
| SUB | ISHARES TR | 26K | $1M+ | SH |
| DFNM | DIMENSIONAL ETF TRUST | 44K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 41K | $1M+ | SH |
| PBT | PERMIAN BASIN RTY TR | 104K | $1M+ | SH |
| SBR | SABINE RTY TR | 22K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 19K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 53K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 52K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 28K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| HP | HELMERICH & PAYNE INC | 36K | $1M+ | SH |
| CLB | CORE LABORATORIES INC | 65K | $1M+ | SH |
| PSX | PHILLIPS 66 | 8K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 3K | $500K+ | SH |