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 51–94 of 94
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFGX | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 6K | $500K+ | SH |
| EFV | ISHARES TR | 11K | $500K+ | SH |
| AGG | ISHARES TR | 8K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| INTC | INTEL CORP | 17K | $500K+ | SH |
| STIP | ISHARES TR | 6K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 9K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 7K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 21K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| AVRE | AMERICAN CENTY ETF TR | 8K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 12K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 937 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 914 | $100K–$500K | SH |
| BSVO | EA SERIES TRUST | 12K | $100K–$500K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| META | META PLATFORMS INC | 399 | $100K–$500K | SH |
| AVSC | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| SPSK | TIDAL TRUST I | 14K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| DFSU | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 13K | $100K–$500K | SH |
| TALO | TALOS ENERGY INC | 18K | $100K–$500K | SH |
| IWM | ISHARES TR | 814 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| DE | DEERE & CO | 375 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 200 | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 299 | $50K–$100K | SH |
| SYF | SYNCHRONY FINANCIAL | 493 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 115 | $15K–$50K | SH |
| KOS | KOSMOS ENERGY LTD | 32K | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 81 | $1K–$15K | SH |