§ 13F · FUND PROFILE
BWM Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290.3T (13F)Positions · 105Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 110K | $37.0T | 9.9% | +11% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 342K | $34.9T | 9.3% | +11% |
| 3 | AVDE | AMERICAN CENTY ETF TR | 301K | $24.8T | 6.6% | +4% |
| 4 | AVNM | AMERICAN CENTY ETF TR | 335K | $24.7T | 6.6% | +29% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 616K | $23.5T | 6.3% | ±0% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 630K | $15.4T | 4.1% | +12% |
| 7 | QVAL | EA SERIES TRUST | 302K | $14.7T | 3.9% | +6% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 312K | $13.3T | 3.5% | +13% |
| 9 | DFAE | DIMENSIONAL ETF TRUST | 400K | $13.0T | 3.5% | ±0% |
| 10 | QMOM | EA SERIES TRUST | 197K | $12.9T | 3.4% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BWM SIGNAL
AC read
BWM Planning, LLC is a Other fund managing $290254.6 trillion in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed