§ 13F · FUND PROFILE
BWM Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $336M (13F)Positions · 119Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$821K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 121K | $39M | 10.2% | +10% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 350K | $39M | 10.2% | +2% |
| 3 | AVNM | AMERICAN CENTY ETF TR | 379K | $29M | 7.6% | +13% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 285K | $24M | 6.4% | −6% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 557K | $22M | 5.7% | −10% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 704K | $17M | 4.5% | +12% |
| 7 | QVAL | EA SERIES TRUST | 290K | $15M | 4.0% | −4% |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 341K | $14M | 3.8% | +9% |
| 9 | QMOM | EA SERIES TRUST | 201K | $14M | 3.6% | +2% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 366K | $12M | 3.3% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BWM SIGNAL
AC read
BWM Planning, LLC is a Other fund managing $336 million in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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