§ 13F · FUND PROFILE
BWM Planning, LLC.
AUM · $431M (13F)Positions · 141Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 128K | $47M | 10.9% | +5% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 362K | $45M | 10.5% | +3% |
| 3 | AVNM | AMERICAN CENTY ETF TR | 407K | $33M | 7.8% | +7% |
| 4 | AVDE | AMERICAN CENTY ETF TR | 287K | $26M | 5.9% | +1% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 568K | $23M | 5.4% | +2% |
| 6 | SCHO | SCHWAB STRATEGIC TR | 743K | $18M | 4.2% | +6% |
| 7 | QVAL | EA SERIES TRUST | 301K | $17M | 3.9% | +4% |
| 8 | QMOM | EA SERIES TRUST | 205K | $16M | 3.7% | +2% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 370K | $16M | 3.6% | +9% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 360K | $14M | 3.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BWM SIGNAL
AC read
BWM Planning, LLC is a Other fund managing $431 million in assets. The fund runs a portfolio of 141 positions.
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