BWM Planning, LLC

OtherOther

AUM: $290.3B·105 positions·Q4 2025

Filed: Jan 14, 2026

CIK: 0002039698

BWM Planning, LLC is a Other fund managing $290254.6 trillion in assets. The fund runs a portfolio of 105 positions.

Top 10 Holdings

#	Stock	Value	% Port.	Chg
1	VTI VANGUARD INDEX FDS	$37.0T	9.9%	+11.0%	▲
2	AVUV AMERICAN CENTY ETF TR	$34.9T	9.3%	+11.1%	▲
3	AVDE AMERICAN CENTY ETF TR	$24.8T	6.6%	+4.3%	▲
4	AVNM AMERICAN CENTY ETF TR	$24.7T	6.6%	+28.9%	▲▲
5	DFAI DIMENSIONAL ETF TRUST	$23.5T	6.3%	+0.1%	▲
6	SCHO SCHWAB STRATEGIC TR	$15.4T	4.1%	+11.9%	▲
7	QVAL EA SERIES TRUST	$14.7T	3.9%	+6.1%	▲
8	DFCF DIMENSIONAL ETF TRUST	$13.3T	3.5%	+13.1%	▲
9	DFAE DIMENSIONAL ETF TRUST	$13.0T	3.5%	+0.2%	▲
10	QMOM EA SERIES TRUST	$12.9T	3.4%	+7.8%	▲

Notable Moves

New Positions

$494.0B (0.1%)

$409.0B (0.1%)

$239.4B (0.1%)

$202.6B (0.1%)

$200.4B (0.1%)

$176.6B (0.0%)

$174.5B (0.0%)

SYF

$174.4B (0.0%)

Exits & Heavy Cuts

-93% · $320.7B

-99% · $199.2B

-52% · $136.5B

-93% · $81.5B

-92% · $79.3B

-89% · $75.1B

-77% · $72.9B

-96% · $19.9B

Fund Analysis

Fund analysis is being prepared.

All Holdings

Sort:

#	Stock	Value	% Port.	Chg
1	VTI VANGUARD INDEX FDS	$37.0T	9.9%	+11.0%	▼
2	AVUV AMERICAN CENTY ETF TR	$34.9T	9.3%	+11.1%	▼
3	AVDE AMERICAN CENTY ETF TR	$24.8T	6.6%	+4.3%	▼
4	AVNM AMERICAN CENTY ETF TR	$24.7T	6.6%	+28.9%	▼
5	DFAI DIMENSIONAL ETF TRUST	$23.5T	6.3%	+0.1%	▼
6	SCHO SCHWAB STRATEGIC TR	$15.4T	4.1%	+11.9%	▼
7	QVAL EA SERIES TRUST	$14.7T	3.9%	+6.1%	▼
8	DFCF DIMENSIONAL ETF TRUST	$13.3T	3.5%	+13.1%	▼
9	DFAE DIMENSIONAL ETF TRUST	$13.0T	3.5%	+0.2%	▼
10	QMOM EA SERIES TRUST	$12.9T	3.4%	+7.8%	▼
11	AAPL APPLE INC	$11.1T	3.0%	+363.1%	▼
12	IVV ISHARES TR	$10.9T	2.9%	-0.7%	▼
13	SPXE PROSHARES TR	$10.3T	2.7%	0.0%	▼
14	HIDE EA SERIES TRUST	$9.1T	2.4%	+19.2%	▼
15	DFAT DIMENSIONAL ETF TRUST	$7.4T	2.0%	-0.8%	▼
16	XOM EXXON MOBIL CORP	$5.8T	1.5%	+27.1%	▼
17	DISV DIMENSIONAL ETF TRUST	$5.7T	1.5%	+0.1%	▼
18	RSST TIDAL TRUST II	$5.7T	1.5%	+3.4%	▼
19	WFC WELLS FARGO CO NEW	$5.6T	1.5%	—	▼
20	BRK/B BERKSHIRE HATHAWAY INC DEL	$5.1T	1.4%	—	▼
21	DFAS DIMENSIONAL ETF TRUST	$5.1T	1.4%	+0.1%	▼
22	AVEM AMERICAN CENTY ETF TR	$4.2T	1.1%	-2.5%	▼
23	RSBT TIDAL TRUST II	$3.9T	1.0%	+17.5%	▼
24	IEFA ISHARES TR	$3.6T	1.0%	+1.2%	▼
25	AVDV AMERICAN CENTY ETF TR	$3.5T	0.9%	+5.2%	▼
26	BOXX EA SERIES TRUST	$3.5T	0.9%	+0.1%	▼
27	DFUV DIMENSIONAL ETF TRUST	$3.2T	0.8%	0.0%	▼
28	SPY SPDR S&P 500 ETF TR	$2.9T	0.8%	+0.1%	▼
29	CVX CHEVRON CORP NEW	$2.8T	0.8%	+5.4%	▼
30	SUB ISHARES TR	$2.8T	0.7%	+195.7%	▼
31	AAPL APPLE INC	$2.4T	0.6%	+1.0%	▼
32	DFNM DIMENSIONAL ETF TRUST	$2.1T	0.6%	+310.9%	▼
33	DFIV DIMENSIONAL ETF TRUST	$2.0T	0.5%	0.0%	▼
34	PBT PERMIAN BASIN RTY TR	$1.8T	0.5%	0.0%	▼
35	SBR SABINE RTY TR	$1.5T	0.4%	0.0%	▼
36	JPM JPMORGAN CHASE & CO.	$1.5T	0.4%	—	▼
37	DFUS DIMENSIONAL ETF TRUST	$1.4T	0.4%	0.0%	▼
38	HD HOME DEPOT INC	$1.4T	0.4%	—	▼
39	DFGR DIMENSIONAL ETF TRUST	$1.4T	0.4%	+5.8%	▼
40	CTRA COTERRA ENERGY INC	$1.4T	0.4%	0.0%	▼
41	AVGO BROADCOM INC	$1.3T	0.3%	+1.1%	▼
42	JNJ JOHNSON & JOHNSON	$1.3T	0.3%	+1.5%	▼
43	VEU VANGUARD INTL EQUITY INDEX F	$1.2T	0.3%	+5.3%	▼
44	LLY ELI LILLY & CO	$1.1T	0.3%	+652.1%	▼
45	WES WESTERN MIDSTREAM PARTNERS L	$1.1T	0.3%	0.0%	▼
46	MSFT MICROSOFT CORP	$1.1T	0.3%	+13.6%	▼
47	HP HELMERICH & PAYNE INC	$1.0T	0.3%	0.0%	▼
48	CLB CORE LABORATORIES INC	$1.0T	0.3%	0.0%	▼
49	PSX PHILLIPS 66	$1.0T	0.3%	—	▼
50	VOO VANGUARD INDEX FDS	$1.0T	0.3%	+104.6%	▼
51	VV VANGUARD INDEX FDS	$970.4B	0.3%	-29.7%	▼
52	DFGX DIMENSIONAL ETF TRUST	$927.9B	0.2%	0.0%	▼
53	VSS VANGUARD INTL EQUITY INDEX F	$805.2B	0.2%	+9.4%	▼
54	EFV ISHARES TR	$797.4B	0.2%	+2.8%	▼
55	AGG ISHARES TR	$783.6B	0.2%	+3.5%	▼
56	TSLA TESLA INC	$714.2B	0.2%	0.0%	▼
57	INTC INTEL CORP	$625.5B	0.2%	+0.1%	▼
58	STIP ISHARES TR	$604.0B	0.2%	+2.0%	▼
59	SCHE SCHWAB STRATEGIC TR	$583.9B	0.2%	0.0%	▼
60	VEA VANGUARD TAX-MANAGED FDS	$553.9B	0.1%	+0.2%	▼
61	PEP PEPSICO INC	$551.7B	0.1%	0.0%	▼
62	VXUS VANGUARD STAR FDS	$544.0B	0.1%	0.0%	▼
63	SCHFNEW SCHWAB STRATEGIC TR	$494.0B	0.1%	—	▼
64	DFAC DIMENSIONAL ETF TRUST	$474.3B	0.1%	+5.2%	▼
65	VWONEW VANGUARD INTL EQUITY INDEX F	$409.0B	0.1%	—	▼
66	NVDA NVIDIA CORPORATION	$408.5B	0.1%	+102.4%	▼
67	BND VANGUARD BD INDEX FDS	$402.1B	0.1%	0.0%	▼
68	AVRE AMERICAN CENTY ETF TR	$364.2B	0.1%	0.0%	▼
69	VBR VANGUARD INDEX FDS	$350.6B	0.1%	+0.1%	▼
70	GOOG ALPHABET INC	$334.5B	0.1%	+114.1%	▼
71	HAL HALLIBURTON CO	$331.6B	0.1%	+5.9%	▼
72	COP CONOCOPHILLIPS	$327.8B	0.1%	—	▼
73	XOM EXXON MOBIL CORP	$320.7B	0.1%	-92.9%	▼
74	ETN EATON CORP PLC	$298.6B	0.1%	0.0%	▼
75	TSM TAIWAN SEMICONDUCTOR MFG LTD	$297.2B	0.1%	+750.4%	▼
76	GOOGL ALPHABET INC	$286.1B	0.1%	0.0%	▼
77	BSVO EA SERIES TRUST	$284.1B	0.1%	0.0%	▼
78	DFAX DIMENSIONAL ETF TRUST	$281.3B	0.1%	+0.7%	▼
79	META META PLATFORMS INC	$263.5B	0.1%	+411.5%	▼
80	AVSC AMERICAN CENTY ETF TR	$256.5B	0.1%	+20.2%	▼
81	SPSK TIDAL TRUST I	$247.0B	0.1%	0.0%	▼
82	VYMNEW VANGUARD WHITEHALL FDS	$239.4B	0.1%	—	▼
83	DFSU DIMENSIONAL ETF TRUST	$237.5B	0.1%	+0.1%	▼
84	WMB WILLIAMS COS INC	$232.7B	0.1%	+645.9%	▼
85	XLK SELECT SECTOR SPDR TR	$218.0B	0.1%	+39.8%	▼
86	ET ENERGY TRANSFER L P	$215.9B	0.1%	+1.9%	▼
87	GOOG ALPHABET INC	$207.7B	0.1%	+32.9%	▼
88	QCOM QUALCOMM INC	$203.1B	0.1%	+4.9%	▼
89	TALONEW TALOS ENERGY INC	$202.6B	0.1%	—	▼
90	IWMNEW ISHARES TR	$200.4B	0.1%	—	▼
91	VTI VANGUARD INDEX FDS	$199.2B	0.1%	-99.4%	▼
92	NVDA NVIDIA CORPORATION	$194.5B	0.1%	-3.6%	▼
93	PGNEW PROCTER AND GAMBLE CO	$176.6B	0.0%	—	▼
94	DENEW DEERE & CO	$174.5B	0.0%	—	▼
95	SYFNEW SYNCHRONY FINANCIAL	$174.4B	0.0%	—	▼
96	LLY ELI LILLY & CO	$166.6B	0.0%	+10.7%	▼
97	AMZNNEW AMAZON COM INC	$158.6B	0.0%	—	▼
98	GOOGL ALPHABET INC	$136.5B	0.0%	-52.3%	▼
99	JPM JPMORGAN CHASE & CO.	$128.9B	0.0%	+10.5%	▼
100	WFC WELLS FARGO CO NEW	$127.4B	0.0%	+3.5%	▼
101	QQQ INVESCO QQQ TR	$122.9B	0.0%	+5.3%	▼
102	UALNEW UNITED AIRLS HLDGS INC	$118.9B	0.0%	—	▼
103	QQQ INVESCO QQQ TR	$116.7B	0.0%	0.0%	▼
104	AVGO BROADCOM INC	$108.7B	0.0%	+21.2%	▼
105	UALNEW UNITED AIRLS HLDGS INC	$92.1B	0.0%	—	▼
106	BRK/B BERKSHIRE HATHAWAY INC DEL	$81.9B	0.0%	+64.6%	▼
107	JNJ JOHNSON & JOHNSON	$81.5B	0.0%	-93.4%	▼
108	MSFT MICROSOFT CORP	$79.3B	0.0%	-91.7%	▼
109	TSLA TESLA INC	$75.1B	0.0%	-89.5%	▼
110	HAL HALLIBURTON CO	$72.9B	0.0%	-76.7%	▼
111	AMZNNEW AMAZON COM INC	$69.1B	0.0%	—	▼
112	META META PLATFORMS INC	$56.8B	0.0%	+10.3%	▼
113	SYFNEW SYNCHRONY FINANCIAL	$41.1B	0.0%	—	▼
114	TSM TAIWAN SEMICONDUCTOR MFG LTD	$35.0B	0.0%	0.0%	▼
115	DENEW DEERE & CO	$32.6B	0.0%	—	▼
116	KOS KOSMOS ENERGY LTD	$28.9B	0.0%	0.0%	▼
117	WMB WILLIAMS COS INC	$28.7B	0.0%	-7.9%	▼
118	PGNEW PROCTER AND GAMBLE CO	$27.1B	0.0%	—	▼
119	PEP PEPSICO INC	$19.9B	0.0%	-96.4%	▼
120	CVX CHEVRON CORP NEW	$19.2B	0.0%	-99.3%	▼
121	HD HOME DEPOT INC	$18.2B	0.0%	-55.1%	▼
122	ETN EATON CORP PLC	$14.0B	0.0%	-95.3%	▼
123	QCOM QUALCOMM INC	$13.9B	0.0%	-92.8%	▼
124	INTC INTEL CORP	$12.4B	0.0%	+15.5%	▼
125	SPY SPDR S&P 500 ETF TR	$10.2B	0.0%	-99.7%	▼
126	COP CONOCOPHILLIPS	$9.2B	0.0%	-64.6%	▼
127	PSX PHILLIPS 66	$1.4B	0.0%	0.0%	▼

Showing 127 of 127 positions

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Holdings reflect 13F filings with the SEC — quarterly disclosures required of institutional managers with $100M+ in AUM. Positions are as of quarter-end and may have changed significantly since filing. See full disclaimer.