Bwm Planning, LLC Purchases in Q4 2025

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
American Centy ETF Tr
75.2K
+ 28.93%
N/A
335K $24.7B
VTI
Vanguard Total Stock Market Et

ETFs
10.9K
+ 10.9%
$321.8 - $337.95 $3.51M - $3.68M
111K $37.2B
AVUV
American Centy ETF Tr Avantis

ETFs
34.2K
+ 11.13%
$95.19 - $100.66 $3.26M - $3.45M
342K $34.9B
AVDE
American Centy ETF Tr Avantis

ETFs
12.3K
+ 4.27%
$77.65 - $81.2 $959K - $1M
301K $24.8B
SUB
Ishares Short Term National Mu

ETFs
17.1K
+ 195.74%
$106.22 - $106.81 $1.81M - $1.82M
25.8K $2.75B
XOM
Exxon Mobil Corp

Energy
12.1K
+ 31.5%
$110.64 - $119.78 $1.34M - $1.45M
50.5K $6.07B
SCHO
Schwab Short Term Us Treasury

ETFs
66.8K
+ 11.85%
$24.31 - $24.46 $1.62M - $1.63M
630K $15.4B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
33.3K
+ 310.89%
$47.98 - $48.33 $1.6M - $1.61M
44.1K $2.12B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
36.1K
+ 13.11%
$42.71 - $43.27 $1.54M - $1.56M
312K $13.3B
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
17.3K
+ 6.09%
$45.02 - $47.53 $780K - $824K
302K $14.7B
DFAI
Dimensional ETF Tr

ETFs
380
+ 0.06%
$35.82 - $37.52 $13.6K - $14.3K
616K $23.5B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
14.3K
+ 7.81%
$62.92 - $67.84 $898K - $968K
197K $12.9B
AAPL
Apple Inc.

Technology
480
+ 0.98%
$245.27 - $275.25 $118K - $132K
49.6K $13.5B
Tidal Trust Ii
32.5K
+ 17.51%
N/A
218K $3.9B
WFC
Wells Fargo & Company

Financial Services
46
+ 0.07%
$77.62 - $87.3 $3.57K - $4.02K
61.4K $5.72B
Tidal Trust Ii
6.68K
+ 3.44%
N/A
201K $5.69B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
827
+ 104.55%
$600.51 - $631.95 $497K - $523K
1.62K $1.01B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.6K
New
$23.02 - $24.23 $473K - $498K
20.6K $494M
DFAE
Dimensional ETF Tr

ETFs
890
+ 0.22%
$30.74 - $33.05 $27.4K - $29.4K
400K $13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.61K
New
$52.54 - $55.77 $400K - $424K
7.61K $409M
LLY
Eli Lilly & CO

Healthcare
39
+ 3.34%
$799.57 - $1025.28 $31.2K - $40K
1.21K $1.3B
DISV
Dimensional ETF Tr Dimensional

ETFs
121
+ 0.08%
$35.06 - $36.3 $4.24K - $4.39K
151K $5.72B
AVDV
American Centy ETF Tr Avantis

ETFs
1.87K
+ 5.23%
$87.37 - $90.92 $163K - $170K
37.6K $3.53B
GOOG
Alphabet Inc.

Communication Services
598
+ 52.92%
$237.49 - $291.74 $142K - $174K
1.73K $542M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.67K
New
$137.47 - $143.13 $229K - $239K
1.67K $239M
AMZN
Amazon Com Inc

Consumer Cyclical
986
New
$213.04 - $254.0 $210K - $250K
986 $228M
NVDA
Nvidia Corp

Technology
1.19K
+ 58.56%
$179.83 - $207.04 $215K - $247K
3.23K $603M
SYF
Synchrony Financial

Financial Services
2.58K
New
$68.02 - $75.49 $176K - $195K
2.58K $216M
UAL
United Airlines Holdings, Inc.

Industrials
1.89K
New
$90.77 - $104.05 $171K - $196K
1.89K $211M
DE
Deere & CO

Industrials
445
New
$439.11 - $480.78 $195K - $214K
445 $207M
PG
Procter & Gamble CO

Consumer Defensive
1.42K
New
$145.5 - $153.18 $207K - $218K
1.42K $204M
TALO
Talos Energy Inc.

Energy
18.4K
New
$9.05 - $10.84 $166K - $199K
18.4K $203M
IWM
Ishares Russell 2000 ETF

ETFs
814
New
$236.79 - $250.33 $193K - $204K
814 $200M
JNJ
Johnson & Johnson

Healthcare
205
+ 3.26%
$185.98 - $199.58 $38.1K - $40.9K
6.49K $1.34B
IEFA
Ishares Tr

ETFs
487
+ 1.23%
$86.09 - $89.88 $41.9K - $43.8K
40.2K $3.59B
GOOGL
Alphabet Inc.

Communication Services
69
+ 5.39%
$236.57 - $291.31 $16.3K - $20.1K
1.35K $423M
JPM
Jpmorgan Chase & CO

Financial Services
231
+ 4.86%
$294.11 - $320.41 $67.9K - $74K
4.98K $1.6B
HAL
Halliburton CO

Energy
1.87K
+ 15.04%
$21.82 - $28.06 $40.8K - $52.5K
14.3K $404M
AVGO
Broadcom Inc.

Technology
96
+ 2.48%
$324.63 - $385.98 $31.2K - $37.1K
3.97K $1.37B
VEU
Vanguard Ftse All World Ex Us

ETFs
832
+ 5.27%
$70.2 - $73.89 $58.4K - $61.5K
16.6K $1.22B
DFAS
Dimensional ETF Tr U S Small C

ETFs
73
+ 0.1%
$66.04 - $69.67 $4.82K - $5.09K
73.3K $5.11B
CVX
Chevron Corp

Energy
877
+ 4.89%
$148.9 - $157.72 $131K - $138K
18.8K $2.87B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
173
+ 18.8%
$280.66 - $305.09 $48.6K - $52.8K
1.09K $332M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
483
+ 9.41%
$139.66 - $144.52 $67.5K - $69.8K
5.62K $805M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.07%
$653.02 - $687.39 $1.96K - $2.06K
4.31K $2.94B
EFV
Msci Eafe Value ETF

ETFs
307
+ 2.83%
$66.73 - $70.99 $20.5K - $21.8K
11.2K $797M
INTC
Intel Corp

Technology
60
+ 0.35%
$34.71 - $41.53 $2.08K - $2.49K
17.3K $638M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
121
+ 1.18%
$475.68 - $513.11 $57.6K - $62.1K
10.4K $5.22B
AVSC
American Centy ETF Tr Avantis
734
+ 20.2%
$55.24 - $58.86 $40.5K - $43.2K
4.37K $257M
Activity Summary
Buys All Purchases 67 New Holdings 10 Increased Positions 57 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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