Bwm Planning, LLC Portfolio Holdings

Bwm Planning, LLC

  • $374 Billion
  • Q4 2025

Bwm Planning, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $374 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $37.2B, American Centy ETF Tr Avantis with a value of $34.9B, American Centy ETF Tr Avantis with a value of $24.8B, American Centy ETF Tr with a value of $24.7B, and Dimensional ETF Tr with a value of $23.5B.

Examining the 13F form we can see an increase of $38.2B in the current position value, from $336B to 374B.

Bwm Planning, LLC is based out at The Woodlands, TX

Below you can find more details about Bwm Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $374 Billion
ETFs: $266 Billion
Energy: $18.2 Billion
Technology: $17.8 Billion
Financial Services: $12.8 Billion
Healthcare: $2.64 Billion
Consumer Cyclical: $2.45 Billion
Communication Services: $1.29 Billion
Consumer Defensive: $775 Million
Other: $731 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21B
$1.38 Billion 0.37% of portfolio
52,487
Q3 2024 New
$139B
$1.37 Billion 0.37% of portfolio
3,968
Q4 2025 Added 2.48%
$15B
$1.12 Billion 0.3% of portfolio
28,325
Q3 2024 New
$68.5B
$1.02 Billion 0.27% of portfolio
7,929
Q3 2025 Reduced 2.85%
$143B
$638 Million 0.17% of portfolio
17,287
Q4 2025 Added 0.35%
$24.8B
$404 Million 0.11% of portfolio
14,311
Q4 2025 Added 15.04%
$113B
$337 Million 0.09% of portfolio
3,599
Q4 2025 Reduced 4.74%
$140B
$313 Million 0.08% of portfolio
981
Q4 2025 Added 1.66%
$74.3B
$261 Million 0.07% of portfolio
4,349
Q4 2025 Reduced 0.93%
$144B
$207 Million 0.06% of portfolio
445
Q4 2025 New
$187B
$217 Million 0.06% of portfolio
1,268
Q4 2025 Added 4.53%
$32.9B
$216 Million 0.06% of portfolio
2,583
Q4 2025 New
$31.1B
$211 Million 0.06% of portfolio
1,887
Q4 2025 New
$52.5B
$216 Million 0.06% of portfolio
13,092
Q4 2025 Added 1.91%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $374 Billion
  • Prior Value $336 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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