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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$953M
$1.77 Billion 0.47% of portfolio
104,397
Q4 2024 Added 0.65%
$1.15B
$1.48 Billion 0.39% of portfolio
21,552
Q3 2024 New
$895M
$203 Million 0.05% of portfolio
18,381
Q4 2025 New
$647M
$28.9 Million 0.01% of portfolio
31,898
Q3 2024 New

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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