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BWM PLANNING, LLC
BWM PLANNING, LLC
Latest filing: 2026-06-30
BWM PLANNING, LLC runs BWM PLANNING, LLC and currently holds 99 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $431.25M. Their top holdings are VTI, AVUV, AVDE, DFAI, SCHO. The top five represent 37.0% of reported portfolio weight. BWM PLANNING, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BWM PLANNING, LLC initiated 8 new positions. They added to 52 existing positions. They trimmed 9 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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99 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 10.99% | $300.03 | $378.25 | +26.07% | Added +5.47% |
 AVUV AMERICAN CENTY ETF TR | 10.48% | $94.89 | $126.43 | +33.24% | Added +3.40% |
 AVDE AMERICAN CENTY ETF TR | 5.95% | $70.59 | $94.24 | +33.50% | Added +1.00% |
 DFAI DIMENSIONAL ETF TRUST | 5.44% | $32.16 | $43.33 | +34.73% | Added +2.01% |
 SCHO SCHWAB STRATEGIC TR | 4.16% | $24.37 | $24.09 | -1.15% | Added +5.60% |
 DFCF DIMENSIONAL ETF TRUST | 3.63% | $42.65 | $41.48 | -2.74% | Added +8.75% |
 AAPL APPLE INC | 3.39% | $233.83 | $309.35 | +32.30% | Added +3.08% |
 DFAE DIMENSIONAL ETF TRUST | 3.36% | $27.57 | $39.48 | +43.20% | Trimmed -1.45% |
 IVV ISHARES TR | 2.38% | $581.12 | $769.30 | +32.38% | Added +2.48% |
 DFAT DIMENSIONAL ETF TRUST | 1.66% | $56.03 | $71.70 | +27.97% | Added +1.51% |
Showing 1-10 of 99