BWM Planning, LLC
CIK 2039698
13F filing for Q2 2026・No. 4,294
- Holdings
- US$431.25M
- Quarter change
- +US$52.13M
- Entries
- 141
- Net bought (estimate)
- +US$18.6M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 3
- Cut 9
- Added 52
- Corporate actions 0
- Unchanged 23
Largest holdings
99 stocks worth US$431.25M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 128,127 | US$47.41M | 10.99% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 362,254 | US$45.19M | 10.48% |
| AMERICAN CENTY ETF TRAVANTIS ALL INT | Added | 406,514 | US$33.49M | 7.77% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 287,431 | US$25.64M | 5.95% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 568,312 | US$23.44M | 5.44% |
| SCHWAB STRATEGIC TRSHT TM US TRES | Added | 743,052 | US$17.94M | 4.16% |
| EA SERIES TRUSTUS QUAN VALUE | Added | 300,787 | US$16.68M | 3.87% |
| EA SERIES TRUSTUS QUAN MOMENTUM | Added | 205,011 | US$16.14M | 3.74% |
| DIMENSIONAL ETF TRUSTCORE FIXE IN ETF | Added | 370,444 | US$15.64M | 3.63% |
| AAPLAppleCOM | Added | 50,515 | US$14.62M | 3.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.