Bwm Planning
$442M 13F equity value
100 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Bwm Planning covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 133,731 | $50M | 11.3% |
| AVUV | AMERICAN CENTY ETF TR | 373,550 | $44M | 9.9% |
| AVNM | AMERICAN CENTY ETF TR | 437,888 | $36M | 8.2% |
| AVDE | AMERICAN CENTY ETF TR | 294,638 | $27M | 6.0% |
| DFAI | DIMENSIONAL ETF TRUST | 566,503 | $23M | 5.3% |
| SCHO | SCHWAB STRATEGIC TR | 774,078 | $18M | 4.2% |
| QVAL | EA SERIES TRUST | 302,810 | $18M | 4.0% |
| AAPL | APPLE INC | 50,308 | $17M | 3.8% |
| DFCF | DIMENSIONAL ETF TRUST | 400,249 | $16M | 3.6% |
| QMOM | EA SERIES TRUST | 213,800 | $15M | 3.5% |
Track Bwm Planning's 13F portfolio: $442M in reported holdings, 100 positions. Top holdings and quarterly changes on SentiSense.
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