Bwm Planning
$431M 13F equity value
102 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bwm Planning covers the quarter ended June 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 | 128,127 | $47M | 11.0% |
| AVUV | AMERICAN CENTY ETF TR | 362,254 | $45M | 10.5% |
| AVNM | AMERICAN CENTY ETF TR | 406,514 | $33M | 7.8% |
| AVDE | AMERICAN CENTY ETF TR | 287,431 | $26M | 5.9% |
| DFAI | DIMENSIONAL ETF TRUST | 568,312 | $23M | 5.4% |
| SCHO | SCHWAB STRATEGIC TR | 743,052 | $18M | 4.2% |
| QVAL | EA SERIES TRUST | 300,787 | $17M | 3.9% |
| QMOM | EA SERIES TRUST | 205,011 | $16M | 3.7% |
| DFCF | DIMENSIONAL ETF TRUST | 370,444 | $16M | 3.6% |
| AAPL | APPLE INC | 50,515 | $15M | 3.4% |
Track Bwm Planning's 13F portfolio: $431M in reported holdings, 102 positions. Top holdings and quarterly changes on SentiSense.
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