BWM Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, BWM Planning, LLC held in its portfolio 94 assets valued at $374,233,879 (i.e. $374.23M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($37.17M), AMERICAN CENTY ETF TR ($34.88M), and AMERICAN CENTY ETF TR ($24.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 94 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BWM Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 110860 | 37168181 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 342003 | 34877429 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 301349 | 24807076 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 335347 | 24654711 | AVANTIS ALL INT |
| DIMENSIONAL ETF TRUST | 615859 | 23470403 | INTL CORE EQT MK |
| SCHWAB STRATEGIC TR | 629939 | 15351621 | SHT TM US TRES |
| EA SERIES TRUST | 301876 | 14730064 | US QUAN VALUE |
| APPLE INC | 49572 | 13476481 | COM |
| DIMENSIONAL ETF TRUST | 311696 | 13265766 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 400278 | 13037069 | EMGR CRE EQT MNG |
| EA SERIES TRUST | 196921 | 12857675 | US QUAN MOMENTUM |
| ISHARES TR | 15915 | 10900547 | CORE S&P500 ETF |
| PROSHARES TR | 139194 | 10283758 | SP500 EX ENRGY |
| EA SERIES TRUST | 401212 | 9117654 | ALPHA ARCHITECT |
| DIMENSIONAL ETF TRUST | 124095 | 7388588 | US TARGETED VLU |
| EXXON MOBIL CORP | 50474 | 6073978 | COM |
| DIMENSIONAL ETF TRUST | 150557 | 5721164 | INTL SMALL CAP V |
| WELLS FARGO CO NEW | 61382 | 5720768 | COM |
| TIDAL TRUST II | 200880 | 5694938 | RETURN STCKD US |
| BERKSHIRE HATHAWAY INC DEL | 10387 | 5221026 | CL B NEW |
| DIMENSIONAL ETF TRUST | 73337 | 5109402 | US SMALL CAP ETF |
| AMERICAN CENTY ETF TR | 54706 | 4213435 | AVANTIS EMGMKT |
| TIDAL TRUST II | 217801 | 3902987 | RTN STACKED BD |
| ISHARES TR | 40166 | 3593280 | CORE MSCI EAFE |
| AMERICAN CENTY ETF TR | 37591 | 3532382 | INTL SMCP VLU |
| EA SERIES TRUST | 30520 | 3512844 | ALPHA ARCH 1-3 |
| DIMENSIONAL ETF TRUST | 67707 | 3154469 | US MKTWIDE VALUE |
| SPDR S&P 500 ETF TR | 4311 | 2939900 | TR UNIT |
| CHEVRON CORP NEW | 18822 | 2868714 | COM |
| ISHARES TR | 25806 | 2753520 | SHRT NAT MUN ETF |
| DIMENSIONAL ETF TRUST | 44072 | 2122945 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 40979 | 2044876 | INTERNATNAL VAL |
| PERMIAN BASIN RTY TR | 104397 | 1772668 | UNIT BEN INT |
| JPMORGAN CHASE & CO. | 4980 | 1604654 | COM |
| SABINE RTY TR | 21552 | 1477826 | UNIT BEN INT |
| DIMENSIONAL ETF TRUST | 19330 | 1433696 | US EQUITY MARKET |
| HOME DEPOT INC | 4156 | 1430003 | COM |
| DIMENSIONAL ETF TRUST | 52679 | 1391785 | GLOBAL REAL EST |
| COTERRA ENERGY INC | 52487 | 1381452 | COM |
| BROADCOM INC | 3968 | 1373338 | COM |
| JOHNSON & JOHNSON | 6488 | 1342602 | COM |
| ELI LILLY & CO | 1208 | 1298158 | COM |
| VANGUARD INTL EQUITY INDEX F | 16632 | 1223450 | ALLWRLD EX US |
| MICROSOFT CORP | 2402 | 1161610 | COM |
| WESTERN MIDSTREAM PARTNERS L | 28325 | 1118838 | COM UNIT LP INT |
| HELMERICH & PAYNE INC | 36388 | 1043611 | COM |
| CORE LABORATORIES INC | 65036 | 1042520 | COM |
| PHILLIPS 66 | 7929 | 1023131 | COM |
| VANGUARD INDEX FDS | 1618 | 1014799 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 3083 | 970383 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 17628 | 927850 | GLOBAL EX US COR |
| VANGUARD INTL EQUITY INDEX F | 5618 | 805228 | FTSE SMCAP ETF |
| ISHARES TR | 11167 | 797435 | EAFE VALUE ETF |
| TESLA INC | 1755 | 789258 | COM |
| ISHARES TR | 7845 | 783559 | CORE US AGGBD ET |
| INTEL CORP | 17287 | 637881 | COM |
| ISHARES TR | 5899 | 604031 | 0-5 YR TIPS ETF |
| NVIDIA CORPORATION | 3233 | 603046 | COM |
| SCHWAB STRATEGIC TR | 17828 | 583867 | EMRG MKTEQ ETF |
| PEPSICO INC | 3983 | 571679 | COM |
| VANGUARD TAX-MANAGED FDS | 8867 | 553910 | VAN FTSE DEV MKT |
| VANGUARD STAR FDS | 7211 | 543998 | VG TL INTL STK F |
| ALPHABET INC | 1728 | 542275 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 20550 | 494029 | INTL EQTY ETF |
| DIMENSIONAL ETF TRUST | 11980 | 474298 | US CORE EQUITY 2 |
| ALPHABET INC | 1350 | 422550 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 7607 | 408954 | FTSE EMR MKT ETF |
| HALLIBURTON CO | 14311 | 404427 | COM |
| VANGUARD BD INDEX FDS | 5428 | 402052 | TOTAL BND MRKT |
| AMERICAN CENTY ETF TR | 8367 | 364216 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 1655 | 350556 | SM CP VAL ETF |
| CONOCOPHILLIPS | 3599 | 336930 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1093 | 332254 | SPONSORED ADS |
| META PLATFORMS INC | 485 | 320310 | CL A |
| EATON CORP PLC | 981 | 312580 | SHS |
| EA SERIES TRUST | 12191 | 284050 | EA BRIDGEWAY OMN |
| DIMENSIONAL ETF TRUST | 8594 | 281281 | WORLD EX US CORE |
| WILLIAMS COS INC | 4349 | 261448 | COM |
| AMERICAN CENTY ETF TR | 4367 | 256518 | AVANTIS US SMALL |
| TIDAL TRUST I | 13533 | 247046 | SP DWJNS SUKUK |
| INVESCO QQQ TR | 390 | 239581 | UNIT SER 1 |
| VANGUARD WHITEHALL FDS | 1668 | 239429 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 5470 | 237546 | US SUSTAINABILTY |
| AMAZON COM INC | 986 | 227695 | COM |
| SELECT SECTOR SPDR TR | 1514 | 217964 | STATE STREET TEC |
| QUALCOMM INC | 1268 | 216969 | COM |
| ENERGY TRANSFER L P | 13092 | 215886 | COM UT LTD PTN |
| SYNCHRONY FINANCIAL | 2583 | 215516 | COM |
| UNITED AIRLS HLDGS INC | 1887 | 211005 | COM |
| DEERE & CO | 445 | 207076 | COM |
| PROCTER AND GAMBLE CO | 1421 | 203644 | COM |
| TALOS ENERGY INC | 18381 | 202559 | COM |
| ISHARES TR | 814 | 200374 | RUSSELL 2000 ETF |
| KOSMOS ENERGY LTD | 31898 | 28944 | COM |
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