Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BWM Planning, LLC (CIK 2039698) reported $379.1M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($39.0M, 10.28%), AVUV ($38.7M, 10.21%), AVNM ($28.9M, 7.61%), AVDE ($24.1M, 6.37%), DFAI ($21.7M, 5.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $39.0M | 10.28% | 121,477 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $38.7M | 10.21% | 350,329 | Added |
| 3 | AVNM | AMERICAN CENTY ETF TR | $28.9M | 7.61% | 379,007 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $24.1M | 6.37% | 284,591 | Trimmed |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $21.7M | 5.72% | 557,089 | Trimmed |
| 6 | SCHO | SCHWAB STRATEGIC TR | $17.1M | 4.50% | 703,664 | Added |
| 7 | QVAL | EA SERIES TRUST | $15.1M | 3.99% | 290,340 | Trimmed |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $14.4M | 3.79% | 340,641 | Added |
| 9 | QMOM | EA SERIES TRUST | $13.7M | 3.62% | 200,955 | Added |
| 10 | AAPL | APPLE INC | $12.4M | 3.28% | 49,007 | Trimmed |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $12.4M | 3.27% | 365,577 | Trimmed |
| 12 | HIDE | EA SERIES TRUST | $10.0M | 2.65% | 418,386 | Added |
| 13 | SPXE | PROSHARES TR | $9.7M | 2.55% | 139,194 | Hold |
| 14 | IVV | ISHARES TR | $8.7M | 2.31% | 13,388 | Trimmed |
| 15 | RSST | TIDAL TRUST II | $6.4M | 1.68% | 225,465 | Added |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $6.3M | 1.66% | 100,973 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.6M | 1.49% | 11,760 | Added |
| 18 | DISV | DIMENSIONAL ETF TRUST | $5.5M | 1.46% | 140,432 | Trimmed |
| 19 | WFC | WELLS FARGO & CO | $4.9M | 1.29% | 61,291 | Trimmed |
| 20 | AVEM | AMERICAN CENTY ETF TR | $4.3M | 1.14% | 53,679 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $4.2M | 1.10% | 24,685 | Trimmed |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $4.1M | 1.09% | 58,133 | Trimmed |
| 23 | SUB | ISHARES TR | $3.9M | 1.02% | 36,356 | Added |
| 24 | IEFA | ISHARES TR | $3.6M | 0.96% | 40,166 | Hold |
| 25 | BOXX | EA SERIES TRUST | $3.6M | 0.94% | 30,563 | Added |
Source: SEC Form 13F filings · as of 2026-03-31