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 $431.2M across 99 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($47.4M, 10.99%), AVUV ($45.2M, 10.48%), AVNM ($33.5M, 7.77%), AVDE ($25.6M, 5.95%), DFAI ($23.4M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $47.4M | 10.99% | 128,127 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $45.2M | 10.48% | 362,254 | Added |
| 3 | AVNM | AMERICAN CENTY ETF TR | $33.5M | 7.77% | 406,514 | Added |
| 4 | AVDE | AMERICAN CENTY ETF TR | $25.6M | 5.95% | 287,431 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $23.4M | 5.44% | 568,312 | Added |
| 6 | SCHO | SCHWAB STRATEGIC TR | $17.9M | 4.16% | 743,052 | Added |
| 7 | QVAL | EA SERIES TRUST | $16.7M | 3.87% | 300,787 | Added |
| 8 | QMOM | EA SERIES TRUST | $16.1M | 3.74% | 205,011 | Added |
| 9 | DFCF | DIMENSIONAL ETF TRUST | $15.6M | 3.63% | 370,444 | Added |
| 10 | AAPL | APPLE INC | $14.6M | 3.39% | 50,515 | Added |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $14.5M | 3.36% | 360,278 | Trimmed |
| 12 | SPXE | PROSHARES TR | $11.2M | 2.60% | 139,194 | Hold |
| 13 | HIDE | EA SERIES TRUST | $10.8M | 2.51% | 453,498 | Added |
| 14 | IVV | ISHARES TR | $10.3M | 2.38% | 13,720 | Added |
| 15 | RSST | TIDAL TRUST II | $7.5M | 1.74% | 229,946 | Added |
| 16 | DFAT | DIMENSIONAL ETF TRUST | $7.2M | 1.66% | 102,496 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.0M | 1.40% | 12,039 | Added |
| 18 | DISV | DIMENSIONAL ETF TRUST | $5.7M | 1.33% | 142,532 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $5.5M | 1.29% | 57,500 | Added |
| 20 | WFC | WELLS FARGO & CO | $5.1M | 1.18% | 61,340 | Added |
| 21 | SUB | ISHARES TR | $4.3M | 1.01% | 40,832 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $4.2M | 0.97% | 5,624 | Added |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $4.0M | 0.94% | 49,119 | Trimmed |
| 24 | IEFA | ISHARES TR | $3.9M | 0.90% | 40,320 | Added |
| 25 | RSBT | TIDAL TRUST II | $3.9M | 0.89% | 202,643 | Added |
Source: SEC Form 13F filings · as of 2026-06-30