account_balance

Investment manager · 13F filer · SEC CIK 2039698

BWM Planning, LLC

Reported value$442Mas of Sep 30, 2026
Positions93 1 new, 7 sold out
Top 10 weight59.9%VTI alone is 11%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 11.3% Added +4%
AVUV American Centy ETF Tr 9.9% Added +3%
AVNM American Centy ETF Tr 8.2% Added +8%
AVDE American Centy ETF Tr 6.0% Added +3%
DFAI Dimensional ETF Trust 5.3% Held
SCHO Schwab Strategic Tr 4.2% Added +4%
QVAL Ea Series Trust 4.0% Held
AAPL Apple Inc. 3.8% Held
DFCF Dimensional ETF Trust 3.6% Added +8%
QMOM Ea Series Trust 3.5% Added +4%
DFAE Dimensional ETF Trust 3.2% Held
HIDE Ea Series Trust 2.7% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • BOXX +16%
  • DFNM +16%
  • SUB +11%
  • DFCF +8%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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