StockDriftsStockDriftsTop 50 BWM Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 10.99% | 128.1K | $47.4M | +5.47%(+6.65K) | $293.41(+30.21%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 10.48% | 362.3K | $45.2M | +3.40%(+11.93K) | $92.73(+37.47%) | 2026-06-30 | |
| AVNM | AMERICAN CENTY ETF TR | 7.77% | 406.5K | $33.5M | +7.26%(+27.51K) | $64.65(+30.86%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.95% | 287.4K | $25.6M | +1.00%(+2.84K) | $68.29(+37.54%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.44% | 568.3K | $23.4M | +2.01%(+11.22K) | $31.09(+39.36%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 4.16% | 743.1K | $17.9M | +5.60%(+39.39K) | $24.31(-1.03%) | 2026-06-30 | |
| QVAL | EA SERIES TRUST | 3.87% | 300.8K | $16.7M | +3.60%(+10.45K) | $44.79(+35.87%) | 2026-06-30 | |
| QMOM | EA SERIES TRUST | 3.74% | 205.0K | $16.1M | +2.02%(+4.06K) | $62.26(+24.31%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 3.63% | 370.4K | $15.6M | +8.75%(+29.80K) | $42.35(-1.59%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.39% | 50.5K | $14.6M | +3.08%(+1.51K) | $216.51(+41.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +28.84% |
BWM Planning, LLC reports $431.25M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are VTI (11.0%), AVUV (10.5%) and AVNM (7.8%). The top 20 holdings account for 78.87% of reported assets. Its disclosed equity book has returned +28.37% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BWM Planning, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039698). View BWM Planning, LLC’s 13F filings on SEC