🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 772.78 -0.6% NASDAQ 100: 747.69 -1.3% Dow Jones: 534.08 -0.5%

Bwm Planning - Q2 2026 13F Filings

BW

Bwm Planning, LLC

CIK: 0002039698
Address: Texas The Woodlands 8111 Ashlane Way Suite 206
$431.25 M
Portfolio Value
99
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/23/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VTI Vanguard Total Stock Market Etf
+$2.46 M
2. AVNM Avantis All International Markets Equity Etf
+$2.27 M
3. DVN Devon Energy Corporation
+$1.59 M
4. AVUV Avantis Us Small Cap Value Etf
+$1.49 M
5. DFCF Dimensional Core Fixed Income Etf
+$1.26 M

Top Sells

Q2 2026
1. CTRA Coterra Energy
−$1.84 M
2. DFAS Dimensional Us Small Cap Etf
−$742,215.61
3. PSX Phillips 66
−$720,970.58
4. T At&T
−$232,877
5. DFAE Dimensional Emerging Core Equity Market Etf
−$213,072.8

Asset Allocation

Stocks/ETFs
+13.75%
$431.25 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Bwm Planning Q2 2026 Filing Summary

Bwm Planning, LLC filed its 13F report for Q2 2026 on July 23, 2026. The portfolio totaled 431.25 M reflecting a +13.75% change from the prior quarter, spanning 99 assets. The top 10 holdings comprised 59.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 3 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bwm Planning’s Q2 2026 Filing

Bwm Planning submitted their Form 13F-HR for the Q2 2026 period on 07/23/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bwm Planning reported a managed portfolio value of 431.25 M, consisting of 141 individual positions.

This page displays the raw filing documents. To see which stocks Bwm Planning bought or sold during Q2 2026, please visit Bwm Planning's Portfolio Analysis page.