Bwm Planning, LLC (CIK: 0002039698) is a financial institution headquartered at 8111 Ashlane Way, Suite 206, The Woodlands, Texas 77382. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $431.25 M, comprising 99 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 59.4%. Quarterly turnover: 1.0%. ▲ 15 new, +52 added, −9 reduced, ×3 exited.

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

Stocks/ETFs

+13.75%

$431.25 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Stock Market Etf ETF-VTI	128,127	$47.41 M	10.99%	▲ 6,650	Add 5.5%
Avantis Us Small Cap Value Etf ETF-AVUV	362,254	$45.19 M	10.48%	▲ 11,925	Add 3.4%
Avantis All International Markets Equity Etf ETF-AVNM	406,514	$33.49 M	7.77%	▲ 27,507	Add 7.3%
Avantis International Equity Etf ETF-AVDE	287,431	$25.64 M	5.95%	▲ 2,840	Add 1.0%
Dimensional International Core Equity Market Etf ETF-DFAI	568,312	$23.44 M	5.44%	▲ 11,223	Add 2.0%
Schwab Short-Term Us Treasury Etf ETF-SCHO	743,052	$17.94 M	4.16%	▲ 39,388	Add 5.6%
Alpha Architect Us Quantitative Value Etf ETF-QVAL	300,787	$16.68 M	3.87%	▲ 10,447	Add 3.6%
Alpha Architect Us Quantitative Momentum Etf ETF-QMOM	205,011	$16.14 M	3.74%	▲ 4,056	Add 2.0%
Dimensional Core Fixed Income Etf ETF-DFCF	370,444	$15.64 M	3.63%	▲ 29,803	Add 8.8%
Apple AAPL	50,515	$14.62 M	3.39%	▲ 1,508	Add 3.1%

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Bwm Planning, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Bwm Planning, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Bwm Planning, LLC Quarterly 13F Statistics

Discover detailed insights into Bwm Planning, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Bwm Planning, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Bwm Planning, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Bwm Planning, LLC 13F Filings, Portfolio & Analysis

Bwm Planning, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Bwm Planning, LLC's Portfolio

Bwm Planning, LLC Quarterly 13F Statistics

Bwm Planning, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)