Institutional Manager · CIK 0002039698
BWM Planning, LLC
THE WOODLANDS, TX · File #028-24382
Latest AUM
$374.2M
Positions
127
Top-10 Concentration
60.4%
Filings
6
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 110,266 | $37.0M | 10.43% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 342,003 | $34.9M | 9.84% |
| 3 | AMERICAN CENTY ETF TR | 025072703 | 301,349 | $24.8M | 7.00% |
| 4 | AMERICAN CENTY ETF TR | 025072174 | 335,347 | $24.7M | 6.96% |
| 5 | DIMENSIONAL ETF TRUST | 25434V203 | 615,859 | $23.5M | 6.62% |
| 6 | SCHWAB STRATEGIC TR | 808524862 | 629,939 | $15.4M | 4.33% |
| 7 | EA SERIES TRUST | 02072L102 | 301,876 | $14.7M | 4.16% |
| 8 | DIMENSIONAL ETF TRUST | 25434V872 | 311,696 | $13.3M | 3.74% |
| 9 | DIMENSIONAL ETF TRUST | 25434V302 | 400,278 | $13.0M | 3.68% |
| 10 | EA SERIES TRUST | 02072L409 | 196,921 | $12.9M | 3.63% |
| 11 | APPLE INC | AAPL | 40,697 | $11.1M | 3.12% |
| 12 | ISHARES TR | 464287200 | 15,915 | $10.9M | 3.08% |
| 13 | PROSHARES TR | 74347B581 | 139,194 | $10.3M | 2.90% |
| 14 | EA SERIES TRUST | 02072L631 | 401,212 | $9.1M | 2.57% |
| 15 | DIMENSIONAL ETF TRUST | 25434V609 | 124,095 | $7.4M | 2.09% |
| 16 | EXXON MOBIL CORP | XOM | 47,809 | $5.8M | 1.62% |
| 17 | DIMENSIONAL ETF TRUST | 25434V781 | 150,557 | $5.7M | 1.61% |
| 18 | TIDAL TRUST II | 88636J816 | 200,880 | $5.7M | 1.61% |
| 19 | WELLS FARGO CO NEW | 949746101 | 60,015 | $5.6M | 1.58% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 10,224 | $5.1M | 1.45% |