BWM Planning, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
100
Quarter
2025 Q4
Top Holding
VTI (9.9%)
Top 10 Concentration
57.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 100
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 9.93% 9.76% #1
Prev: #1
6.0 10,895 10.9%
P
S
110,860 $37,168,181 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUV
AMERICAN CENTY ...
ETF 9.32% 9.12% #2
Prev: #2
5.8 34,241 11.1%
P
S
342,003 $34,877,429 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDE
AMERICAN CENTY ...
Bond/Debt 6.63% 6.79% #3
Prev: #3
4.7 12,346 4.3%
P
S
301,349 $24,807,076 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVNM
AMERICAN CENTY ...
Bond/Debt 6.59% 5.46% #4 1
Prev: #5
4.7 75,249 28.9%
P
S
335,347 $24,654,711 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAI
DIMENSIONAL ETF...
Bond/Debt 6.27% 6.66% #5 1
Prev: #4
4.5 380 0.1%
P
S
615,859 $23,470,403 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHO
SCHWAB STRATEGI...
ETF 4.10% 4.09% #6
Prev: #6
3.7 66,754 11.9%
P
S
629,939 $15,351,621 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QVAL
EA SERIES TRUST
ETF 3.94% 3.95% #7
Prev: #7
3.6 17,334 6.1%
P
S
301,876 $14,730,064 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 3.60% 3.72% #8 1
Prev: #9
3.4 480 1.0%
P
S
49,572 $13,476,481 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFCF
DIMENSIONAL ETF...
ETF 3.54% 3.51% #9 1
Prev: #10
3.5 36,129 13.1%
P
S
311,696 $13,265,766 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAE
DIMENSIONAL ETF...
ETF 3.48% 3.75% #10 2
Prev: #8
3.4 890 0.2%
P
S
400,278 $13,037,069 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QMOM
EA SERIES TRUST
Bond/Debt 3.44% 3.50% #11
Prev: #11
3.4 14,266 7.8%
P
S
196,921 $12,857,675 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 2.91% 3.19% #12
Prev: #12
1.2 -113 -0.7%
P
S
15,915 $10,900,547 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPXE
PROSHARES TR
ETF 2.75% 2.99% #13
Prev: #13
1.1 no change no change
P
S
139,194 $10,283,758 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HIDE
EA SERIES TRUST
Unknown 2.44% 2.32% #14
Prev: #14
3.0 64,579 19.2%
P
S
401,212 $9,117,654 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAT
DIMENSIONAL ETF...
ETF 1.97% 2.17% #15
Prev: #15
0.8 -953 -0.8%
P
S
124,095 $7,388,588 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 1.62% 1.29% #16 5
Prev: #21
2.7 12,090 31.5%
P
S
50,474 $6,073,978 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DISV
DIMENSIONAL ETF...
Bond/Debt 1.53% 1.60% #17 1
Prev: #16
2.6 121 0.1%
P
S
150,557 $5,721,164 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC
WELLS FARGO CO ...
Financial Services 1.53% 1.53% #18
Prev: #18
2.6 46 0.1%
P
S
61,382 $5,720,768 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RSST
TIDAL TRUST II
Unknown 1.52% 1.53% #19
Prev: #19
2.6 6,676 3.4%
P
S
200,880 $5,694,938 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.40% 1.54% #20 3
Prev: #17
2.6 121 1.2%
P
S
10,387 $5,221,026 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAS
DIMENSIONAL ETF...
ETF 1.37% 1.49% #21 1
Prev: #20
2.5 73 0.1%
P
S
73,337 $5,109,402 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVEM
AMERICAN CENTY ...
Bond/Debt 1.13% 1.25% #22
Prev: #22
0.5 -1,403 -2.5%
P
S
54,706 $4,213,435 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RSBT
TIDAL TRUST II
Unknown 1.04% 0.96% #23 2
Prev: #25
2.5 32,458 17.5%
P
S
217,801 $3,902,987 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 0.96% 1.03% #24
Prev: #24
2.4 487 1.2%
P
S
40,166 $3,593,280 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDV
AMERICAN CENTY ...
Bond/Debt 0.94% 0.95% #25 1
Prev: #26
2.4 1,869 5.2%
P
S
37,591 $3,532,382 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NSC
NORFOLK SOUTHN ...
Industrials 0.00% 0.18%
Sold All 😨
(Was: #54)
0.3 -2,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T INC
Communication Services 0.00% 0.10%
Sold All 😨
(Was: #70)
0.3 -11,748 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IBHF
ISHARES TR
Bond/Debt 0.00% 0.10%
Sold All 😨
(Was: #71)
0.3 -13,867 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JPST
J P MORGAN EXCH...
ETF 0.00% 0.08%
Sold All 😨
(Was: #80)
0.3 -5,102 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NEA
NUVEEN AMT FREE...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #88)
0.3 -13,154 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NUV
NUVEEN MUN VALU...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #89)
0.3 -12,283 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 100 holdings

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