What does BWM Planning, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BWM Planning, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$39M121K10.3%

AMERICAN CENTY ETF TR

$39M350K10.2%

AMERICAN CENTY ETF TR

$29M379K7.6%

AMERICAN CENTY ETF TR

$24M285K6.4%

DIMENSIONAL ETF TRUST

$22M557K5.7%

SCHWAB STRATEGIC TR

$17M704K4.5%

EA SERIES TRUST

$15M290K4.0%

DIMENSIONAL ETF TRUST

$14M341K3.8%

EA SERIES TRUST

$14M201K3.6%

APPLE INC

$12M49K3.3%

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