BWM Planning, LLC
•CIK: 2039698•Filing: Q4 2025
**BWM Planning, LLC** manages $374M across a concentrated portfolio of 94 positions. The strategy shows significant allocations to factor-tilted and broad market exposure, notably VTI ($37.2M) and AVUV ($34.9M). Further concentration is evident in sector-specific plays, including AVDE ($24.8M) and AVNM ($24.7M). The top ten holdings represent a diversified mix of market leaders and factor-driven instruments.
Total AUM
$374.2M
QoQ Performance
+11.4%
Positions
55
Top 10 Concentration
57.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
AVUV
AVDE
AVNM
DFAI
VTI9.9%
AVUV9.3%
AVDE6.6%
AVNM6.6%
DFAI6.3%
SCHO4.1%
QVAL3.9%
AAPL3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.4%
Technology5.0%
ETF4.0%
Financial3.4%
Energy1.7%
Healthcare0.7%
Consumer0.7%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW10 new positions
↑57 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024