13F Filings History of BWM Planning, LLC

Latest 13F report
Q3 2025 - 31 Oct 2025
Value $
$336,056,363
Signature - Title
Aryn Sands - Agent
Location
The Woodlands, TX
Summary
This page shows a list of all the recent 13F filings made by BWM Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BWM Planning, LLC reported 90 stock holdings with total value $336,056,363 as of Q3 2025. Top holdings included VTI, AVUV, AVDE, DFAI, and AVNM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 90 $336,056,363 +$25,639,646 -$1,104,045 +$24,535,601 VTI, AVUV, AVDE, DFAI, AVNM 13F-HR 31 Oct 2025, 09:03
Q2 2025 81 $290,254,623 +$52,647,761 -$12,353,868 +$40,293,893 VTI, AVUV, DFAI, AVDE, AVNM 13F-HR 11 Aug 2025, 20:39
Q1 2025 77 $236,307,375 +$11,951,013 -$3,774,327 +$8,176,686 VTI, DFAI, AVNM, AVDE, AAPL 13F-HR 14 May 2025, 17:00
Q4 2024 76 $229,838,010 +$16,622,060 -$4,389,176 +$12,232,884 VTI, DFAI, AAPL, DFAT, IVV 13F-HR 22 Jan 2025, 17:57
Q3 2024 76 $225,372,231 $0 $0 $0 DFAI, VTI, IVV, DFAT, AAPL 13F-HR 09 Oct 2024, 17:06