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Value $
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$225M
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Signature - Title
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Jared Machen - COO
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Location
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The Woodlands, TX
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Summary
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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 76 stock holdings
with total value $225M as of Q3 2024. Top holdings included DFAI, VTI, IVV, DFAT, and AAPL.