BWM Planning, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, BWM Planning, LLC maintained a portfolio of 98 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 9.6%. The fund also reduced its exposure to EXXON MOBIL CORP by 51.1%.
PCA Score Concentration Risk
Risk ENB
Total Positions
98
Quarter
2026 Q1
Top Holding
VTI (10.3%)
Top 10 Concentration
59.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 98
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 10.28% 9.93% #1
Prev: #1
8.0 10,617 9.6%
P
S
121,477 $38,971,178 2024 Q3 13F Filing 2026-03-31 2026-04-22
AVUV
AMERICAN CENTY ...
ETF 10.21% 9.32% #2
Prev: #2
6.0 8,326 2.4%
P
S
350,329 $38,700,794 2024 Q3 13F Filing 2026-03-31 2026-04-22
AVNM
AMERICAN CENTY ...
Bond/Debt 7.61% 6.59% #3 1
Prev: #4
6.0 43,660 13.0%
P
S
379,007 $28,868,979 2024 Q3 13F Filing 2026-03-31 2026-04-22
AVDE
AMERICAN CENTY ...
Bond/Debt 6.37% 6.63% #4 1
Prev: #3
3.5 -16,758 -5.6%
P
S
284,591 $24,144,660 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFAI
DIMENSIONAL ETF...
Bond/Debt 5.72% 6.27% #5
Prev: #5
3.3 -58,770 -9.5%
P
S
557,089 $21,704,179 2024 Q3 13F Filing 2026-03-31 2026-04-22
SCHO
SCHWAB STRATEGI...
ETF 4.50% 4.10% #6
Prev: #6
3.8 73,725 11.7%
P
S
703,664 $17,077,923 2024 Q3 13F Filing 2026-03-31 2026-04-22
QVAL
EA SERIES TRUST
ETF 3.99% 3.94% #7
Prev: #7
2.1 -11,536 -3.8%
P
S
290,340 $15,138,746 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFCF
DIMENSIONAL ETF...
ETF 3.79% 3.54% #8 1
Prev: #9
3.5 28,945 9.3%
P
S
340,641 $14,381,844 2024 Q3 13F Filing 2026-03-31 2026-04-22
QMOM
EA SERIES TRUST
Bond/Debt 3.62% 3.44% #9 2
Prev: #11
1.9 4,034 2.0%
P
S
200,955 $13,727,253 2024 Q3 13F Filing 2026-03-31 2026-04-22
AAPL
APPLE INC
Technology 3.28% 3.60% #10 2
Prev: #8
1.8 -565 -1.1%
P
S
49,007 $12,437,467 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFAE
DIMENSIONAL ETF...
ETF 3.27% 3.48% #11 1
Prev: #10
1.8 -34,701 -8.7%
P
S
365,577 $12,378,439 2024 Q3 13F Filing 2026-03-31 2026-04-22
HIDE
EA SERIES TRUST
Unknown 2.65% 2.44% #12 2
Prev: #14
1.6 17,174 4.3%
P
S
418,386 $10,043,348 2024 Q3 13F Filing 2026-03-31 2026-04-22
SPXE
PROSHARES TR
ETF 2.55% 2.75% #13
Prev: #13
2.0 no change no change
P
S
139,194 $9,673,907 2024 Q3 13F Filing 2026-03-31 2026-04-22
IVV
ISHARES TR
ETF 2.31% 2.91% #14 2
Prev: #12
1.4 -2,527 -15.9%
P
S
13,388 $8,744,928 2024 Q3 13F Filing 2026-03-31 2026-04-22
RSST
TIDAL TRUST II
Unknown 1.68% 1.52% #15 4
Prev: #19
2.7 24,585 12.2%
P
S
225,465 $6,376,140 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFAT
DIMENSIONAL ETF...
ETF 1.66% 1.97% #16 1
Prev: #15
1.2 -23,122 -18.6%
P
S
100,973 $6,305,739 2024 Q3 13F Filing 2026-03-31 2026-04-22
BRK/B
BERKSHIRE HATHA...
Financial Services 1.49% 1.40% #17 3
Prev: #20
2.6 1,373 13.2%
P
S
11,760 $5,635,392 2024 Q3 13F Filing 2026-03-31 2026-04-22
DISV
DIMENSIONAL ETF...
Bond/Debt 1.46% 1.53% #18 1
Prev: #17
1.1 -10,125 -6.7%
P
S
140,432 $5,538,619 2024 Q3 13F Filing 2026-03-31 2026-04-22
WFC
WELLS FARGO & C...
Financial Services 1.29% 1.53% #19 1
Prev: #18
1.0 -91 -0.1%
P
S
61,291 $4,879,347 2024 Q3 13F Filing 2026-03-31 2026-04-22
AVEM
AMERICAN CENTY ...
Bond/Debt 1.14% 1.13% #20 2
Prev: #22
1.0 -1,027 -1.9%
P
S
53,679 $4,325,433 2024 Q3 13F Filing 2026-03-31 2026-04-22
XOM
EXXON MOBIL COR...
Energy 1.10% 1.62% #21 5
Prev: #16
0.4 -25,789 -51.1%
P
S
24,685 $4,188,058 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFAS
DIMENSIONAL ETF...
ETF 1.09% 1.37% #22 1
Prev: #21
0.4 -15,204 -20.7%
P
S
58,133 $4,135,004 2024 Q3 13F Filing 2026-03-31 2026-04-22
SUB
ISHARES TR
ETF 1.02% 0.74% #23 7
Prev: #30
2.9 10,550 40.9%
P
S
36,356 $3,871,908 2024 Q4 13F Filing 2026-03-31 2026-04-22
IEFA
ISHARES TR
ETF 0.96% 0.96% #24
Prev: #24
1.4 no change no change
P
S
40,166 $3,636,258 2024 Q3 13F Filing 2026-03-31 2026-04-22
BOXX
EA SERIES TRUST
Unknown 0.94% 0.94% #25 1
Prev: #26
0.9 43 0.1%
P
S
30,563 $3,554,163 2024 Q3 13F Filing 2026-03-31 2026-04-22
AVDV
AMERICAN CENTY ...
Bond/Debt 0.89% 0.94% #26 1
Prev: #25
0.9 -3,724 -9.9%
P
S
33,867 $3,381,988 2024 Q3 13F Filing 2026-03-31 2026-04-22
RSBT
TIDAL TRUST II
Unknown 0.88% 1.04% #27 4
Prev: #23
0.9 -41,797 -19.2%
P
S
176,004 $3,317,667 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFUV
DIMENSIONAL ETF...
ETF 0.87% 0.84% #28 1
Prev: #27
1.3 no change no change
P
S
67,707 $3,281,081 2024 Q3 13F Filing 2026-03-31 2026-04-22
CVX
CHEVRON CORPORA...
Energy 0.85% 0.77% #29
Prev: #29
0.8 -3,252 -17.3%
P
S
15,570 $3,221,505 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFNM
DIMENSIONAL ETF...
ETF 0.76% 0.57% #30 1
Prev: #31
2.8 15,867 36.0%
P
S
59,939 $2,872,883 2024 Q3 13F Filing 2026-03-31 2026-04-22
SPY
STATE STR SPDR ...
ETF 0.74% 0.79% #31 3
Prev: #28
0.8 9 0.2%
P
S
4,320 $2,809,273 2025 Q2 13F Filing 2026-03-31 2026-04-22
PBT
PERMIAN BASIN R...
Bond/Debt 0.59% 0.47% #32 1
Prev: #33
1.2 no change no change
P
S
104,397 $2,246,632 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFIV
DIMENSIONAL ETF...
Bond/Debt 0.57% 0.55% #33 1
Prev: #32
0.7 130 0.3%
P
S
41,109 $2,169,758 2024 Q3 13F Filing 2026-03-31 2026-04-22
CTRA
COTERRA ENERGY ...
Energy 0.49% 0.37% #34 5
Prev: #39
1.2 no change no change
P
S
52,487 $1,844,386 2024 Q3 13F Filing 2026-03-31 2026-04-22
PSX
PHILLIPS 66
Energy 0.46% 0.27% #35 13
Prev: #48
2.2 1,576 19.9%
P
S
9,505 $1,731,584 2024 Q3 13F Filing 2026-03-31 2026-04-22
SBR
SABINE RTY TR
Bond/Debt 0.43% 0.39% #36 1
Prev: #35
1.2 no change no change
P
S
21,552 $1,623,734 2024 Q3 13F Filing 2026-03-31 2026-04-22
JNJ
JOHNSON & JOHNS...
Healthcare 0.42% 0.36% #37 4
Prev: #41
0.7 -51 -0.8%
P
S
6,437 $1,573,355 2024 Q3 13F Filing 2026-03-31 2026-04-22
JPM
JPMORGAN CHASE ...
Financial Services 0.38% 0.43% #38 4
Prev: #34
0.7 -97 -1.9%
P
S
4,883 $1,436,313 2024 Q3 13F Filing 2026-03-31 2026-04-22
HD
HOME DEPOT INC
Consumer Cyclical 0.36% 0.38% #39 2
Prev: #37
0.6 29 0.7%
P
S
4,185 $1,376,332 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFUS
DIMENSIONAL ETF...
ETF 0.36% 0.38% #40 4
Prev: #36
1.1 no change no change
P
S
19,330 $1,370,680 2024 Q3 13F Filing 2026-03-31 2026-04-22
HP
HELMERICH & PAY...
Energy 0.33% 0.28% #41 5
Prev: #46
0.6 -1,177 -3.2%
P
S
35,211 $1,268,656 2024 Q3 13F Filing 2026-03-31 2026-04-22
VEU
VANGUARD INTL E...
ETF 0.33% 0.33% #42 1
Prev: #43
1.1 no change no change
P
S
16,632 $1,249,063 2025 Q1 13F Filing 2026-03-31 2026-04-22
AVGO
BROADCOM INC
Technology 0.32% 0.37% #43 3
Prev: #40
0.6 -38 -1.0%
P
S
3,930 $1,216,343 2024 Q3 13F Filing 2026-03-31 2026-04-22
WES
WESTERN MIDSTRE...
Bond/Debt 0.31% 0.30% #44 1
Prev: #45
1.1 no change no change
P
S
28,325 $1,166,140 2024 Q3 13F Filing 2026-03-31 2026-04-22
LLY
ELI LILLY & CO
Healthcare 0.29% 0.35% #45 3
Prev: #42
0.6 -20 -1.7%
P
S
1,188 $1,092,615 2024 Q3 13F Filing 2026-03-31 2026-04-22
CLB
CORE LABORATORI...
Energy 0.29% 0.28% #46 1
Prev: #47
1.1 no change no change
P
S
65,036 $1,091,947 2024 Q3 13F Filing 2026-03-31 2026-04-22
VOO
VANGUARD INDEX ...
ETF 0.26% 0.27% #47 2
Prev: #49
0.6 42 2.6%
P
S
1,660 $992,130 2024 Q3 13F Filing 2026-03-31 2026-04-22
DFGX
DIMENSIONAL ETF...
Bond/Debt 0.24% 0.25% #48 3
Prev: #51
1.1 no change no change
P
S
17,628 $924,597 2024 Q3 13F Filing 2026-03-31 2026-04-22
MSFT
MICROSOFT CORP
Technology 0.24% 0.31% #49 5
Prev: #44
0.6 6 0.2%
P
S
2,408 $891,208 2024 Q3 13F Filing 2026-03-31 2026-04-22
EFV
ISHARES TR
ETF 0.22% 0.21% #50 3
Prev: #53
1.1 no change no change
P
S
11,167 $830,266 2024 Q3 13F Filing 2026-03-31 2026-04-22
Showing 1-50 of 98 holdings

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