BWM Planning, LLC
BWM Planning, LLC reported 99 positions worth $431.2M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VTI (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $47.4M | 10.99% | 128,127 | — | — | |
| ▸ 2 | AVUV | SH | $45.2M | 10.48% | 362,254 | — | — | |
| ▸ 3 | AVNM | SH | $33.5M | 7.77% | 406,514 | — | — | |
| ▸ 4 | AVDE | SH | $25.6M | 5.95% | 287,431 | — | — | |
| ▸ 5 | DFAI | SH | $23.4M | 5.44% | 568,312 | — | — | |
| ▸ 6 | SCHO | SH | $17.9M | 4.16% | 743,052 | — | — | |
| ▸ 7 | QVAL | SH | $16.7M | 3.87% | 300,787 | — | — | |
| ▸ 8 | QMOM | SH | $16.1M | 3.74% | 205,011 | — | — | |
| ▸ 9 | DFCF | SH | $15.6M | 3.63% | 370,444 | — | — | |
| ▸ 10 | AAPL | SH | $14.6M | 3.39% | 50,515 | — | — |
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Frequently Asked Questions
What stocks does BWM Planning, LLC hold as of Q2 2026?
BWM Planning, LLC reported 99 positions worth $431.2M in its Q2 2026 13F filing. Largest positions: VTI (11.0%), AVUV (10.5%), AVNM (7.8%), AVDE (5.9%) and DFAI (5.4%).
What did BWM Planning, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BWM Planning, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.