BWM Planning, LLC - Portfolio overview

BWM Planning, LLC has 98 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. AVUV - AMERICAN CENTY ETF TR, 11.97%
2. AVNM - AMERICAN CENTY ETF TR, 8.93%
3. AVDE - AMERICAN CENTY ETF TR, 7.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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