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BWM Planning, LLC
BWM Planning, LLC is an institution, managing $336.1M across 90 long positions as of Q3 2025 with 81% ETF concentration and 57% concentrated in top 10 holdings.
- Portfolio Value
- $336.1M
- Positions
- 90
- Top Holding
- VTI at 9.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BWM Planning, LLC's portfolio (56.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.8M | 9.76% | +$3.2M Bought | — 100.0K shares | |
ETF ETF | $30.6M | 9.12% | +$1.0M Bought | — 307.8K shares | |
ETF ETF | $22.8M | 6.79% | +$2.1M Bought | — 289.0K shares | |
ETF ETF | $22.4M | 6.66% | +$770.0K Bought | — 615.5K shares | |
ETF ETF | $18.4M | 5.46% | +$1.5M Bought | — 260.1K shares | |
ETF ETF | $13.7M | 4.09% | +$1.6M Bought | — 563.2K shares | |
ETF ETF | $13.3M | 3.95% | +$1.4M Bought | — 284.5K shares | |
ETF ETF | $12.6M | 3.75% | +$454.8K Bought | — 399.4K shares | |
Consumer Electronics Technology | $12.5M | 3.72% | +$110.0K Bought | 0.00% 49.1K shares | |
ETF ETF | $11.8M | 3.51% | +$2.3M Bought | — 275.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BWM Planning, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-32.57% | |
-26.27% | |
-3.67% |
Analytics
Portfolio insights and performance metrics for BWM Planning, LLC
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