BWM Planning, LLC
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 431,249
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 99 | 431,249 | 13F-HR | BWM Planning, LLC |
| Q1 2026 | 4/21/2026 | 87 | 379,116 | 13F-HR | BWM Planning, LLC |
| Q4 2025 | 1/14/2026 | 94 | 374,234 | 13F-HR | BWM Planning, LLC |
| Q3 2025 | 10/31/2025 | 90 | 336,056 | 13F-HR | BWM Planning, LLC |
| Q2 2025 | 8/12/2025 | 81 | 290,255 | 13F-HR | BWM Planning, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 121.9 K | 28.3% | 13.37 K | 0 | 13.37 K |
| ETFs | 309.3 K | 71.7% | 38.76 K | 0 | 38.76 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
431,249
Holdings
99
QoQ value change ($000)
52,133
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.