BWM Planning, LLC
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 374,234
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 322 K | 86.0% | 31.68 K | 0 | 31.68 K |
| ETFs | 52.29 K | 14.0% | 6.821 K | 0 | 6.821 K |
| Debt | 0 | 0.0% | 0 | 324 | -324 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
374,234
Holdings
94
QoQ value change ($000)
38,178
(11.4%)
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.