Bwm Planning, LLC - Q12026 Holdings

Bwm Planning, LLC holds 87 stocks with a total portfolio value of $ 379.12M as of Q12026. In Q12026, Bwm Planning, LLC added 4 new positions, increased stakes in 27 stocks, reduced 28 holdings, and fully exited 11 positions. The largest holding is Vanguard Index Fds (VTI), representing 10.28% of the total portfolio.