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Aryn Sands

Bwm Planning, Llc

Assets Managed
$431.249M
Holdings
99
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.76%(2Q avg: 7.53%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Bwm Planning, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Bwm Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 431.249M in assets, with a quarterly growth rate of 13.76% and a 2-quarter average growth rate of 7.53%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.48%
11%
$47.412M
128,127 shares@ $370.04 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 3.41%
10.48%
$45.195M
362,254 shares@ $124.77 avg price
AVNM
Avantis All Intl Mkts Eq Etf
Recent Activity
Increased 7.26%
7.77%
$33.489M
406,514 shares@ $82.39 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 1%
5.95%
$25.639M
287,431 shares@ $89.21 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 2.02%
5.44%
$23.443M
568,312 shares@ $41.26 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 5.6%
4.16%
$17.937M
743,052 shares@ $24.14 avg price
QVAL
Alpha Arch Us Qnt Value Etf
Recent Activity
Increased 3.6%
3.87%
$16.679M
300,787 shares@ $55.46 avg price
QMOM
Alpha Us Quant Mom Etf
Recent Activity
Increased 2.02%
3.75%
$16.141M
205,011 shares@ $78.74 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 8.75%
3.63%
$15.636M
370,444 shares@ $42.22 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.08%
3.39%
$14.617M
50,515 shares@ $289.37 avg price

1-10 of 99