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Aryn Sands

Bwm Planning, Llc

Assets Managed
$379.116M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
1.31%(2Q avg: 6.34%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Bwm Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 379.116M in assets, with a quarterly growth rate of 1.31% and a 2-quarter average growth rate of 6.34%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 9.58%
10.28%
$38.971M
121,477 shares@ $320.82 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.44%
10.21%
$38.701M
350,329 shares@ $110.47 avg price
AVNM
Avantis All Intl Mkts Eq Etf
Recent Activity
Increased 13.02%
7.62%
$28.869M
379,007 shares@ $76.18 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -5.56%
6.37%
$24.145M
284,591 shares@ $84.84 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -9.54%
5.73%
$21.704M
557,089 shares@ $38.96 avg price
SCHO
Schwab Short-term Us Treas
Recent Activity
Increased 11.71%
4.51%
$17.078M
703,664 shares@ $24.27 avg price
QVAL
Alpha Arch Us Qnt Value Etf
Recent Activity
Decreased -3.82%
4%
$15.139M
290,340 shares@ $52.15 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 9.29%
3.8%
$14.382M
340,641 shares@ $42.22 avg price
QMOM
Alpha Us Quant Mom Etf
Recent Activity
Increased 2.05%
3.63%
$13.727M
200,955 shares@ $68.32 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.13%
3.29%
$12.437M
49,007 shares@ $253.79 avg price

1-10 of 87