Long-term investor
Bwm Planning, LLC @bwmplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002039698).
Record
- Tracked since 2025-06-30 (472 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +0.9% · 6 months -0.9% · 1 year +7.7% · all +7.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 11.0% · long · since 2025-06-30
- 025072877 · 10.5% · long · since 2025-06-30
- 025072174 · 7.8% · long · since 2025-06-30
- 025072703 · 5.9% · long · since 2025-06-30
- 25434V203 · 5.4% · long · since 2025-06-30
- 808524862 · 4.2% · long · since 2025-06-30
- 02072L102 · 3.9% · long · since 2025-06-30
- 02072L409 · 3.7% · long · since 2025-06-30
- 25434V872 · 3.6% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- 25434V302 · 3.4% · long · since 2025-06-30
- 74347B581 · 2.6% · long · since 2025-06-30