BWM Planning, LLC reported 118 holdings worth US$379M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed Apr 22, 2026
BWM Planning, LLC reported 118 holdings worth US$379M as of Mar 31, 2026. Filed Apr 22, 2026 (Form 13F).
- Holdings
- 118
- Value as reported
- US$379M