Holdings
BWM Planning, LLC
As of Jun 30, 2026, BWM Planning, LLC reported 42 positions worth US$62.5M. Largest: Apple Inc, Berkshire Hathaway Inc. and Wells Fargo & Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 50,515 | US$14.6M | +1,508 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 12,039 | US$6.02M | +279 | Jun 30, 2026 |
| Wells Fargo & Company | 61,340 | US$5.07M | +49 | Jun 30, 2026 |
| Exxon Mobil Corporation | 24,635 | US$3.37M | −50 | Jun 30, 2026 |
| Permian Basin Royalty Trust | 104K | US$2.61M | no change | Jun 30, 2026 |
| Chevron Corporation | 15,675 | US$2.6M | +105 | Jun 30, 2026 |
| Intel Corporation | 17,796 | US$2.48M | +517 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 5,474 | US$1.79M | +591 | Jun 30, 2026 |
| Johnson & Johnson | 6,911 | US$1.76M | +474 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 4,562 | US$1.61M | +377 | Jun 30, 2026 |