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BWM Planning, LLC
BWM Planning, LLC (doing business as Brownlee Wealth Management) is an SEC-registered investment adviser headquartered in The Woodlands, Texas. Founded by Justin Brownlee, the firm focuses on comprehensive financial planning and investment management, primarily serving high-net-worth individuals, families, and select business clients. With a small, specialized team of approximately 3-5 employees, BWM Planning is dedicated to delivering personalized strategies tailored to clients’ unique financial goals and legacies.
Investment Strategy
BWM Planning, LLC offers fee-only financial planning and investment management, with a client-focused approach emphasizing tax optimization, diversified portfolio construction, and legacy planning. The firm primarily serves high-net-worth individuals and families, providing tailored investment portfolios that prioritize after-tax returns and long-term wealth preservation. Investment selections are made with close attention to client goals, risk tolerance, and changing market conditions.
Latest 13F Filing Activity
BWM Planning, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 81 equity positions with a total 13F market value of $290M. The fund increased holdings in American Centy Etf TR, American Centy Etf TR, Vanguard Index FDS among other positions. BWM Planning, LLC reduced exposure to Dimensional Etf Trust, Dimensional Etf Trust, American Centy Etf TR among others.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 9.45% | $27.4M | 90,259 | $285.14 | $303.93 | +$5.3M |
A AVUV | AMERICAN CENTY ETF TR | 9.34% | $27.1M | 297,432 | $92.28 | $91.10 | +$18.6M |
D DFAI | DIMENSIONAL ETF TRUST | 7.08% | $20.5M | 594,295 | $31.81 | $34.57 | +$2.2M |
A AVDE | AMERICAN CENTY ETF TR | 6.70% | $19.4M | 262,780 | $69.00 | $74.01 | +$8.5M |
A AVNM | AMERICAN CENTY ETF TR | 5.37% | $15.6M | 238,643 | $60.45 | $65.31 | +$4.3M |
Industry Allocation
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