BWM PLANNING, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLB | 65K | $1.09M |
 | WFC | 61K | $4.88M |
 | AAPL | 49K | $12.44M |
 | HP | 35K | $1.27M |
 | WES | 28K | $1.17M |
 | XOM | 25K | $4.19M |
 | INTC | 17K | $762.51K |
 | CVX | 16K | $3.22M |
 | HAL | 14K | $558.01K |
 | ET | 13K | $256.99K |
 | BRK-B | 12K | $5.64M |
 | PSX | 10K | $1.73M |
 | T | 8K | $232.88K |
 | JNJ | 6K | $1.57M |
 | MAIN | 6K | $321.87K |
 | JPM | 5K | $1.44M |
 | HD | 4K | $1.38M |
 | AVGO | 4K | $1.22M |
 | COP | 4K | $499.00K |
 | PEP | 4K | $545.26K |
Core Laboratories N.V.
CLB
Shares Held
65K
Value
$1.09M
Wells Fargo & Company
WFC
Shares Held
61K
Value
$4.88M
Apple Inc.
AAPL
Shares Held
49K
Value
$12.44M
Helmerich & Payne, Inc.
HP
Shares Held
35K
Value
$1.27M
Western Midstream Partners, LP
WES
Shares Held
28K
Value
$1.17M
Exxon Mobil Corporation
XOM
Shares Held
25K
Value
$4.19M
Intel Corp.
INTC
Shares Held
17K
Value
$762.51K
Chevron Corporation
CVX
Shares Held
16K
Value
$3.22M
Halliburton Company
HAL
Shares Held
14K
Value
$558.01K
Energy Transfer LP
ET
Shares Held
13K
Value
$256.99K
Berkshire Hathaway Inc.
BRK-B
Shares Held
12K
Value
$5.64M
Phillips 66
PSX
Shares Held
10K
Value
$1.73M
AT&T Inc.
T
Shares Held
8K
Value
$232.88K
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.57M
Main Street Capital Corporation
MAIN
Shares Held
6K
Value
$321.87K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.44M
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.38M
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.22M
ConocoPhillips
COP
Shares Held
4K
Value
$499.00K
PepsiCo, Inc.
PEP
Shares Held
4K
Value
$545.26K