Total Wealth Planning & Management, Inc. - Portfolio Stock Holdings
Total Wealth Planning & Management, Inc. disclosed 204 stock positions in a recent SEC 13F filing. $125,530,175 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and AMZN. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $238,791,843 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
204Est. Stock Holding Value:
$125,530,175Top Stock Holdings By Sector
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Portfolio Stock Holdings - Total Wealth Planning & Management, Inc.
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Portfolio Options Holdings - Total Wealth Planning & Management, Inc.
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