Total Wealth Planning & Management, Inc.

Q2 2025 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
6/30/2025
Value
$124M
Value excl. options
$116M
Num holdings
217
Date filed
7/24/2025
Form type
13F-HR
Prev filing
4/24/2025
Next filing
2/10/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type