Total Wealth Planning & Management, Inc.

Q2 2025 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
6/30/2025
Value ($000)
$123,501
Num holdings
217
Date filed
7/24/2025
Form type
13F-HR
Prev filing
4/24/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type