Total Wealth Planning & Management, Inc.

Q4 2025 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
12/31/2025
Value ($000)
$134,859
Num holdings
212
Date filed
2/10/2026
Form type
13F-HR
Prev filing
7/24/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type