Total Wealth Planning & Management, Inc.

Q4 2025 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
12/31/2025
Value
$135M
Value excl. options
$126M
Num holdings
212
Date filed
2/10/2026
Form type
13F-HR
Prev filing
7/24/2025
Next filing
5/5/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type