Total Wealth Planning & Management, Inc.

Q1 2026 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
3/31/2026
Value ($000)
$135,414
Num holdings
201
Date filed
5/5/2026
Form type
13F-HR
Prev filing
2/10/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type