Total Wealth Planning & Management, Inc.

Q1 2026 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
3/31/2026
Value
$135M
Value excl. options
$126M
Num holdings
201
Date filed
5/5/2026
Form type
13F-HR
Prev filing
2/10/2026
Next filing
7/28/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type