Total Wealth Planning & Management, Inc.

Q2 2026 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
6/30/2026
Value
$148M
Value excl. options
$138M
Num holdings
215
Date filed
7/28/2026
Form type
13F-HR
Prev filing
5/5/2026
Next filing
10/23/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type