Total Wealth Planning & Management, Inc.

Q3 2026 13F Holdings

Location
Ponte Vedra Beach, FL
Holdings as of
9/30/2026
Value
$135M
Value excl. options
$126M
Num holdings
199
Date filed
10/23/2026
Form type
13F-HR
Prev filing
7/28/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type