Todd Wealth Management, LLC

Q2 2026 13F Holdings

Location
Venice, FL
Holdings as of
6/30/2026
Value ($000)
$131,930
Num holdings
112
Date filed
10/7/2026
Form type
13F-HR
Prev filing
10/7/2026
Next filing
10/19/2026
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type