Total Wealth Planning & Management, Inc.

13F Portfolio Filings

Most recent 13F: Q4 2024
Location: Ponte Vedra Beach, FL
CIK: 0002058383
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q4 2024	201	110,172	SPY, AAPL, MSFT, ABBV	13F-HR	2/28/2025	000166773125000316