Total Wealth Planning & Management, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2025
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
Q1 2025
199
105,435
ABBV, AAPL, MSFT, UNM
13F-HR
4/24/2025
000166773125000516
Q4 2024
201
110,172
SPY, AAPL, MSFT, ABBV
13F-HR
2/28/2025
000166773125000316