Institutions / Total Wealth Planning & Management, Inc.
Total Wealth Planning & Management, Inc.
CIK 2058383 · Institution · as of Dec 31, 2025
Portfolio value
$125.99M
Positions
186
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 186 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $4.30M | 3.4% |
| EXPAND ENERGY Corp | $3.78M | 3.0% |
| Amazon.com Inc | $3.33M | 2.6% |
| SPDR S&P 500 ETF Tr | $3.19M | 2.5% |
| Microsoft Corp | $3.11M | 2.5% |
| AbbVie Inc. | $2.91M | 2.3% |
| Micron Technology Inc | $2.79M | 2.2% |
| Alphabet Inc. | $2.69M | 2.1% |
| JPMorgan Chase & Co | $2.38M | 1.9% |
| Halliburton Co | $2.12M | 1.7% |
| Lockheed Martin Corp | $2.10M | 1.7% |
| NVIDIA Corp | $1.99M | 1.6% |
| Exxon Mobil Corp | $1.73M | 1.4% |
| Invesco Qqq Tr | $1.61M | 1.3% |
| Broadcom Inc. | $1.61M | 1.3% |
| Home Depot, Inc. | $1.49M | 1.2% |
| iShares Tr | $1.42M | 1.1% |
| NRG Energy Inc | $1.37M | 1.1% |
| SPDR Gold Tr | $1.29M | 1.0% |
| Pfizer Inc | $1.27M | 1.0% |
| Chevron Corp | $1.26M | 1.0% |
| Cheniere Energy, Inc. | $1.26M | 1.0% |
| Meta Platforms Inc | $1.25M | 1.0% |
| Omnicom Group Inc. | $1.22M | 1.0% |
| Dycom Industries Inc | $1.19M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.