Total Wealth Planning, LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 46,734
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 39 | 46,734 | 13F-HR | Total Wealth Planning, LLC |
| Q3 2025 | 10/17/2025 | 109 | 864,245 | 13F-HR | Total Wealth Planning, LLC |
| Q2 2025 | 7/15/2025 | 105 | 791,296 | 13F-HR | Total Wealth Planning, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 29.34 K | 62.8% | 0 | 550.6 K | -550.6 K |
| ETFs | 16.98 K | 36.3% | 0 | 266.8 K | -266.8 K |
| Debt | 415 | 0.9% | 0 | 121 | -121 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
46,734
Holdings
39
QoQ value change ($000)
-817,511
(-94.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.