Total Wealth Planning & Management, Inc.
All 13F Filings
- Location
- Ponte Vedra Beach, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 135,414
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 201 | 135,414 | 13F-HR | Total Wealth Planning & Management, Inc. |
| Q4 2025 | 2/11/2026 | 212 | 134,859 | 13F-HR | Total Wealth Planning & Management, Inc. |
| Q2 2025 | 7/24/2025 | 217 | 123,501 | 13F-HR | Total Wealth Planning & Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
9.276 K
(6.9% of total reported value)
· QoQ Δ:
+408
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.1 K | 88.1% | 0 | 11.31 K | -11.31 K |
| ETFs | 15.06 K | 11.9% | 11.45 K | 0 | 11.45 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
135,414
Holdings
201
QoQ value change ($000)
555
(0.4%)
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.