Total Wealth Planning & Management, Inc.
Total Wealth Planning & Management, Inc. reported 215 positions worth $147.9M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: MU (3.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MU | SH | $4.5M | 3.03% | 3,879 | — | — | |
| ▸ 2 | AAPL | SH | $4.4M | 2.97% | 15,186 | — | — | |
| ▸ 3 | AMZN | SH | $3.2M | 2.18% | 13,532 | — | — | |
| ▸ 4 | ABBV | SH | $2.8M | 1.87% | 11,012 | — | — | |
| ▸ 5 | MSFT | SH | $2.7M | 1.84% | 7,301 | — | — | |
| ▸ 6 | LNG | SH | $2.7M | 1.81% | 11,178 | — | — | |
| ▸ 7 | GOOGL | SH | $2.6M | 1.77% | 7,308 | — | — | |
| ▸ 8 | JPM | SH | $2.6M | 1.73% | 7,819 | — | — | |
| ▸ 9 | NVDA | SH | $2.1M | 1.40% | 10,366 | — | — | |
| ▸ 10 | FDS | SH | $2.1M | 1.40% | 8,993 | — | — |
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Frequently Asked Questions
What stocks does Total Wealth Planning & Management, Inc. hold as of Q2 2026?
Total Wealth Planning & Management, Inc. reported 215 positions worth $147.9M in its Q2 2026 13F filing. Largest positions: MU (3.0%), AAPL (3.0%), AMZN (2.2%), ABBV (1.9%) and MSFT (1.8%).
What did Total Wealth Planning & Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Total Wealth Planning & Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.