Total Wealth Planning, LLC - Portfolio overview

Total Wealth Planning, LLC has 109 reported holdings in this dataset, with the latest filing dated 2026-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. LLY - ELI LILLY & CO, 15.53%
2. GLD - SPDR GOLD TR, 4.86%
3. IWD - ISHARES TR, 4.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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