Total Wealth Planning & Management, Inc. - Portfolio overview

Total Wealth Planning & Management, Inc. has 226 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. LNG - CHENIERE ENERGY INC, 2.96%
2. AAPL - APPLE INC, 2.60%
3. ABBV - ABBVIE INC, 1.91%

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

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