Total Wealth Planning & Management, Inc.: 13F holdings
CIK 20583832026Q2
| Positions | 189 |
|---|
| Reported value | $147.9m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 189 (+14 vs prior quarter) |
|---|
| Reported value | $147.9m (+9.2%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 3,879 | $4.5m | 3.0% |
| AAPL APPLE INC | 15,186 | $4.4m | 3.0% |
| AMZN AMAZON COM INC | 13,532 | $3.2m | 2.2% |
| ABBV ABBVIE INC | 11,012 | $2.8m | 1.9% |
| MSFT MICROSOFT CORP | 7,301 | $2.7m | 1.8% |
| LNG CHENIERE ENERGY INC | 11,178 | $2.7m | 1.8% |
| GOOGL ALPHABET INC | 7,308 | $2.6m | 1.8% |
| JPM JPMORGAN CHASE & CO | 7,819 | $2.6m | 1.7% |
| NVDA NVIDIA CORPORATION | 10,366 | $2.1m | 1.4% |
| FDS FACTSET RESH SYS INC | 8,993 | $2.1m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058383")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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