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Manager record

Total Wealth Planning, LLC

CIK 1762997 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$46.73MReported 13F valueQ4 2025 · as filed
39Holdings listed
-94.6%vs prior quartervalue change includes market moves
3Quarters on record
Feb 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $791.3M$791.3MQ2 2025105 holdingsQ3 2025: $864.2M$864.2MQ3 2025109 holdingsQ4 2025: $46.7M$46.7MQ4 202539 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Feb 13 2026 13F-HR · period Q4 2025

$46.73M · 39 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$864.24M · 109 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$791.30M · 105 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q4 2025 · latest filing Feb 13, 2026 · Change methodology