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Manager record

Total Wealth Planning & Management, Inc.

Ponte Vedra Beach, FL · CIK 2058383 · 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.

$134.62MReported 13F valueQ3 2026 · as filed
199Holdings listed
-9.0%vs prior quartervalue change includes market moves
5Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $123.5M$123.5MQ2 2025217 holdingsQ4 2025: $134.9M$134.9MQ4 2025212 holdingsQ1 2026: $135.4M$135.4MQ1 2026201 holdingsQ2 2026: $147.9M$147.9MQ2 2026215 holdingsQ3 2026: $134.6M$134.6MQ3 2026199 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
Oct 23 2026 13F-HR · period Q3 2026

$134.62M · 199 holdings listed · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$147.88M · 215 holdings listed · View original SEC filing ↗
May 05 2026 13F-HR · period Q1 2026

$135.41M · 201 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$134.86M · 212 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$123.50M · 217 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: Q3 2026 · latest filing Oct 23, 2026 · Change methodology