CIK 2058383
Total Wealth Planning & Management, Inc.
Institutional 13F holdings & portfolio
Holdings
186
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 16K | $1M+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 34K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| ABBV | ABBVIE INC | 13K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 10K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 7K | $1M+ | SH |
| HAL | HALLIBURTON CO | 75K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 14K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| ITA | ISHARES TR | 7K | $1M+ | SH |
| NRG | NRG ENERGY INC | 9K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| PFE | PFIZER INC | 51K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 6K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 15K | $1M+ | SH |
| DY | DYCOM INDS INC | 4K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 28K | $1M+ | SH |
| PRIM | PRIMORIS SVCS CORP | 9K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 11K | $1M+ | SH |
| WMT | WALMART INC | 10K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| AMLP | ALPS ETF TR | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 7K | $500K+ | SH |
| KLIC | KULICKE & SOFFA INDS INC | 21K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 12K | $500K+ | SH |
| C | CITIGROUP INC | 8K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH (Put) |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 4K | $500K+ | SH |
| HEI | HEICO CORP NEW | 3K | $500K+ | SH |
| HII | HUNTINGTON INGALLS INDS INC | 2K | $500K+ | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 7K | $500K+ | SH |
| GSK | GSK PLC | 16K | $500K+ | SH |
| AG | FIRST MAJESTIC SILVER CORP | 46K | $500K+ | SH |
| DVN | DEVON ENERGY CORP NEW | 21K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 4K | $500K+ | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 71K | $500K+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 16K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| MLI | MUELLER INDS INC | 6K | $500K+ | SH |