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 51–100 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| ITRN | ITURAN LOCATION AND CONTROL | 16K | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| FROG | JFROG LTD | 11K | $500K+ | SH |
| ALLY | ALLY FINL INC | 14K | $500K+ | SH |
| MPC | MARATHON PETE CORP | 4K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| UNM | UNUM GROUP | 8K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 7K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 5K | $500K+ | SH |
| FDS | FACTSET RESH SYS INC | 2K | $500K+ | SH |
| EWY | ISHARES INC | 6K | $500K+ | SH |
| ABNB | AIRBNB INC | 4K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 9K | $500K+ | SH |
| FOR | FORESTAR GROUP INC | 22K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 3K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| GGN | GAMCO GLOBAL GOLD NAT RES & | 99K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO | 13K | $500K+ | SH |
| R | RYDER SYS INC | 3K | $500K+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 7K | $500K+ | SH |
| UHT | UNIVERSAL HEALTH RLTY INCOME | 13K | $100K–$500K | SH |
| CPA | COPA HOLDINGS SA | 4K | $100K–$500K | SH |
| HL | HECLA MNG CO | 26K | $100K–$500K | SH |
| VNM | VANECK ETF TRUST | 26K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 4K | $100K–$500K | SH |
| MMS | MAXIMUS INC | 6K | $100K–$500K | SH |
| CAG | CONAGRA BRANDS INC | 27K | $100K–$500K | SH |
| PALL | ABRDN PALLADIUM ETF TRUST | 3K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 8K | $100K–$500K | SH |
| LEU | CENTRUS ENERGY CORP | 2K | $100K–$500K | SH |
| NFGC | NEW FOUND GOLD CORP | 151K | $100K–$500K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 19K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| ADC | AGREE RLTY CORP | 6K | $100K–$500K | SH |
| UPGD | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 9K | $100K–$500K | SH |
| XHB | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| VICI | VICI PPTYS INC | 15K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| FE | FIRSTENERGY CORP | 9K | $100K–$500K | SH (Put) |
| T | AT&T INC | 17K | $100K–$500K | SH (Put) |
| BP | BP PLC | 12K | $100K–$500K | SH |