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 101–150 of 186
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IYT | ISHARES TR | 5K | $100K–$500K | SH |
| BBY | BEST BUY INC | 6K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INC | 2K | $100K–$500K | SH |
| OKLO | OKLO INC | 5K | $100K–$500K | SH |
| MSM | MSC INDL DIRECT INC | 4K | $100K–$500K | SH (Put) |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 5K | $100K–$500K | SH (Put) |
| SWK | STANLEY BLACK & DECKER INC | 5K | $100K–$500K | SH (Put) |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| DDOG | DATADOG INC | 3K | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 27K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 768 | $100K–$500K | SH |
| CF | CF INDS HLDGS INC | 5K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH (Put) |
| CMG | CHIPOTLE MEXICAN GRILL INC | 9K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| NHS | NEUBERGER HIGH YIELD ST FD I | 45K | $100K–$500K | SH |
| RIV | RIVERNORTH OPPORTUNITIES FD | 29K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 7K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PZZA | PAPA JOHNS INTL INC | 9K | $100K–$500K | SH |
| XTN | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 2K | $100K–$500K | SH |
| HGLB | HIGHLAND GLOBAL ALLOCATION F | 36K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| OPP | RIVERNORTH DOUBLELINE STRATE | 40K | $100K–$500K | SH |
| GLPI | GAMING & LEISURE PPTYS INC | 7K | $100K–$500K | SH (Put) |
| ACP | ABRDN INCOME CREDIT STRATEGI | 59K | $100K–$500K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 5K | $100K–$500K | SH (Put) |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| EHI | WESTERN ASSET GBL HIGH INC F | 47K | $100K–$500K | SH |
| VGI | VIRTUS GLOBAL MULTI-SECTOR I | 39K | $100K–$500K | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 31K | $100K–$500K | SH |
| ETD | ETHAN ALLEN INTERIORS INC | 13K | $100K–$500K | SH |
| HIX | WESTERN ASSET HIGH INCOM FD | 72K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 824 | $100K–$500K | SH |
| CNXC | CONCENTRIX CORP | 7K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 5K | $100K–$500K | SH |
| WCC | WESCO INTL INC | 1K | $100K–$500K | SH |
| DOCU | DOCUSIGN INC | 4K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 12K | $100K–$500K | SH (Put) |
| EMN | EASTMAN CHEM CO | 5K | $100K–$500K | SH (Put) |
| MAR | MARRIOTT INTL INC NEW | 909 | $100K–$500K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 4K | $100K–$500K | SH (Put) |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 54K | $100K–$500K | SH |