CIK 2058383

Total Wealth Planning & Management, Inc.

Institutional 13F holdings & portfolio

Holdings

186

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 151–186 of 186

Ticker	Company	Shares	Value	Type
AGQ	PROSHARES TR II	2K	$100K–$500K	SH
DLR	DIGITAL RLTY TR INC	2K	$100K–$500K	SH
SBSW	SIBANYE STILLWATER LTD	18K	$100K–$500K	SH
QBTS	D-WAVE QUANTUM INC	10K	$100K–$500K	SH
VOXR	VOX ROYALTY CORP	53K	$100K–$500K	SH
TS	TENARIS S A	6K	$100K–$500K	SH
RWM	PROSHARES TR	15K	$100K–$500K	SH
ETR	ENTERGY CORP NEW	3K	$100K–$500K	SH
SPHQ	INVESCO EXCHANGE TRADED FD T	3K	$100K–$500K	SH
CRM	SALESFORCE INC	849	$100K–$500K	SH
WLK	WESTLAKE CORPORATION	3K	$100K–$500K	SH
DKNG	DRAFTKINGS INC NEW	6K	$100K–$500K	SH
TJX	TJX COS INC NEW	1K	$100K–$500K	SH
ARKK	ARK ETF TR	3K	$100K–$500K	SH
VIG	VANGUARD SPECIALIZED FUNDS	944	$100K–$500K	SH
MCD	MCDONALDS CORP	675	$100K–$500K	SH
DBRG	DIGITALBRIDGE GROUP INC	13K	$100K–$500K	SH
ICE	INTERCONTINENTAL EXCHANGE IN	1K	$100K–$500K	SH
COST	COSTCO WHSL CORP NEW	236	$100K–$500K	SH
ABT	ABBOTT LABS	2K	$100K–$500K	SH
ORCL	ORACLE CORP	1K	$100K–$500K	SH
BOX	BOX INC	7K	$100K–$500K	SH
IBIT	ISHARES BITCOIN TRUST ETF	4K	$100K–$500K	SH
TMQ	TRILOGY METALS INC NEW	45K	$100K–$500K	SH
ACHR	ARCHER AVIATION INC	26K	$100K–$500K	SH
PLG	PLATINUM GROUP METALS LTD	64K	$100K–$500K	SH
AI	C3 AI INC	10K	$100K–$500K	SH
XPL	SOLITARIO RESOURCES CORP	187K	$100K–$500K	SH
UROY	URANIUM RTY CORP	20K	$50K–$100K	SH
EXK	ENDEAVOUR SILVER CORP	5K	$50K–$100K	SH (Call)
DNN	DENISON MINES CORP	22K	$50K–$100K	SH
DVS	DOLLY VARDEN SILVER CORP	11K	$15K–$50K	SH
FCO	ABRDN GLOBAL INCOME FUND INC	14K	$15K–$50K	SH
UEC	URANIUM ENERGY CORP	4K	$15K–$50K	SH (Call)
GRO	BRAZIL POTASH CORP	13K	$15K–$50K	SH
GLDG	GOLDMINING INC	11K	$1K–$15K	SH