Total Wealth Planning & Management, Inc. - Q32026 Holdings

Total Wealth Planning & Management, Inc. holds 174 stocks with a total portfolio value of $ 134.62M as of Q32026. In Q32026, Total Wealth Planning & Management, Inc. added 174 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Microsoft Corp (MSFT), representing 3.46% of the total portfolio.