Total Wealth Planning & Management, Inc. - Q12026 Holdings

Total Wealth Planning & Management, Inc. holds 175 stocks with a total portfolio value of $ 135.41M as of Q12026. In Q12026, Total Wealth Planning & Management, Inc. added 25 new positions, increased stakes in 86 stocks, reduced 51 holdings, and fully exited 36 positions. The largest holding is Cheniere Energy Inc (LNG), representing 3.21% of the total portfolio.