Total Wealth Planning & Management, Inc. - Q42025 Holdings

Total Wealth Planning & Management, Inc. holds 186 stocks with a total portfolio value of $ 134.86M as of Q42025. In Q42025, Total Wealth Planning & Management, Inc. added 186 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Apple Inc (AAPL), representing 3.19% of the total portfolio.