Total Wealth Planning & Management, Inc.CoreConcentrated trader

CIK: 0002058383 | Ponte Vedra Beach, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	199	$134.6M	2026-10-23	SEC ↗
Q2 2026	13F-HR	215	$147.9M	2026-07-28	SEC ↗
Q1 2026	13F-HR	201	$135.4M	2026-05-05	SEC ↗
Q4 2025	13F-HR	212	$134.9M	2026-02-11	SEC ↗
Q2 2025	13F-HR	217	$123.5M	2025-07-24	SEC ↗
Q1 2025	13F-HR	199	$105.4M	2025-04-24	SEC ↗
Q4 2024	13F-HR	201	$110.2M	2025-02-28	SEC ↗