Total Wealth Planning, LLC

Name: Total Wealth Planning, LLC 13F Holdings
Creator: 13F Insight

$47M in tracked AUM across 39 positions as of Q4 2025.

CIK 0001762997 · last filed Dec 31, 2025

Total AUM

$47M

as of Q4 2025

Holdings

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positions

Whale Score

tracked

Activity

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no data

changes this Q

Top 10 holdings

By portfolio weight as of Q4 2025.

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