13F Insight
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DOSSIER · 13F-HR · Q1 2026

Total Wealth Planning & Management, Inc.

$135M in tracked AUM across 201 positions as of Q1 2026.

TW
CIK 0002058383 · last filed Mar 31, 2026
Total AUM
$135M
as of Q1 2026
Holdings
201
—
positions
Whale Score
38
38
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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