Total Wealth Planning & Management, Inc.
Total Wealth Planning & Management, Inc. reported 201 holdings worth US$135M as of Mar 31, 2026 (Form 13F)
As of Mar 31, 2026 · Filed May 5, 2026
Total Wealth Planning & Management, Inc. reported 201 holdings worth US$135M as of Mar 31, 2026. Filed May 5, 2026 (Form 13F).
- Holdings
- 201
- Value as reported
- US$135M