Holdings
Total Wealth Planning & Management, Inc.
As of Jun 30, 2026, Total Wealth Planning & Management, Inc. reported 144 positions worth US$114M. Largest: Micron Technology, Inc., Apple Inc and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Micron Technology, Inc. | 3,879 | US$4.48M | +303 | Jun 30, 2026 |
| Apple Inc | 15,186 | US$4.39M | +145 | Jun 30, 2026 |
| Amazon.com, Inc. | 13,532 | US$3.23M | +957 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,277 | US$2.96M | +12 | Jun 30, 2026 |
| Abbvie Inc. | 11,012 | US$2.77M | −1,841 | Jun 30, 2026 |
| Microsoft Corp. | 7,301 | US$2.72M | +770 | Jun 30, 2026 |
| Cheniere Energy, Inc. | 11,178 | US$2.67M | −4,128 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,819 | US$2.56M | +284 | Jun 30, 2026 |
| Nvidia Corporation | 10,366 | US$2.07M | −823 | Jun 30, 2026 |
| Factset Research Systems Inc. | 8,993 | US$2.07M | −1,614 | Jun 30, 2026 |