13F Filings History of TOTAL INVESTMENT MANAGEMENT INC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$779,362,704
Signature - Title
Rodrigo Diaz - Compliance Analyst
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by TOTAL INVESTMENT MANAGEMENT INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TOTAL INVESTMENT MANAGEMENT INC reported 87 stock holdings with total value $779,362,704 as of Q4 2025. Top holdings included SPY, BKUI, XHLF, EEM, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $779,362,704 +$10,286,904 -$6,574,428 +$3,712,476 SPY, BKUI, XHLF, EEM, QQQM 13F-HR 03 Feb 2026, 09:40
Q3 2025 81 $769,258,014 +$76,458,498 -$29,584,577 +$46,873,921 BKUI, XHLF, SPY, EEM, QQQM 13F-HR 13 Nov 2025, 09:54
Q2 2025 901 $692,057,948 +$166,567,881 -$273,620,497 -$107,052,616 BKUI, XHLF, SPY, EEM, BKAG 13F-HR 29 Aug 2025, 16:37
Q1 2025 74 $764,951,914 +$59,534,270 -$5,693,434 +$53,840,836 SCHQ, BKUI, SPY, EEM, BKAG 13F-HR 09 May 2025, 12:46
Q4 2024 75 $712,706,747 +$122,319,539 -$282,458,493 -$160,138,954 BKUI, SCHQ, SPY, FNK, EEM 13F-HR 31 Jan 2025, 10:22
Q3 2024 71 $892,621,794 +$95,266,916 -$11,825,970 +$83,440,946 SCHQ, RSP, FNK, SPY, EEM 13F-HR 05 Nov 2024, 11:41
Q2 2024 67 $760,334,503 +$57,871,331 -$76,500,704 -$18,629,373 SCHQ, RSP, FNK, SPY, EEM 13F-HR 06 Aug 2024, 19:41
Q1 2024 74 $794,968,327 +$60,601,847 -$83,305,527 -$22,703,680 SCHQ, FNK, DIA, RSP, SPY 13F-HR 16 Apr 2024, 15:56
Q4 2023 71 $787,551,333 +$20,224,099 -$5,195,954 +$15,028,145 SCHQ, QQEW, FNK, DIA, RSP 13F-HR 02 Feb 2024, 16:55
Q3 2023 67 $698,551,932 +$115,524,851 -$153,417,810 -$37,892,959 SCHQ, QQEW, DIA, BKAG, FNK 13F-HR 24 Oct 2023, 14:49
Q2 2023 70 $770,934,035 +$231,456,250 -$1,485,305 +$229,970,945 SCHG, QQEW, RSP, DIA, FNK 13F-HR 06 Jul 2023, 12:24
Q1 2023 63 $523,895,577 +$230,102,741 -$134,172,610 +$95,930,131 QQEW, DIA, RSP, FNK, GLD 13F-HR 15 May 2023, 17:36
Q4 2022 59 $410,701,866 +$67,638,431 -$190,835,087 -$123,196,656 VTV, BKAG, RSP, FNK, GLD 13F-HR 01 Feb 2023, 10:32
Q3 2022 54 $495,438,000 +$135,405,272 -$159,368,806 -$23,963,534 BKAG, QQEW, VTV, RSP, EQL 13F-HR 13 Oct 2022, 15:47
Q2 2022 62 $551,356,000 +$153,032,468 -$63,058,550 +$89,973,918 BKAG, RSP, VTV, SPY, QQQ 13F-HR 11 Aug 2022, 14:04
Q1 2022 70 $521,852,000 +$32,067,864 -$71,023,300 -$38,955,436 RSP, SPY, QTEC, VTV, FNK 13F-HR 02 May 2022, 15:52
Q4 2021 74 $604,516,000 +$184,705,177 -$1,708,502 +$182,996,675 QTEC, SPY, RSP, VTV, BKSE 13F-HR 31 Jan 2022, 11:54
Q3 2021 56 $401,402,000 +$26,738,805 -$198,670,446 -$171,931,641 QTEC, RSP, SPY, VTV, BKAG 13F-HR 04 Nov 2021, 09:48
Q2 2021 59 $579,104,000 +$320,950,222 -$56,964,699 +$263,985,523 RSP, QTEC, QQQ, SPY, IBB 13F-HR 06 Aug 2021, 13:21
Q1 2021 50 $75,058,000 $0 $0 $0 JAGG, GLD, TIP, JPST, AGG 13F-HR 26 Apr 2021, 15:02
Q4 2020 46 $515,698,000 +$124,747,701 -$1,475,967 +$123,271,734 JAGG, RSP, QTEC, IBB, JQUA 13F-HR 12 Jan 2021, 09:53
Q3 2020 46 $345,527,000 +$146,149,206 -$91,362,922 +$54,786,284 JAGG, IBB, JQUA, QTEC, RSP 13F-HR 02 Nov 2020, 09:41
Q2 2020 43 $286,507,000 +$130,784,472 -$218,934,509 -$88,150,037 SCHB, JAGG, IBB, JQUA, GLD 13F-HR 29 Jul 2020, 11:09
Q1 2020 50 $354,578,000 +$65,363,900 -$145,734,382 -$80,370,482 SCHB, FVD, SCHG, JPUS, FTA 13F-HR 23 Apr 2020, 14:47
Q4 2019 54 $523,314,000 +$211,925,375 -$204,125,998 +$7,799,377 QQQ, SCHB, FTA, FVD, JPUS 13F-HR 11 Feb 2020, 15:05
Q3 2019 52 $493,250,000 +$152,708,341 -$103,230,183 +$49,478,158 SCHB, SCHX, FVD, JPUS, FTA 13F-HR 28 Oct 2019, 16:15
Q2 2019 53 $438,679,000 +$126,738,522 -$102,314,633 +$24,423,889 SCHB, FXL, JPSE, FTA, JPUS 13F-HR 07 Aug 2019, 16:53
Q1 2019 51 $415,836,000 +$130,223,522 -$32,606,813 +$97,616,709 JPSE, FTA, JPGE, FDT, SCHE 13F-HR 15 May 2019, 19:20
Q4 2018 50 $314,817,000 +$58,024,978 -$170,155,632 -$112,130,654 JPUS, JPGE, FTA, FDT, FXL 13F-HR 08 Feb 2019, 17:30
Q3 2018 48 $452,557,000 +$53,485,370 -$51,456,115 +$2,029,255 SCHB, SCHG, QQQ, JPUS, JPGE 13F-HR 14 Nov 2018, 12:37
Q2 2018 44 $433,405,000 +$123,154,596 -$92,741,492 +$30,413,104 SCHB, SCHG, RPG, QQQ, JPUS 13F-HR 16 Jul 2018, 13:28
Q1 2018 45 $400,075,000 +$95,209,483 -$35,347,105 +$59,862,378 SCHB, RPG, SCHG, JPGE, JPUS 13F-HR 10 May 2018, 13:58
Q4 2017 41 $339,155,000 +$37,296,939 -$3,328,391 +$33,968,548 SCHB, SCHG, RPG, JPUS, QQQ 13F-HR 13 Feb 2018, 08:11
Q3 2017 36 $290,081,000 +$19,881,068 -$42,177,771 -$22,296,703 SCHB, SCHG, RPG, JPUS, QQQ 13F-HR 30 Oct 2017, 15:46
Q2 2017 39 $302,346,000 +$1,125,475 -$7,297,035 -$6,171,560 SCHB, SCHG, RPG, JHML, QQQ 13F-HR 27 Jul 2017, 15:50
Q1 2017 37 $298,687,000 +$4,467,365 -$32,272,303 -$27,804,938 SCHB, SCHG, RPG, QQQ, JHML 13F-HR 12 May 2017, 14:30
Q4 2016 36 $306,869,000 $0 $0 $0 SCHB, SCHX, SCHG, RPG, QQQ 13F-HR 13 Feb 2017, 12:19