13F Filings History of Total Wealth Planning & Management, Inc.

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$125,990,697
Signature - Title
Richard Tomes - CCO
Location
Ponte Vedra Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Total Wealth Planning & Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Total Wealth Planning & Management, Inc. reported 186 stock holdings with total value $125,990,697 as of Q4 2025. Top holdings included AAPL, EXE, AMZN, SPY, and MSFT.

Notify me when Total Wealth Planning & Management, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 186 $125,990,697 +$22,210,353 -$23,653,880 -$1,443,527 AAPL, EXE, AMZN, SPY, MSFT 13F-HR 10 Feb 2026, 19:05
Q2 2025 191 $111,232,304 +$18,662,640 -$10,459,153 +$8,203,487 MSFT, AAPL, AMZN, ABBV, UNM 13F-HR 24 Jul 2025, 08:31
Q1 2025 173 $97,438,516 +$18,154,780 -$20,862,630 -$2,707,850 ABBV, AAPL, MSFT, UNM, AMZN 13F-HR 24 Apr 2025, 09:11
Q4 2024 175 $101,788,363 $0 $0 $0 SPY, AAPL, MSFT, ABBV, AMZN 13F-HR 28 Feb 2025, 12:32