Total Wealth Planning & Management, Inc.

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title: Richard Tomes - CCO
Location: Ponte Vedra Beach, FL
Holdings as of: 31 Mar 2025
Value $: $97,438,516
Num holdings: 173
Filing time: 24 Apr 2025, 09:11:53 UTC
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included ABBV, AAPL, MSFT, UNM, and AMZN.
Previous filing: Q4 2024 - 28 Feb 2025
Next filing: Q2 2025 - 24 Jul 2025
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Sym	Weight	Trade Impact	Company	Class	Share Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.

Compare Q1 2025 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Richard Tomes	CCO	Ponte Vedra, Florida	24 Apr 2025