§ 13F · FUND PROFILE
Total Wealth Planning & Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $123.5T (13F)Positions · 217Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$134.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 16K | $4.3T | 3.2% | NEW |
| 2 | EXE | EXPAND ENERGY CORPORATION | 34K | $3.8T | 2.8% | NEW |
| 3 | AMZN | AMAZON COM INC | 14K | $3.3T | 2.5% | NEW |
| 4 | SPY | SPDR S&P 500 ETF TR | 5K | $3.2T | 2.4% | NEW |
| 5 | MSFT | MICROSOFT CORP | 6K | $3.1T | 2.3% | NEW |
| 6 | ABBV | ABBVIE INC | 13K | $2.9T | 2.2% | NEW |
| 7 | MU | MICRON TECHNOLOGY INC | 10K | $2.8T | 2.1% | NEW |
| 8 | GOOGL | ALPHABET INC | 9K | $2.7T | 2.0% | NEW |
| 9 | JPM | JPMORGAN CHASE & CO. | 7K | $2.4T | 1.8% | NEW |
| 10 | HAL | HALLIBURTON CO | 75K | $2.1T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOTAL SIGNAL
AC read
Total Wealth Planning & Management, Inc. is a Other fund managing $123500.5 trillion in assets. The fund runs a broad portfolio of 217 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed