§ 13F · FUND PROFILE
Total Wealth Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $791.3T (13F)Positions · 105Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$46.7T 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 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | 217K | $5.1T | 10.8% | NEW |
| 2 | VUG | VANGUARD INDEX FDS | 9K | $4.3T | 9.2% | NEW |
| 3 | VTV | VANGUARD INDEX FDS | 20K | $3.9T | 8.2% | NEW |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 100K | $3.3T | 7.1% | NEW |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 41K | $3.3T | 7.0% | NEW |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 45K | $2.2T | 4.8% | NEW |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | 46K | $2.2T | 4.8% | NEW |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 65K | $2.2T | 4.7% | NEW |
| 9 | DFIS | DIMENSIONAL ETF TRUST | 62K | $2.0T | 4.4% | NEW |
| 10 | VOE | VANGUARD INDEX FDS | 10K | $1.8T | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOTAL SIGNAL
AC read
Total Wealth Planning, LLC is a Other fund managing $791296.2 trillion in assets. The fund runs a portfolio of 105 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