Total Wealth Planning & Management, Inc.
All 13F Filings
Location
Ponte Vedra Beach, FL
CIK
0002058383
All SEC filings
View on sec.gov
Filing ID
Report Period
Holdings
Value ($000)
Form Type
Date Filed
Name
000208585326000563
Q1 2026
201
135,413,941
13F-HR
5/5/2026
Total Wealth Planning & Management, Inc.