Total Wealth Planning & Management, Inc.

Est. AUM

$135.4M

13F long equity, this entity only

Positions

201

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CHENIERE ENERGY INC	COM NEW	$4.3M	15306	3.21%	SOLE
2	APPLE INC	COM	$3.8M	15041	2.82%	SOLE
3	ABBVIE INC	COM	$2.8M	12853	2.06%	SOLE
4	AMAZON COM INC	COM	$2.6M	12575	1.93%	SOLE
5	MICROSOFT CORP	COM	$2.4M	6531	1.79%	SOLE
6	EXXON MOBIL CORP	COM	$2.4M	14239	1.78%	SOLE
7	FACTSET RESH SYS INC	COM	$2.3M	10607	1.70%	SOLE
8	JPMORGAN CHASE & CO	COM	$2.2M	7535	1.64%	SOLE
9	ALPHABET INC	CAP STK CL A	$2.0M	7058	1.50%	SOLE
10	NVIDIA CORPORATION	COM	$2.0M	11189	1.44%	SOLE
11	VERIZON COMMUNICATIONS INC	COM	$1.6M	31586	1.17%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$1.5M	2667	1.14%	SOLE
13	HOME DEPOT INC	COM	$1.5M	4609	1.12%	SOLE
14	ISHARES TR	US AER DEF ETF	$1.5M	6854	1.11%	SOLE
15	PFIZER INC	COM	$1.5M	52580	1.09%	SOLE
16	GILEAD SCIENCES INC	COM	$1.5M	10544	1.09%	SOLE
17	SPDR GOLD TR	GOLD SHS	$1.4M	3354	1.07%	SOLE
18	T-MOBILE US INC	COM	$1.4M	6842	1.06%	SOLE
19	NETFLIX INC.	COM	$1.4M	14702	1.04%	SOLE
20	STMICROELECTRONICS N V	NY REGISTRY	$1.4M	39835	1.02%	SOLE
21	DIGITAL RLTY TR INC	COM	$1.4M	7517	1.00%	SOLE
22	NRG ENERGY INC	COM NEW	$1.3M	9190	0.99%	SOLE
23	ALPS ETF TR	ALERIAN MLP	$1.3M	25315	0.98%	SOLE
24	CHEVRON CORPORATION	COM	$1.3M	6280	0.96%	SOLE
25	WALMART INC	COM	$1.3M	10422	0.96%	SOLE
26	OMNICOM GROUP INC	COM	$1.3M	16889	0.94%	SOLE
27	BROADCOM INC	COM	$1.3M	4092	0.94%	SOLE
28	INGREDION INC	COM	$1.3M	11135	0.93%	SOLE
29	MICRON TECHNOLOGY INC	COM	$1.2M	3576	0.89%	SOLE
30	AT&T INC	COM	$1.2M	41340	0.88%	SOLE
31	META PLATFORMS INC	CL A	$1.2M	2091	0.88%	SOLE
32	KULICKE & SOFFA INDS INC	COM	$1.2M	17688	0.86%	SOLE
33	JOHNSON & JOHNSON	COM	$1.1M	4622	0.83%	SOLE
34	JACOBS SOLUTIONS INC	COM	$1.1M	8764	0.82%	SOLE
35	GE AEROSPACE	COM NEW	$1.1M	3831	0.80%	SOLE
36	MERCK & CO INC	COM	$1.1M	8834	0.79%	SOLE
37	RTX CORPORATION	COM	$1.0M	5400	0.77%	SOLE
38	SCHWAB CHARLES CORP	COM	$1.0M	10979	0.76%	SOLE
39	DEVON ENERGY CORP NEW	COM	$1.0M	20187	0.75%	SOLE
40	PRIMORIS SVCS CORP	COM	$1.0M	7027	0.74%	SOLE
41	FIRST MAJESTIC SILVER CORP	COM	$981K	45652	0.72%	SOLE
42	AMDOCS LTD	SHS	$956K	14651	0.71%	SOLE
43	CONSTRUCTION PARTNERS INC	COM CL A	$944K	8498	0.70%	SOLE
44	INTERNATIONAL PAPER CO	COM	$906K	25386	0.67%	SOLE
45	WESTLAKE CORPORATION	COM	$900K	7707	0.66%	SOLE
46	DYCOM INDS INC	COM	$892K	2632	0.66%	SOLE
47	LOCKHEED MARTIN CORP	COM	$891K	1474	0.66%	SOLE
48	TESLA INC	COM	$877K	2360	0.65%	SOLE
49	WESCO INTL INC	COM	$867K	3168	0.64%	SOLE
50	GSK PLC	SPONSORED ADR	$844K	15297	0.62%	SOLE

1–50 of 201

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.