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Value $
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$102M
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Signature - Title
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Richard Tomes - CCO
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Location
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Ponte Vedra Beach, FL
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Summary
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This page shows a list of all the recent 13F filings made by Total Wealth Planning & Management, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Total Wealth Planning & Management, Inc. reported 175 stock holdings with total value $102M as of Q4 2024. Top holdings included SPY, AAPL, MSFT, ABBV, and AMZN.