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Portfolio (Quarterly) Guide ↗

Total Wealth Planning & Management, Inc.

· CIK 0002058383
13F Portfolio $148M AUM 215 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 215 New
Page 2 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 3,690.0 $1.4M 0.93% NEW $373.76 -4.7%
22 GILD GILEAD SCIENCES INC Healthcare 10,348.0 $1.3M 0.88% NEW $126.34 +16.8%
23 META META PLATFORMS INC Communication Services 2,304.0 $1.3M 0.88% NEW $563.26 -3.1%
24 VZ VERIZON COMMUNICATIONS INC Communication Services 30,325.0 $1.3M 0.87% NEW $42.34 +16.6%
25 HEI HEICO CORP NEW Industrials 3,572.0 $1.3M 0.86% NEW $356.19 +2.0%
26 STM STMICROELECTRONICS N V Technology 16,830.0 $1.3M 0.85% NEW $74.89 -32.7%
27 DLR DIGITAL RLTY TR INC Real Estate 6,780.0 $1.2M 0.82% NEW $179.58 +7.1%
28 PFE PFIZER INC Healthcare 49,290.0 $1.2M 0.80% NEW $24.08 +17.3%
29 TMUS T-MOBILE US INC Communication Services 7,051.0 $1.2M 0.80% NEW $167.73 +8.7%
30 OMC OMNICOM GROUP INC Communication Services 15,669.0 $1.1M 0.77% NEW $72.83 +20.0%
31 GLD SPDR GOLD TR Financial Services 3,050.0 $1.1M 0.76% NEW $368.38 +12.3%
32 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,321.0 $1.1M 0.76% NEW $38.10 +7.8%
33 WCC WESCO INTL INC Industrials 3,207.0 $1.1M 0.75% NEW $345.43 -0.5%
34 SCHW SCHWAB CHARLES CORP Financial Services 11,974.0 $1.1M 0.75% NEW $92.27 +20.2%
35 MRK MERCK & CO INC Healthcare 8,427.0 $1.1M 0.73% NEW $128.51 +18.5%
36 C CITIGROUP INC Financial Services 7,733.0 $1.1M 0.73% NEW $139.96 -5.1%
37 WMT WALMART INC Consumer Defensive 9,511.0 $1.1M 0.73% NEW $113.25 +0.9%
38 ITRN ITURAN LOCATION AND CONTROL Technology 17,191.0 $1.0M 0.71% NEW $61.01 -16.7%
39 ROAD CONSTRUCTION PARTNERS INC Industrials 8,830.0 $1.0M 0.71% NEW $118.77 -2.7%
40 UNM UNUM GROUP Financial Services 11,721.0 $1.0M 0.71% NEW $89.40 -2.0%
Page 2 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.9%
Financial Services 18.6%
Industrials 14.3%
Healthcare 9.8%
Energy 7.4%
Communication Services 7.3%
Consumer Cyclical 7.3%
Real Estate 4.5%
Basic Materials 3.6%
Consumer Defensive 2.8%