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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 9 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PI IMPINJ INC Technology 2,275.0 $326K 0.22% NEW $143.23 +17.3%
162 DOC HEALTHPEAK PROPERTIES INC Real Estate 14,721.0 $315K 0.21% NEW $21.40 -4.5%
163 PII POLARIS INC Consumer Cyclical 4,600.0 $315K 0.21% NEW $68.44 -1.2%
164 PII PUT POLARIS INC Consumer Cyclical 4,600.0 $315K 0.21% NEW $68.44 -1.2%
165 IBM INTERNATIONAL BUSINESS MACHS Technology 1,112.0 $313K 0.21% NEW $281.21 -17.3%
166 XLY SELECT SECTOR SPDR TR 2,658.0 $312K 0.21% NEW $117.28 -0.8%
167 REPX RILEY EXPLORATION PERMIAN IN Energy 9,300.0 $307K 0.21% NEW $32.96 +14.4%
168 REPX PUT RILEY EXPLORATION PERMIAN IN Energy 9,300.0 $307K 0.21% NEW $32.96 +14.4%
169 AWK PUT AMERICAN WTR WKS CO INC NEW Utilities 2,300.0 $303K 0.20% NEW $131.58 +3.6%
170 PL PLANET LABS PBC Industrials 8,920.0 $296K 0.20% NEW $33.13 -29.5%
171 ENTERGY CORP NEW 2,534.0 $291K 0.20% NEW $114.86
172 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,600.0 $285K 0.19% NEW $109.77 -1.9%
173 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 2,600.0 $285K 0.19% NEW $109.77 -1.9%
174 PALL ABRDN PALLADIUM ETF TRUST Financial Services 12,865.0 $284K 0.19% NEW $22.08 +5.9%
175 PANW PALO ALTO NETWORKS INC Technology 830.0 $283K 0.19% NEW $341.02 +9.7%
176 COIN COINBASE GLOBAL INC Financial Services 1,899.0 $278K 0.19% NEW $146.19 +0.0%
177 JOBY JOBY AVIATION INC Industrials 31,106.0 $277K 0.19% NEW $8.92 -14.2%
178 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,954.0 $277K 0.19% NEW $25.26 -4.8%
179 SPHQ INVESCO EXCHANGE TRADED FD T 3,020.0 $272K 0.18% NEW $90.10 -3.8%
180 VTI VANGUARD INDEX FDS 732.0 $271K 0.18% NEW $370.04 +2.4%
Page 9 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%