Total Wealth Planning, LLC
CIK: 0001762997SEC EDGAR →
Portfolio Value
$864.2M
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
105
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (105)
$88.5M · 3.8M shares
$67.4M · 154K shares
$56.0M · 317K shares
$54.0M · 1.8M shares
$48.7M · 613K shares
$36.5M · 853K shares
$32.3M · 1.1M shares
$30.6M · 987K shares
$27.7M · 169K shares
$26.2M · 442K shares
$24.2M · 31K shares
$21.0M · 108K shares
$19.0M · 384K shares
$18.8M · 68K shares
$18.5M · 65K shares
$15.3M · 570K shares
$14.7M · 499K shares
$11.9M · 28K shares
$10.4M · 114K shares
$8.8M · 300K shares
$8.6M · 313K shares
$8.2M · 120K shares
$8.1M · 102K shares
$6.8M · 148K shares
$6.6M · 126K shares
$6.0M · 68K shares
$5.7M · 79K shares
$5.7M · 19K shares
$5.4M · 49K shares
$5.0M · 73K shares
$4.9M · 116K shares
$4.8M · 81K shares
$4.7M · 54K shares
$4.6M · 24K shares
$4.1M · 56K shares
$3.5M · 57K shares
$3.5M · 22K shares
$3.3M · 62K shares
$3.3M · 41K shares
$3.2M · 122K shares
$3.2M · 24K shares
$2.7M · 54K shares
$2.6M · 9K shares
$2.4M · 22K shares
$2.2M · 34K shares
$2.1M · 25K shares
$2.1M · 69K shares
$2.0M · 68K shares
$1.8M · 9K shares
$1.6M · 18K shares
$1.6M · 11K shares
$1.5M · 10K shares
$1.3M · 5K shares
$1.3M · 38K shares
$1.3M · 4K shares
$1.2M · 27K shares
$1.2M · 23K shares
$1.1M · 5K shares
$920K · 9K shares
$899K · 22K shares
$892K · 7K shares
$872K · 2K shares
$840K · 13K shares
$828K · 8K shares
$785K · 8K shares
$685K · 6K shares
$657K · 10K shares
$622K · 2K shares
$596K · 5K shares
$591K · 1K shares
$560K · 4K shares
$521K · 3K shares
$512K · 9K shares
$508K · 4K shares
$504K · 10K shares
$503K · 20K shares
$463K · 6K shares
$445K · 3K shares
$443K · 887 shares
$438K · 18K shares
$430K · 693 shares
$420K · 10K shares
$404K · 655 shares
$376K · 4K shares
$368K · 3K shares
$354K · 6K shares
$351K · 2K shares
$318K · 1K shares
$316K · 1K shares
$309K · 2K shares
$309K · 2K shares
$307K · 10K shares
$304K · 2K shares
$284K · 10K shares
$278K · 208 shares
$270K · 557 shares
$257K · 2K shares
$246K · 3K shares
$243K · 2K shares
$230K · 823 shares
$228K · 3K shares
$215K · 3K shares
$203K · 622 shares
$185K · 14K shares
$68K · 10K shares