Total Wealth Planning, LLC
CIK: 0001762997SEC EDGAR →
Portfolio Value
$864K
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
105
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (105)
$88K · 3.8M shares
$67K · 154K shares
$56K · 317K shares
$54K · 1.8M shares
$49K · 613K shares
$37K · 853K shares
$32K · 1.1M shares
$31K · 987K shares
$28K · 169K shares
$26K · 442K shares
$24K · 31K shares
$21K · 108K shares
$19K · 384K shares
$19K · 68K shares
$19K · 65K shares
$15K · 570K shares
$15K · 499K shares
$12K · 28K shares
$10K · 114K shares
$9K · 300K shares
$9K · 313K shares
$8K · 120K shares
$8K · 102K shares
$7K · 148K shares
$7K · 126K shares
$6K · 68K shares
$6K · 79K shares
$6K · 19K shares
$5K · 49K shares
$5K · 73K shares
$5K · 116K shares
$5K · 81K shares
$5K · 54K shares
$5K · 24K shares
$4K · 56K shares
$4K · 57K shares
$3K · 22K shares
$3K · 62K shares
$3K · 41K shares
$3K · 122K shares
$3K · 24K shares
$3K · 54K shares
$3K · 9K shares
$2K · 22K shares
$2K · 34K shares
$2K · 25K shares
$2K · 69K shares
$2K · 68K shares
$2K · 9K shares
$2K · 18K shares
$2K · 11K shares
$2K · 10K shares
$1K · 5K shares
$1K · 38K shares
$1K · 4K shares
$1K · 27K shares
$1K · 23K shares
$1K · 5K shares
$920 · 9K shares
$899 · 22K shares
$892 · 7K shares
$872 · 2K shares
$840 · 13K shares
$828 · 8K shares
$785 · 8K shares
$685 · 6K shares
$657 · 10K shares
$622 · 2K shares
$596 · 5K shares
$591 · 1K shares
$560 · 4K shares
$521 · 3K shares
$512 · 9K shares
$508 · 4K shares
$504 · 10K shares
$503 · 20K shares
$463 · 6K shares
$445 · 3K shares
$443 · 887 shares
$438 · 18K shares
$430 · 693 shares
$420 · 10K shares
$404 · 655 shares
$376 · 4K shares
$368 · 3K shares
$354 · 6K shares
$351 · 2K shares
$318 · 1K shares
$316 · 1K shares
$309 · 2K shares
$309 · 2K shares
$307 · 10K shares
$304 · 2K shares
$284 · 10K shares
$278 · 208 shares
$270 · 557 shares
$257 · 2K shares
$246 · 3K shares
$243 · 2K shares
$230 · 823 shares
$228 · 3K shares
$215 · 3K shares
$203 · 622 shares
$185 · 14K shares
$68 · 10K shares