Total Wealth Planning & Management, Inc. — 13F holdings

Total Wealth Planning & Management, Inc. reported 199 holdings worth $135M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $4.66M (3.5%)
2. AAPL APPLE INC — $4.66M (3.5%)
3. AMZN AMAZON COM INC — $3.39M (2.5%)
4. MU MICRON TECHNOLOGY INC — $3.35M (2.5%)
5. JPM JPMORGAN CHASE & CO. — $2.54M (1.9%)
6. GOOGL ALPHABET INC — $2.52M (1.9%)
7. FDS FACTSET RESH SYS INC — $2.43M (1.8%)
8. NVDA NVIDIA CORPORATION — $2.38M (1.8%)
9. LNG CHENIERE ENERGY INC — $2.00M (1.5%)
10. QQQ INVESCO QQQ TR — $1.97M (1.5%)