Total Wealth Planning & Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 199 distinct equities and exchange-traded funds.
The portfolio is diversified across several sectors. Technology holdings include shares in Apple Inc., Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. The firm also holds significant positions in financial services, such as JPMorgan Chase & Co. and Charles Schwab Corp. Additionally, the filing lists holdings in energy companies like Chevron Corporation and Kinder Morgan Inc., as well as healthcare stocks like Merck & Co. and Pfizer Inc.
The filing details specific share counts for the disclosed positions. For example, the firm holds 1,398,600 shares of Apple Inc., 3,354,037 shares of Micron Technology Inc., and 2,376,192 shares of NVIDIA Corporation. The filing also includes positions in various exchange-traded funds, such as the Invesco QQQ Trust Unit Series 1 and the iShares Core S&P 500 ETF.
