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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 6 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMH VANECK ETF TRUST 762.0 $500K 0.34% NEW $655.89 -13.6%
102 CVS PUT CVS HEALTH CORP Healthcare 4,800.0 $497K 0.34% NEW $103.45 -6.5%
103 PRU PUT PRUDENTIAL FINL INC Financial Services 4,600.0 $496K 0.34% NEW $107.93 +13.1%
104 TSLA TESLA INC Consumer Cyclical 1,176.0 $495K 0.33% NEW $420.60 -15.8%
105 SWK STANLEY BLACK & DECKER INC Industrials 5,100.0 $480K 0.33% NEW $94.12 +3.4%
106 SWK PUT STANLEY BLACK & DECKER INC Industrials 5,100.0 $480K 0.33% NEW $94.12 +3.4%
107 UPGD INVESCO EXCHANGE TRADED FD T 5,831.0 $478K 0.32% NEW $81.93 +0.7%
108 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 98,386.0 $476K 0.32% NEW $4.84 +16.3%
109 CF CF INDUSTRIES HOLD Basic Materials 4,380.0 $474K 0.32% NEW $108.26 +23.2%
110 FE FIRSTENERGY CORP Utilities 9,900.0 $471K 0.32% NEW $47.54 -1.6%
111 KDP KEURIG DR PEPPER INC Consumer Defensive 14,300.0 $468K 0.32% NEW $32.73 -0.4%
112 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 14,300.0 $468K 0.32% NEW $32.73 -0.4%
113 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,107.0 $461K 0.31% NEW $112.32 +38.0%
114 XTN SPDR SERIES TRUST 3,940.0 $456K 0.31% NEW $115.64 -8.8%
115 FE PUT FIRSTENERGY CORP Utilities 9,500.0 $452K 0.30% NEW $47.54 -1.6%
116 RSP INVESCO EXCHANGE TRADED FD T 2,102.0 $447K 0.30% NEW $212.77 +2.9%
117 KBE SPDR SERIES TRUST 6,409.0 $437K 0.30% NEW $68.22 +1.6%
118 TRN TRINITY INDS INC Industrials 12,300.0 $425K 0.29% NEW $34.58 -18.1%
119 TRN PUT TRINITY INDS INC Industrials 12,300.0 $425K 0.29% NEW $34.58 -18.1%
120 TFC TRUIST FINL CORP Financial Services 8,500.0 $423K 0.29% NEW $49.82 +3.7%
Page 6 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 22.0%
Financial Services 18.6%
Industrials 14.4%
Healthcare 9.9%
Energy 7.4%
Consumer Cyclical 7.3%
Communication Services 7.0%
Real Estate 4.5%
Basic Materials 3.6%
Consumer Defensive 2.8%