Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Total Wealth Planning & Management, Inc. (CIK 2058383) reported $135.4M across 149 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LNG ($4.3M, 3.21%), AAPL ($3.8M, 2.82%), MSFT ($3.1M, 2.30%), ABBV ($2.8M, 2.06%), AMZN ($2.6M, 1.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LNG | CHENIERE ENERGY INC | $4.3M | 3.21% | 15,306 | Added |
| 2 | AAPL | APPLE INC | $3.8M | 2.82% | 15,041 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $3.1M | 2.30% | 8,431 | Added |
| 4 | ABBV | ABBVIE INC | $2.8M | 2.06% | 12,853 | Added |
| 5 | AMZN | AMAZON COM INC | $2.6M | 1.93% | 12,575 | Trimmed |
| 6 | XOM | EXXON MOBIL CORP | $2.4M | 1.78% | 14,239 | Trimmed |
| 7 | FDS | FACTSET RESH SYS INC | $2.3M | 1.70% | 10,607 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.64% | 7,535 | Added |
| 9 | VZ | VERIZON COMMUNICATIONS INC | $2.1M | 1.53% | 41,286 | Added |
| 10 | GOOGL | ALPHABET INC | $2.0M | 1.50% | 7,058 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $2.0M | 1.44% | 11,189 | Added |
| 12 | PFE | PFIZER INC | $1.9M | 1.37% | 66,180 | Added |
| 13 | T | AT&T INC | $1.7M | 1.25% | 58,440 | Added |
| 14 | QQQ | INVESCO QQQ TR | $1.5M | 1.14% | 2,667 | Added |
| 15 | HD | HOME DEPOT INC | $1.5M | 1.12% | 4,609 | Added |
| 16 | ITA | ISHARES TR | $1.5M | 1.11% | 6,854 | Added |
| 17 | GILD | GILEAD SCIENCES INC | $1.5M | 1.09% | 10,544 | Added |
| 18 | GLD | SPDR GOLD TR | $1.4M | 1.07% | 3,354 | Added |
| 19 | TMUS | T-MOBILE US INC | $1.4M | 1.06% | 6,842 | Added |
| 20 | NFLX | NETFLIX INC. | $1.4M | 1.04% | 14,702 | New |
| 21 | STM | STMICROELECTRONICS N V | $1.4M | 1.02% | 39,835 | New |
| 22 | DLR | DIGITAL RLTY TR INC | $1.4M | 1.00% | 7,517 | Added |
| 23 | NRG | NRG ENERGY INC | $1.3M | 0.99% | 9,190 | Added |
| 24 | AMLP | ALPS ETF TR | $1.3M | 0.98% | 25,315 | Added |
| 25 | WMT | WALMART INC | $1.3M | 0.96% | 10,422 | Added |
Source: SEC Form 13F filings · as of 2026-03-31