Total Wealth Planning, LLC Purchases and Sells in Q3 2025

Total Wealth Planning, LLC

$812 Million
Q3 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHZ	330K + 8.67%	$22.9 - $23.58 $7.56M - $7.79M	4.14M $97.1M
DFEM	25.8K + 1.42%	$29.55 - $32.52 $763K - $840K	1.84M $59.1M
VTV	6.57K + 2.07%	$175.51 - $186.57 $1.15M - $1.23M	324K $60.3M
DFIV	28.4K + 3.33%	$42.66 - $46.53 $1.21M - $1.32M	881K $40.6M
JMEE	32.7K + 7.38%	$59.19 - $64.47 $1.93M - $2.11M	475K $30.1M
DFIS	53K + 4.89%	$29.65 - $31.77 $1.57M - $1.68M	1.14M $36M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISRG	1.72K New	$433.66 - $544.47 $747K - $938K	1.72K $770K
SPTM	3.88K New	$74.93 - $80.73 $291K - $313K	3.88K $312K
VOO	449 New	$567.77 - $614.76 $255K - $276K	449 $274K
META	317 New	$695.21 - $791.73 $220K - $251K	317 $232K
AVGO	645 New	$264.74 - $369.57 $171K - $238K	645 $212K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	-2.15K - 3.96%	$49.78 - $50.75 $107K - $109K	52K $2.63M
VT	-1.1K - 15.85%	$128.41 - $138.03 $141K - $152K	5.85K $805K
IGSB	-1.82K - 1.44%	$52.39 - $53.11 $95.3K - $96.7K	124K $6.59M
IWP	-435 - 10.76%	$137.51 - $145.26 $59.8K - $63.2K	3.61K $513K
SUB	-328 - 4.21%	$106.17 - $107.3 $34.8K - $35.2K	7.46K $796K
SCHM	-1.04K - 10.22%	$28.15 - $30.13 $29.2K - $31.2K	9.11K $269K

Activity Summary All Purchases 56 New Holdings 5 Increased Positions 51 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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