Total Wealth Planning, LLC Portfolio Holdings
Total Wealth Planning, LLC
- $812 Million
- Q3 2025
Total Wealth Planning, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $812 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $97.1M, Vanguard Growth ETF with a value of $70.9M, Vanguard Value ETF with a value of $60.3M, Dimensional ETF Tr Emerging Mk with a value of $59.1M, and Vanguard Sht Term Corp Bd ETF with a value of $51.7M.
Examining the 13F form we can see an increase of $67.8M in the current position value, from $744M to 812M.
Below you can find more details about Total Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$812 Million
ETFs: $761 Million
Healthcare: $25.5 Million
Consumer Defensive: $4.25 Million
Financial Services: $3.4 Million
Technology: $3.2 Million
Energy: $2.22 Million
Consumer Cyclical: $1.82 Million
Industrials: $850,000
Other: $490,000