Total Wealth Planning, LLC Portfolio Holdings
Total Wealth Planning, LLC
- $744 Million
- Q2 2025
Total Wealth Planning, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $744 Million distributed in 105 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 $88.2M, Vanguard Growth ETF with a value of $67.4M, Vanguard Value ETF with a value of $56M, Dimensional ETF Tr Emerging Mk with a value of $54M, and Vanguard Sht Term Corp Bd ETF with a value of $48.7M.
Examining the 13F form we can see an increase of $133M in the current position value, from $611M to 744M.
Below you can find more details about Total Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$744 Million
ETFs: $697 Million
Healthcare: $24.5 Million
Consumer Defensive: $4.14 Million
Financial Services: $3.11 Million
Technology: $2.02 Million
Energy: $2 Million
Consumer Cyclical: $1.18 Million
Industrials: $950,000
Other: $278,000