Long-term investor
Total Wealth Planning & Management, Inc. @totalwealthplanningmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058383).
Record
- Tracked since 2025-03-31 (567 days), 333 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months +13.1% · 1 year +17.3% · all +28.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MU · 3.0% · long · since 2025-03-31
- AAPL · 3.0% · long · since 2025-03-31
- AMZN · 2.2% · long · since 2025-03-31
- ABBV · 1.9% · long · since 2025-03-31
- MSFT · 1.8% · long · since 2025-03-31
- LNG · 1.8% · long · since 2025-03-31
- GOOGL · 1.8% · long · since 2025-03-31
- JPM · 1.7% · long · since 2025-03-31
- NVDA · 1.4% · long · since 2025-03-31
- 303075105 · 1.4% · long · since 2025-12-31
- KLIC · 1.4% · long · since 2025-03-31
- 46090E103 · 1.3% · long · since 2025-03-31