SEC Form 13F

Total Wealth Planning & Management, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$147,876,048
Positions215

Largest disclosed positions

IssuerTickerClassReported valueReported amount
MICRON TECHNOLOGY INCMUCOM$4,477,4953,879
APPLE INCAAPLCOM$4,394,31415,186
AMAZON COM INCAMZNCOM$3,225,21713,532
ABBVIE INCABBVCOM$2,771,06011,012
MICROSOFT CORPMSFTCOM$2,723,4897,301
CHENIERE ENERGY INCLNGCOM NEW$2,671,65411,178
ALPHABET INCGOOGLCAP STK CL A$2,611,7497,308
JPMORGAN CHASE & COJPMCOM$2,559,2637,819
NVIDIA CORPORATIONNVDACOM$2,074,16810,366
FACTSET RESH SYS INCFDSCOM$2,069,1098,993

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page