Current Market Value 791,296,211
Current Holdings 105
Most Recent File Date 2025-07-15
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Total Wealth Planning, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-15 2025-06-30 13F-HR 105 791,296
2025-04-15 2025-03-31 13F-HR 91 653,693
2025-01-15 2024-12-31 13F-HR 93 642,083
2024-10-10 2024-09-30 13F-HR 90 640,847
2024-08-02 2024-06-30 13F-HR 89 609,527
2024-04-18 2024-03-31 13F-HR 91 581,819
2024-02-05 2023-12-31 13F-HR 89 551,485
2023-11-08 2023-09-30 13F-HR 87 489,492
2023-07-31 2023-06-30 13F-HR 81 480,403
2023-04-14 2023-03-31 13F-HR 81 453,414
2023-02-02 2022-12-31 13F-HR 79 403,618
2022-11-14 2022-09-30 13F-HR 81 352,100
2022-08-01 2022-06-30 13F-HR 81 345,530
2022-05-13 2022-03-31 13F-HR 83 370,186
2022-02-09 2021-12-31 13F-HR 34 161,829
2021-11-04 2021-09-30 13F-HR 44 275,578
2021-08-16 2021-06-30 13F-HR 45 254,974
2021-05-17 2021-03-31 13F-HR 41 235,802
2021-02-11 2020-12-31 13F-HR 41 216,341
2020-11-10 2020-09-30 13F-HR 41 192,692
2020-08-13 2020-06-30 13F-HR 37 180,470
2020-05-13 2020-03-31 13F-HR 32 153,746
2020-02-11 2019-12-31 13F-HR 34 187,521
2019-11-06 2019-09-30 13F-HR 34 175,982
2019-08-06 2019-06-30 13F-HR 34 169,270
2019-05-15 2019-03-31 13F-HR 34 161,829
2019-02-14 2018-12-31 13F-HR 30 144,476