Total Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Total Wealth Planning, LLC held in its portfolio 37 assets valued at $46,734,048 (i.e. $46.73M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($5.06M), VANGUARD INDEX FDS ($4.31M), and VANGUARD INDEX FDS ($3.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Total Wealth Planning, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 216518 | 5060020 | US AGGREGATE B |
| VANGUARD INDEX FDS | 8837 | 4311354 | GROWTH ETF |
| VANGUARD INDEX FDS | 20187 | 3855474 | VALUE ETF |
| DIMENSIONAL ETF TRUST | 100344 | 3319369 | EMERGING MKTS CO |
| VANGUARD SCOTTSDALE FDS | 41054 | 3273230 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 45087 | 2249833 | INTERNATNAL VAL |
| VANGUARD CHARLOTTE FDS | 45965 | 2221022 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 64589 | 2209583 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 62215 | 2049376 | INTL SMALL CAP E |
| VANGUARD INDEX FDS | 9877 | 1751894 | MCAP VL IDXVIP |
| J P MORGAN EXCHANGE TRADED F | 25295 | 1628508 | SMALL & MID CAP |
| VANGUARD INDEX FDS | 4329 | 1307794 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 5862 | 1241460 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 4016 | 1120958 | MCAP GR IDXVIP |
| DIMENSIONAL ETF TRUST | 32598 | 1072135 | US SMALL CAP VAL |
| SPDR SERIES TRUST | 11274 | 991469 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 30217 | 798322 | GLOBAL REAL EST |
| SCHWAB STRATEGIC TR | 22926 | 747848 | US LCAP GR ETF |
| VANGUARD INTL EQUITY INDEX F | 16094 | 737765 | GLB EX US ETF |
| AMERICAN CENTY ETF TR | 7672 | 590897 | AVANTIS EMGMKT |
| ISHARES TR | 10248 | 541914 | ISHS 1-5YR INVS |
| ISHARES TR | 1055 | 499263 | RUS 1000 GRW ETF |
| VANGUARD BD INDEX FDS | 6703 | 496510 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 16150 | 478190 | US LCAP VA ETF |
| AMERICAN CENTY ETF TR | 6521 | 464491 | INTERNATIONAL LR |
| DIMENSIONAL ETF TRUST | 7381 | 439473 | US TARGETED VLU |
| VANGUARD BD INDEX FDS | 5266 | 415013 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 4479 | 396348 | REAL ESTATE ETF |
| ISHARES TR | 6037 | 370412 | GLB INFRASTR ETF |
| ISHARES TR | 4373 | 339057 | EAFE SML CP ETF |
| VANGUARD TAX-MANAGED FDS | 5047 | 315286 | VAN FTSE DEV MKT |
| ISHARES TR | 3366 | 301122 | CORE MSCI EAFE |
| APPLE INC | 1029 | 279744 | COM |
| AMERICAN CENTY ETF TR | 2645 | 269737 | US SML CP VALU |
| ISHARES TR | 2028 | 250005 | S&P 500 GRWT ETF |
| ISHARES TR | 1952 | 222372 | EAFE GRWTH ETF |
| URANIUM ENERGY CORP | 10000 | 116800 | COM |
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