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Total Wealth Planning, LLC
An independent, registered investment advisor with the U.S. Securities & Exchange Commission (SEC). It provides fee-only wealth management services, combining comprehensive financial planning with investment advisory services.
Investment Strategy
Fee-only wealth management, using independent third-party custodians for safekeeping of client assets.
Latest 13F Filing Activity
Total Wealth Planning, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 109 equity positions with a total 13F market value of $864M. The fund increased holdings in Schwab Strategic TR, Dimensional Etf Trust, Vanguard Index FDS among other positions. Total Wealth Planning, LLC reduced exposure to Cummins Inc., Dimensional Etf Trust, Vanguard Malvern FDS among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHZ | SCHWAB STRATEGIC TR | 11.24% | $97.1M | 4,138,120 | $23.91 | $23.47 | +$8.6M |
V VUG | VANGUARD INDEX FDS | 8.21% | $70.9M | 147,930 | $225.63 | $479.61 | +$3.5M |
V VTV | VANGUARD INDEX FDS | 6.98% | $60.3M | 323,605 | $128.66 | $186.49 | +$4.3M |
D DFEM | DIMENSIONAL ETF TRUST | 6.84% | $59.1M | 1,844,234 | $24.19 | $32.07 | +$5.2M |
V VCSH | VANGUARD SCOTTSDALE FDS | 5.98% | $51.7M | 646,376 | $78.62 | $79.93 | +$2.9M |
Industry Allocation
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