Total Wealth Planning, LLC
•CIK: 1762997•Filing: Q4 2025
**Total Wealth Planning, LLC** manages $47M across a diversified portfolio of 39 positions. The strategy exhibits a notable tilt toward growth and sector representation, evidenced by top holdings including SCHZ ($5.1M) and VUG ($4.3M). Significant allocations are also maintained in value and specialized indices, such as VTV ($3.9M) and DFEM ($3.3M). The portfolio structure suggests a focus on capturing broad market beta while selectively overweighting specific thematic and factor exposures.
Total AUM
$46.7M
QoQ Performance
-94.6%
Positions
14
Top 10 Concentration
64.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHZ
VUG
VTV
DFEM
VCSH
SCHZ10.8%
VUG9.2%
VTV8.2%
DFEM7.1%
VCSH7.0%
DFIV4.8%
BNDX4.8%
DFLV4.7%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other99.4%
Technology0.6%
🚪 Exited Positionssold since Q3 2025
+65 more exited positions
Changes from Q3 2025
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023