Total Wealth Planning & Management, Inc. has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides transparency into the company's portfolio and investment strategies, which are of interest to investors and industry analysts alike.
Background
Total Wealth Planning & Management, Inc. is categorized under the entity type 'other' and is based in Ponte Vedra Beach, Florida. The company has recently filed several forms with the SEC, including a 13F-HR on October 23, 2026, and prior filings on August 19, 2026, July 28, 2026, and others. These filings reflect the company's ongoing commitment to disclose its investment activities.
What the Filing Says
The recent filing, accession number 0002085853-26-001284, does not provide specific details about the investments held by Total Wealth Planning & Management, Inc. However, it serves as a routine update on the company's portfolio management.
Impact
This filing may affect various stakeholders, including clients of Total Wealth Planning & Management, as well as competitors in the wealth management sector. Investors often scrutinize such reports to gauge the performance and strategies of their financial advisors.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 23, 2026, and accepted by the SEC on the same day. The report covers the period ending September 30, 2026. This filing is part of a series of disclosures made by Total Wealth Planning & Management, Inc., reflecting their ongoing compliance with SEC regulations.
Company Information
Total Wealth Planning & Management, Inc. is incorporated in Florida, with a mailing address at PO Box 859, Ponte Vedra Beach, FL 32004, and a business address at 520 Fresh Pond Road, Ponte Vedra Beach, FL 32082. The company can be reached at the phone number 609-617-5720. The firm operates under the Central Index Key (CIK) number 0002058383 and has an Employer Identification Number (EIN) of 454404563.
Document Format Files
The filing includes two primary document format files: the main 13F-HR document and an information table. The main document is available in both HTML and XML formats, while the information table is also provided in these formats. The total size of the complete submission text file is 95,488 bytes, which indicates the comprehensive nature of the report.
Missing Information
The filing does not include specific details about the individual investments held by Total Wealth Planning & Management, Inc., such as the names of the securities, their values, or the number of shares held. This information is typically found in the information table of the 13F-HR report, which was not detailed in the provided summary.