First seen by DFX
Sep 12, 2026
date not stated
Total Wealth Planning, LLC files Form 13F (non_adviser_filer, $46,734,048 in 39 positions)
First seen by DFX
Sep 12, 2026
date not stated
Total Wealth Planning, LLC: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
Total Wealth Planning, LLC reported $46,734,048 across 39 13(f) positions for the quarter ended 2025-12-31
Total Wealth Planning, LLC reduced American Centy Etf Tr 127,351 -> 2,645 shares ($12,675,216 -> $269,737)
Total Wealth Planning, LLC reduced American Centy Etf Tr 55,473 -> 6,521 shares ($3,741,099 -> $464,491)
Total Wealth Planning, LLC reduced American Centy Etf Tr 112,051 -> 7,672 shares ($8,416,159 -> $590,897)
Total Wealth Planning, LLC reduced Vanguard Index Fds 64,943 -> 4,016 shares ($19,079,523 -> $1,120,958)
Total Wealth Planning, LLC reduced Vanguard Index Fds 173,377 -> 9,877 shares ($30,268,181 -> $1,751,894)
Total Wealth Planning, LLC reduced Vanguard Index Fds 147,930 -> 8,837 shares ($70,948,881 -> $4,311,354)
Total Wealth Planning, LLC reduced Vanguard Index Fds 67,310 -> 4,479 shares ($6,153,457 -> $396,348)
Total Wealth Planning, LLC exited American Centy Etf Tr (was $5,204,159, 72,020 shares)
Total Wealth Planning, LLC exited Dimensional Etf Trust (was $5,090,969, 113,917 shares)
Total Wealth Planning, LLC exited Ishares Tr (was $6,292,985, 30,910 shares)
Total Wealth Planning, LLC exited Ishares Tr (was $4,231,043, 29,901 shares)
Total Wealth Planning, LLC exited Ishares Inc (was $2,814,678, 41,693 shares)
Total Wealth Planning, LLC exited Jpmorgan Chase & Co. (was $2,826,253, 8,960 shares)
Total Wealth Planning, LLC exited ELI Lilly & Co (was $24,376,659, 31,948 shares)
Total Wealth Planning, LLC exited Procter and Gamble Co (was $3,630,426, 23,628 shares)
Total Wealth Planning, LLC exited Spdr Gold Tr (was $7,627,232, 21,457 shares)
Total Wealth Planning, LLC exited Spdr Series Trust (was $2,105,609, 69,515 shares)
Total Wealth Planning, LLC exited Schwab Strategic Tr (was $3,776,990, 138,351 shares)
Total Wealth Planning, LLC exited Vanguard Malvern Fds (was $2,632,860, 52,002 shares)
Total Wealth Planning, LLC reduced Dimensional Etf Trust 1,844,234 -> 100,344 shares ($59,144,580 -> $3,319,369)
Total Wealth Planning, LLC reduced Dimensional Etf Trust 881,021 -> 45,087 shares ($40,632,708 -> $2,249,833)
Total Wealth Planning, LLC reduced Dimensional Etf Trust 614,754 -> 30,217 shares ($16,788,938 -> $798,322)
Total Wealth Planning, LLC reduced Dimensional Etf Trust 1,057,343 -> 64,589 shares ($34,786,587 -> $2,209,583)
Total Wealth Planning, LLC reduced Dimensional Etf Trust 1,136,870 -> 62,215 shares ($35,959,187 -> $2,049,376)
Total Wealth Planning, LLC reduced Dimensional Etf Trust 61,587 -> 7,381 shares ($3,584,976 -> $439,473)
Total Wealth Planning, LLC reduced Dimensional Etf Trust 510,370 -> 32,598 shares ($16,250,189 -> $1,072,135)
Total Wealth Planning, LLC reduced Ishares Tr 32,569 -> 3,366 shares ($2,843,604 -> $301,122)
Total Wealth Planning, LLC reduced Ishares Tr 32,115 -> 1,055 shares ($15,042,777 -> $499,263)
Total Wealth Planning, LLC reduced Ishares Tr 45,284 -> 2,028 shares ($5,466,716 -> $250,005)
Total Wealth Planning, LLC reduced Ishares Tr 124,194 -> 10,248 shares ($6,586,008 -> $541,914)
Total Wealth Planning, LLC reduced Ishares Tr 22,198 -> 1,952 shares ($2,527,937 -> $222,372)
Total Wealth Planning, LLC reduced Ishares Tr 83,839 -> 4,373 shares ($6,432,124 -> $339,057)
Total Wealth Planning, LLC reduced Ishares Tr 81,891 -> 6,037 shares ($5,005,156 -> $370,412)
Total Wealth Planning, LLC reduced J P Morgan Exchange Traded F 475,078 -> 25,295 shares ($30,134,169 -> $1,628,508)
Total Wealth Planning, LLC reduced Schwab Strategic Tr 283,590 -> 22,926 shares ($9,049,363 -> $747,848)
Total Wealth Planning, LLC reduced Schwab Strategic Tr 4,138,120 -> 216,518 shares ($97,121,668 -> $5,060,020)
Total Wealth Planning, LLC reduced Schwab Strategic Tr 309,704 -> 16,150 shares ($9,015,486 -> $478,190)