Fund HoldingsTotal Wealth Planning & Management, Inc.

Total Portfolio Value
$137.94M
Total Bought
$28.57M
Total Sold
$19.62M
Net Transaction
+$8.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)3,5763,879+3031,2084,4773.25%+3,269
SELECT SECTOR SPDR TR
ST STR TECHN ETF
5,2009,127+3,9276911,7391.26%+1,048
KULICKE & SOFFA INDS INC(KLIC)17,68815,007-2,6811,1622,0071.46%+845
WARBY PARKER INC(WRBY)026,540+26,54008050.58%+805
AGILENT TECHNOLOGIES INC(A)05,663+5,66307520.55%+752
AMAZON COM INC(AMZN)12,57513,532+9572,6193,2252.34%+606
DOMINOS PIZZA INC(DPZ)02,005+2,00505940.43%+594
ALPHABET INC(GOOG)7,0587,308+2502,0302,6121.89%+582
APPLE INC(AAPL)15,04115,186+1453,8174,3943.19%+577
DYCOM INDS INC(DY)2,6322,878+2468921,4551.05%+563
HEICO CORP NEW(HEI)2,6773,572+8957341,2720.92%+538
ADVANCED MICRO DEVICES INC(AMD)1,0481,177+1292136840.50%+471
UNUM GROUP(UNM)7,99311,721+3,7285841,0480.76%+464
INVESCO QQQ TR2,6672,706+391,5391,9931.44%+453
TRINITY INDS INC(TRN)012,300+12,30004250.31%+425
BLACKSTONE INC(BX)4,1867,573+3,3874818910.65%+410
OKTA INC(OKTA)03,001+3,00104090.30%+409
CROWDSTRIKE HLDGS INC(CRWD)798936+1383127140.52%+403
ROCKET LAB CORP(RKLB)03,849+3,84903910.28%+391
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
037,078+37,07803820.28%+382
JPMORGAN CHASE & CO(JPM)7,5357,819+2842,2172,5591.86%+343
ABRDN GLOBAL PREMIER PPTYS F(AWP)028,725+28,72503400.25%+340
COPA HOLDINGS SA(CPA)3,9265,029+1,1034467820.57%+336
CHIPOTLE MEXICAN GRILL INC(CMG)11,43020,627+9,1973667010.51%+335
ISHARES BITCOIN TRUST ETF(IBIT)010,042+10,04203340.24%+334
IMPINJ INC(PI)02,275+2,27503260.24%+326
BROADCOM INC(AVGO)4,0924,198+1061,2671,5861.15%+319
HEALTHPEAK PROPERTIES INC(DOC)014,721+14,72103150.23%+315
POLARIS INC(PII)04,600+4,60003150.23%+315
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,658+2,65803120.23%+312
RILEY EXPLORATION PERMIAN IN(REPX)09,300+9,30003070.22%+307
MICROSOFT CORP(MSFT)6,5317,301+7702,4182,7231.97%+306
PLANET LABS PBC(PL)08,920+8,92002960.21%+296
GE AEROSPACE(GE)3,8313,690-1411,0871,3791.00%+292
CITIGROUP INC(C)6,9937,733+7407931,0820.78%+289
DATADOG INC(DDOG)1,9972,008+112365230.38%+287
KIMBERLY-CLARK CORP(KMB)02,600+2,60002850.21%+285
SELECT SECTOR SPDR TR
ST STR FINL ETF
7,08411,805+4,7213506330.46%+283
PALO ALTO NETWORKS INC(PANW)0830+83002830.21%+283
COINBASE GLOBAL INC(COIN)01,899+1,89902780.20%+278
DRAFTKINGS INC NEW(DKNG)010,954+10,95402770.20%+277
CALAMOS CONV OPPORTUNITIES &(CHI)71,43677,082+5,6467671,0360.75%+269
BOX INC(BOX)010,054+10,05402670.19%+267
ITURAN LOCATION AND CONTROL
SHS
15,99217,191+1,1997841,0490.76%+265
OKLO INC(OKLO)04,918+4,91802570.19%+257
CENTRUS ENERGY CORP(LEU)01,453+1,45302440.18%+244
WESCO INTL INC(WCC)3,1683,207+398671,1080.80%+241
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,290+1,29002390.17%+239
FORESTAR GROUP INC(FOR)25,48626,953+1,4676238530.62%+230
IONQ INC(IONQ)04,287+4,28702280.17%+228
SERVICENOW INC(NOW)02,276+2,27602260.16%+226
SELECT SECTOR SPDR TR
ST STR STAPL ETF
02,678+2,67802220.16%+222
QUALCOMM INC(QCOM)2,3112,807+4962985190.38%+221
AEROVIRONMENT INC01,326+1,32602190.16%+219
VANECK ETF TRUST
SEMICONDUCTR ETF
735762+272825000.36%+218
CARDINAL HEALTH INC(CAH)3,5404,064+5247489650.70%+217
CSX CORP(CSX)04,500+4,50002140.16%+214
INTERNATIONAL PAPER CO(IP)25,38629,321+3,9359061,1170.81%+211
SPDR SERIES TRUST
ST STR SP SEMI
616658+422014100.30%+210
RYDER SYS INC(R)2,5552,777+2225237320.53%+209
TEXAS INSTRS INC(TXN)2,3002,200-1004476560.48%+209
SPDR SERIES TRUST
ST STR SP DIV
01,364+1,36402080.15%+208
ISHARES TR01,261+1,26102070.15%+207
D-WAVE QUANTUM INC(QBTS)08,580+8,58002060.15%+206
ALLY FINL INC(ALLY)14,77216,794+2,0225807720.56%+192
HOME DEPOT INC(HD)4,6094,837+2281,5161,7061.24%+190
ISHARES TR6,8546,926+721,4991,6791.22%+180
CVS HEALTH CORP(CVS)5,3955,467+723875660.41%+178
MUELLER INDS INC(MLI)4,9865,917+9315527270.53%+175
BANK OZK LITTLE ROCK ARK(OZK)11,76013,671+1,9115407120.52%+172
NETSKOPE INC(NTSK)013,854+13,85401520.11%+152
TRAVELERS COMPANIES INC(TRV)1,6781,926+2484896360.46%+146
ISHARES TR1,9792,081+1024916250.45%+134
NVIDIA CORPORATION(NVDA)11,18910,366-8231,9512,0741.50%+123
MSC INDL DIRECT INC(MSM)4,6004,60004245470.40%+123
MICROCHIP TECHNOLOGY INC.(MCHP)4,0844,225+1412643850.28%+121
CUBESMART(CUBE)16,37417,918+1,5446007130.52%+112
NRG ENERGY INC(NRG)9,1909,940+7501,3431,4521.05%+109
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,7722,102+3303404470.32%+107
CONSTRUCTION PARTNERS INC(ROAD)8,4988,830+3329441,0490.76%+104
STANLEY BLACK & DECKER INC(SWK)5,3005,100-2003774800.35%+103
META PLATFORMS INC(META)2,0912,304+2131,1961,2980.94%+102
STATE STR SPDR S&P 500 ETF T(SPY)710754+444625630.41%+101
KEURIG DR PEPPER INC(KDP)14,30014,30003774680.34%+92
SPDR SERIES TRUST
ST STR SP TRANS
3,9403,94003664560.33%+89
UBER TECHNOLOGIES INC(UBER)8,99710,203+1,2066477360.53%+89
VISA INC(V)2,1932,188-56637510.54%+88
ARCHER AVIATION INC(ACHR)27,34647,332+19,9861412240.16%+83
JOBY AVIATION INC(JOBY)23,83431,106+7,2721972770.20%+81
THE CIGNA GROUP(CI)2,3442,560+2166257060.51%+80
NORTHEAST CMNTY BANCORP INC(NECB)10,89612,045+1,1492593340.24%+75
SCHWAB CHARLES CORP(SCHW)10,97911,974+9951,0321,1050.80%+73
ISHARES TR6,2146,150-644645340.39%+70
GENERAL DYNAMICS CORP(GD)1,6961,840+1445826520.47%+70
UNITED PARCEL SVCS INC(UPS)7,3897,353-367277900.57%+64
AGREE RLTY CORP6,8117,599+7885135760.42%+62
SPDR SERIES TRUST
ST STR SP BANK
6,3496,409+603784370.32%+59
NUVEEN CR STRATEGIES INCOME
COM SHS
60,11971,795+11,6762933490.25%+56
ALPS ETF TR
ALERIAN MLP
25,31526,783+1,4681,3331,3891.01%+56
UNIVERSAL HEALTH RLTY INCOME15,99716,033+366477030.51%+56
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