Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002085853-26-000563
Filing Date
2026-05-05
Accepted
2026-05-05 13:21:00
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2045
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 93242
  Complete submission text file 0002085853-26-000563.txt   96485
Mailing Address PO BOX 859 PONTE VEDRA BEACH FL 32004
Business Address 520 FRESH POND ROAD PONTE VEDRA BEACH FL 32082 609-617-5720
Total Wealth Planning & Management, Inc. (Filer) CIK: 0002058383 (see all company filings)

EIN.: 454404563 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-25429 | Film No.: 26941949