0002085853-26-000563.txt : 20260505 0002085853-26-000563.hdr.sgml : 20260505 20260505132100 ACCESSION NUMBER: 0002085853-26-000563 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260505 DATE AS OF CHANGE: 20260505 EFFECTIVENESS DATE: 20260505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Total Wealth Planning & Management, Inc. CENTRAL INDEX KEY: 0002058383 ORGANIZATION NAME: EIN: 454404563 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25429 FILM NUMBER: 26941949 BUSINESS ADDRESS: STREET 1: 520 FRESH POND ROAD CITY: PONTE VEDRA BEACH STATE: FL ZIP: 32082 BUSINESS PHONE: 609-617-5720 MAIL ADDRESS: STREET 1: PO BOX 859 CITY: PONTE VEDRA BEACH STATE: FL ZIP: 32004 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002058383 XXXXXXXX 03-31-2026 03-31-2026 false Total Wealth Planning & Management, Inc.

Po Box 859 Ponte Vedra Beach FL 32004

13F HOLDINGS REPORT 028-25429 N Richard Tomes 866-568-0003 /s/ Richard Tomes Ponte Vedra FL 05-05-2026 0 201 135413941 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2795399 12853 SH SOLE 12853 0 0 ABRDN GLOBAL INCOME FUND INC COM 003013109 45045 14300 SH SOLE 14300 0 0 ABRDN INCOME CREDIT STRATEGI COM 003057106 329297 64568 SH SOLE 64568 0 0 ABRDN PALLADIUM ETF TRUST PHYSICAL PALLADM 003262102 432284 3209 SH SOLE 3209 0 0 ADVANCED MICRO DEVICES INC COM 007903107 213195 1048 SH SOLE 1048 0 0 AGREE RLTY CORP COM 008492100 513413 6811 SH SOLE 6811 0 0 AIR PRODUCTS AND CHEMICALS I COM 009158106 556288 1915 SH SOLE 1915 0 0 ALLY FINL INC COM 02005N100 579506 14772 SH SOLE 14772 0 0 ALPHABET INC CAP STK CL C 02079K107 347101 1210 SH SOLE 1210 0 0 ALPHABET INC CAP STK CL A 02079K305 2029564 7058 SH SOLE 7058 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 1332590 25315 SH SOLE 25315 0 0 AMAZON COM INC COM 023135106 2618995 12575 SH SOLE 12575 0 0 AMDOCS LTD SHS G02602103 956124 14651 SH 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