SEC 13F Intelligence

Managers / Q4 2025

Total Wealth Planning, LLC

CIK 0001762997 · 4665 CORNELL RD, STE 160, CINCINNATI, OH, 45241 · 5139846696

Reported Value
$47M
Q4 2025
Positions
39
Filings on Record
29
2019–present window
Filed
Feb 13, 2026
original filing

Summary

Total Wealth Planning, LLC reported $47M in U.S.-listed holdings across 39 positions for Q4 2025.

The portfolio is heavily concentrated: VUG alone accounts for 29.9% of reported value.

Compared with Q3 2025, the fund opened 0 new positions and exited 70.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Top-10 Concentration
+96.9%
share of reported value
Largest Position
+29.9%
Vanguard Index Fds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $144MQ4 ’18Q1 ’19: $162MQ2 ’19: $169MQ3 ’19: $176MQ4 ’19: $188MQ4 ’19Q1 ’20: $154MQ2 ’20: $180MQ3 ’20: $193MQ4 ’20: $216MQ4 ’20Q1 ’21: $236MQ2 ’21: $255MQ3 ’21: $276MQ4 ’21: $162MQ4 ’21Q1 ’22: $370MQ2 ’22: $346MQ3 ’22: $352MQ4 ’22: $404MQ4 ’22Q1 ’23: $453MQ2 ’23: $480MQ3 ’23: $489MQ4 ’23: $551MQ4 ’23Q1 ’24: $582MQ2 ’24: $610MQ3 ’24: $641MQ4 ’24: $642MQ4 ’24Q1 ’25: $654MQ2 ’25: $791MQ3 ’25: $864MQ4 ’25: $47MQ4 ’25filingsflow.com

Portfolio Composition

By security type
ETP: 99.2%Common Stock: 0.8%
  • ETP · 99.2% · $46M
  • Common Stock · 0.8% · $396,544

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LLYELI LILLY & COSOLD OUT31.9K0$24M$0
GLDSPDR GOLD TRSOLD OUT21.5K0$8M$0
IWDISHARES TRSOLD OUT30.9K0$6M$0
AMERICAN CENTY ETF TRSOLD OUT72.0K0$5M$0
DFUVDIMENSIONAL ETF TRUSTSOLD OUT113.9K0$5M$0
IJTISHARES TRSOLD OUT29.9K0$4M$0
SCHDSCHWAB STRATEGIC TRSOLD OUT138.4K0$4M$0
PGPROCTER AND GAMBLE COSOLD OUT23.6K0$4M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

14 positions
#IssuerClass% PortfolioValueShares
1VUGVANGUARD INDEX FDSGROWTH ETF · VALUE ETF · MCAP VL IDXVIP · SML CP GRW ETF · SM CP VAL ETF · MCAP GR IDXVIP · REAL ESTATE ETF29.93%$14M57.6K
2DFEMDIMENSIONAL ETF TRUSTEMERGING MKTS CO · INTERNATNAL VAL · US LARGE CAP VAL · INTL SMALL CAP E · US SMALL CAP VAL · GLOBAL REAL EST · US TARGETED VLU25.97%$12M342.4K
3SCHZSCHWAB STRATEGIC TRUS AGGREGATE B · US LCAP GR ETF · US LCAP VA ETF13.45%$6M255.6K
4VCSHVANGUARD SCOTTSDALE FDShistory →SHRT TRM CORP BD7.00%$3M41.1K
5IGSBISHARES TRISHS 1-5YR INVS · RUS 1000 GRW ETF · GLB INFRASTR ETF · EAFE SML CP ETF · CORE MSCI EAFE · S&P 500 GRWT ETF · EAFE GRWTH ETF5.40%$3M29.1K
6BNDXVANGUARD CHARLOTTE FDShistory →TOTAL INT BD ETF4.75%$2M46.0K
7J P MORGAN EXCHANGE TRADED FSMALL & MID CAP3.48%$2M25.3K
8AVEMAMERICAN CENTY ETF TRAVANTIS EMGMKT · INTERNATIONAL LR · US SML CP VALU2.84%$1M16.8K
9MDYGSPDR SERIES TRUSTSTATE STREET SPD2.12%$991,46911.3K
10BNDVANGUARD BD INDEX FDSTOTAL BND MRKT · SHORT TRM BOND1.95%$911,52312.0K
11VNQIVANGUARD INTL EQUITY INDEX Fhistory →GLB EX US ETF1.58%$737,76516.1K
12VEAVANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.67%$315,2865.0K
13AAPLAPPLE INCCOM0.60%$279,7441.0K
14UECURANIUM ENERGY CORPCOM0.25%$116,80010.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$47M39Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$864M109Oct 17, 202513F-HRchanges · EDGAR ↗
Q2 2025$791M105Jul 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$654M91Apr 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$642M93Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$641M90Oct 10, 202413F-HRchanges · EDGAR ↗
Q2 2024$610M89Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$582M91Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$551M89Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$489M87Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$480M81Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$453M81Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$404M79Feb 2, 202313F-HRchanges · EDGAR ↗
Q3 2022$352M81Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$346M81Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$370M83May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$162M34Feb 9, 202213F-HRchanges · EDGAR ↗
Q3 2021$276M44Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$255M45Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$236M41May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$216M41Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$193M41Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$180M37Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$154M32May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$188M34Feb 11, 202013F-HRchanges · EDGAR ↗
Q3 2019$176M34Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$169M34Aug 6, 201913F-HRchanges · EDGAR ↗
Q1 2019$162M34May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$144M30Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.