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Richard Tomes

Total Wealth Planning & Management, Inc.

Assets Managed
$135.414M
Holdings
175
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
0.42%(2Q avg: 4.81%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Total Wealth Planning & Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 175 positions.

Assets under management

The assets under management (AUM) of Total Wealth Planning & Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 135.414M in assets, with a quarterly growth rate of 0.42% and a 2-quarter average growth rate of 4.81%. The portfolio is managed by Richard Tomes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LNG
Cheniere Energy Inc
Recent Activity
Increased 136.35%
3.21%
$4.343M
15,306 shares@ $283.77 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.97%
2.82%
$3.817M
15,041 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.21%
2.31%
$3.121M
8,431 shares@ $370.18 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.76%
2.07%
$2.795M
12,853 shares@ $217.5 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -12.95%
1.94%
$2.619M
12,575 shares@ $208.27 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.89%
1.79%
$2.416M
14,239 shares@ $169.67 avg price
FDS
Factset Research Systems Inc
Recent Activity
Increased 441.45%
1.7%
$2.302M
10,607 shares@ $217.0 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.84%
1.64%
$2.217M
7,535 shares@ $294.18 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 9.61%
1.54%
$2.073M
41,286 shares@ $50.2 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -17.8%
1.5%
$2.03M
7,058 shares@ $287.56 avg price

1-10 of 175