TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 53K | $1.48M |
 | VOXR | 50K | $261.58K |
 | AG | 46K | $980.61K |
 | T | 41K | $1.20M |
 | STM | 40K | $1.38M |
 | VZ | 32K | $1.59M |
 | ACHR | 27K | $141.38K |
 | VICI | 26K | $712.27K |
 | FOR | 25K | $622.88K |
 | IP | 25K | $906.28K |
 | HL | 25K | $460.16K |
 | JOBY | 24K | $196.87K |
 | UROY | 23K | $82.49K |
 | DVN | 20K | $1.02M |
 | IIIN | 19K | $646.19K |
 | SBSW | 18K | $219.31K |
 | KLIC | 18K | $1.16M |
 | OMC | 17K | $1.27M |
 | CUBE | 16K | $600.11K |
 | UHT | 16K | $647.40K |
Pfizer Inc.
PFE
Shares Held
53K
Value
$1.48M
Vox Royalty Corp.
VOXR
Shares Held
50K
Value
$261.58K
First Majestic Silver Corp.
AG
Shares Held
46K
Value
$980.61K
AT&T Inc.
T
Shares Held
41K
Value
$1.20M
STMicroelectronics N.V.
STM
Shares Held
40K
Value
$1.38M
Verizon Communications Inc.
VZ
Shares Held
32K
Value
$1.59M
Archer Aviation Inc.
ACHR
Shares Held
27K
Value
$141.38K
VICI Properties Inc.
VICI
Shares Held
26K
Value
$712.27K
Forestar Group Inc.
FOR
Shares Held
25K
Value
$622.88K
International Paper Company
IP
Shares Held
25K
Value
$906.28K
Hecla Mining Company
HL
Shares Held
25K
Value
$460.16K
Joby Aviation, Inc.
JOBY
Shares Held
24K
Value
$196.87K
Uranium Royalty Corp.
UROY
Shares Held
23K
Value
$82.49K
Devon Energy Corporation
DVN
Shares Held
20K
Value
$1.02M
Insteel Industries, Inc.
IIIN
Shares Held
19K
Value
$646.19K
Sibanye Stillwater Limited
SBSW
Shares Held
18K
Value
$219.31K
Kulicke and Soffa Industries, Inc.
KLIC
Shares Held
18K
Value
$1.16M
Omnicom Group Inc.
OMC
Shares Held
17K
Value
$1.27M
CubeSmart
CUBE
Shares Held
16K
Value
$600.11K
Universal Health Realty Income Trust
UHT
Shares Held
16K
Value
$647.40K