Stock Taper 
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ally Financial Inc. | ALLY | 16.79K | $771.68K |
 Universal Health Realty Income Trust | UHT | 16.03K | $703.21K |
 GSK plc | GSK | 15.68K | $821.89K |
 Omnicom Group Inc. | OMC | 15.67K | $1.14M |
 DigitalBridge Group, Inc. | DBRG | 15.38K | $242.7K |
 Apple Inc. | AAPL | 15.19K | $4.39M |
 Kulicke and Soffa Industries, Inc. | KLIC | 15.01K | $2.01M |
 Healthpeak Properties, Inc. | DOC | 14.72K | $315.02K |
 Keurig Dr Pepper Inc. | KDP | 14.3K | $468.04K |
 Netskope, Inc. Class A Common Stock | NTSK | 13.85K | $151.56K |
 Bank OZK | OZK | 13.67K | $712.12K |
 Amazon.com, Inc. | AMZN | 13.53K | $3.23M |
 Trinity Industries, Inc. | TRN | 12.3K | $425.33K |
 Northeast Community Bancorp, Inc. | NECB | 12.04K | $334.13K |
 The Charles Schwab Corporation | SCHW | 11.97K | $1.1M |
 Exxon Mobil Corporation | XOM | 11.96K | $1.63M |
 Unum Group | UNM | 11.72K | $1.05M |
 Cheniere Energy, Inc. | LNG | 11.18K | $2.67M |
 AbbVie Inc. | ABBV | 11.01K | $2.77M |
 DraftKings Inc. | DKNG | 10.95K | $276.7K |