Stock Taper 
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVIDIA Corporation | NVDA | 10.37K | $2.07M |
 Gilead Sciences, Inc. | GILD | 10.35K | $1.31M |
 Uber Technologies, Inc. | UBER | 10.2K | $736.25K |
 Box, Inc. | BOX | 10.05K | $266.83K |
 NRG Energy, Inc. | NRG | 9.94K | $1.45M |
 FirstEnergy Corp. | FE | 9.9K | $470.65K |
 Walmart Inc. | WMT | 9.51K | $1.08M |
 FactSet Research Systems Inc. | FDS | 8.99K | $2.07M |
 Planet Labs PBC | PL | 8.92K | $295.52K |
 Papa John's International, Inc. | PZZA | 8.9K | $327.25K |
 Construction Partners, Inc. | ROAD | 8.83K | $1.05M |
 D-Wave Quantum Inc. | QBTS | 8.58K | $205.83K |
 Truist Financial Corporation | TFC | 8.5K | $423.47K |
 Ingredion Incorporated | INGR | 8.45K | $800.3K |
 Merck & Co., Inc. | MRK | 8.43K | $1.08M |
 Gaming and Leisure Properties, Inc. | GLPI | 8.2K | $365.15K |
 Dominion Energy, Inc. | D | 8.18K | $558.82K |
 JPMorgan Chase & Co. | JPM | 7.82K | $2.56M |
 Citigroup Inc. | C | 7.73K | $1.08M |
 Agree Realty Corporation | ADC | 7.6K | $575.55K |