Stock Taper 
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Prudential Financial, Inc. | PRU | 5.1K | $550.01K |
 RTX Corporation | RTX | 5.07K | $960.98K |
 Copa Holdings, S.A. | CPA | 5.03K | $782.36K |
 Oklo Inc. | OKLO | 4.92K | $257.36K |
 The Home Depot, Inc. | HD | 4.84K | $1.71M |
 MSC Industrial Direct Co., Inc. | MSM | 4.6K | $547.17K |
 Polaris Inc. | PII | 4.6K | $314.82K |
 Netflix, Inc. | NFLX | 4.59K | $327.58K |
 CSX Corporation | CSX | 4.5K | $213.88K |
 CF Industries Holdings, Inc. | CF | 4.38K | $474.18K |
 IonQ, Inc. | IONQ | 4.29K | $228.33K |
 Microchip Technology Incorporated | MCHP | 4.22K | $385.32K |
 Broadcom Inc. | AVGO | 4.2K | $1.59M |
 The Coca-Cola Company | KO | 4.18K | $340.12K |
 Wheaton Precious Metals Corp. | WPM | 4.11K | $461.3K |
 Johnson & Johnson | JNJ | 4.11K | $1.04M |
 Cardinal Health, Inc. | CAH | 4.06K | $965.44K |
 Micron Technology, Inc. | MU | 3.88K | $4.48M |
 Rocket Lab USA, Inc. | RKLB | 3.85K | $391.25K |
 GE Aerospace | GE | 3.69K | $1.38M |