Total Wealth Planning & Management, Inc.

Position in CMG — Chipotle Mexican Grill Inc

CIK 2058383 Ponte Vedra Beach, FL

Position in CMG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$701,318

+$335,444 QoQ

Shares Held

20,627

+80.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#595

of 1,191 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Total Wealth Planning & Management, Inc. holds $1,622,131 across 3 Restaurants names. CMG ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMG	Chipotle Mexican Grill Inc This page	20,627	$701,318
2	DPZ	Dominos Pizza Inc	2,005	$593,560
3	PZZA	Papa Johns International Inc	8,900	$327,253

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$701,318	20,627	+80.5%	Shares	Sole	2026-07-28
2026-03-31	$365,874	11,430	+24.5%	Shares	Sole	2026-05-05
2025-12-31	$339,623	9,179	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.