Total Wealth Planning & Management, Inc.
Position in J — Jacobs Solutions Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in J
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$896,238
-$219,243 QoQ
Shares Held
7,113
-18.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#412
of 865 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in J Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $4,092,913 across 4 Engineering & Construction names. J ranks #3 (21.9% of the industry book) .
All Filings in J
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,238 | 7,113 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,115,481 | 8,764 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $990,668 | 7,479 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $938,158 | 7,137 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $807,908 | 6,683 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $750,543 | 5,617 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||