Total Wealth Planning & Management, Inc.
Position in MU — Micron Technology Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,477,490
+$3,269,375 QoQ
Shares Held
3,879
+8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
#1,532
of 3,892 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $11,967,172 across 9 Semiconductors names. MU ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
3,879 | $4,477,490 | |
| 2 | NVDA |
Nvidia Corp
|
10,366 | $2,074,132 | |
| 3 | AVGO |
Broadcom Inc.
|
4,198 | $1,585,794 | |
| 4 | STM |
STMicroelectronics N.V.
|
16,830 | $1,260,398 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
1,177 | $683,731 | |
| 6 | TXN |
Texas Instruments Inc
|
2,200 | $655,754 | |
| 7 | QCOM |
Qualcomm Inc/De
|
2,807 | $518,705 | |
| 8 | MCHP |
Microchip Technology Inc
|
4,225 | $385,320 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,477,490 | 3,879 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,208,115 | 3,576 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,788,741 | 9,771 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $1,386,439 | 11,249 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $863,252 | 9,935 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $599,135 | 7,119 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||