Total Wealth Planning & Management, Inc.
Position in SMG — Scotts Miracle-Gro Co
CIK 2058383
Ponte Vedra Beach, FL
Position in SMG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$388,227
+$41,610 QoQ
Shares Held
5,700
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#253
of 463 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
Derivatives in SMG
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$388,227
PutShares
5,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $862,405 across 2 Agricultural Inputs names. SMG ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CF |
CF Industries Holdings, Inc.
|
4,380 | $474,178 | |
| 2 | SMG |
Scotts Miracle-Gro Co
This page
|
5,700 | $388,227 |
All Filings in SMG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,227 | 5,700 | Shares | Sole | 2026-07-28 | |
| 2026-06-30 | $388,227 | 5,700 | Put | Sole | 2026-07-28 | |
| 2026-03-31 | $346,617 | 5,700 | Put | Sole | 2026-05-05 | |
| 2026-03-31 | $346,617 | 5,700 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $315,090 | 5,400 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $316,432 | 5,423 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $337,913 | 5,123 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $336,396 | 5,100 | Put | Sole | 2025-07-24 | |
| 2025-03-31 | $270,223 | 4,923 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $268,961 | 4,900 | Put | Sole | 2025-04-24 | |
| 2024-12-31 | $326,525 | 4,922 | Shares | Sole | 2025-02-28 | |
| 2024-12-31 | $325,066 | 4,900 | Put | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||