Total Wealth Planning & Management, Inc.
Position in TFC — Truist Financial Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in TFC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$423,470
+$8,086 QoQ
Shares Held
8,500
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,077
of 1,681 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Derivatives in TFC
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$423,470
PutShares
8,500
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 Banks - Regional
Financial Services · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $1,469,720 across 3 Banks - Regional names. TFC ranks #2 (28.8% of the industry book) .
All Filings in TFC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,470 | 8,500 | Put | Sole | 2026-07-28 | |
| 2026-06-30 | $423,470 | 8,500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $390,745 | 8,500 | Put | Sole | 2026-05-05 | |
| 2026-03-31 | $415,384 | 9,036 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $403,522 | 8,200 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $429,898 | 8,736 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $358,364 | 8,336 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $335,322 | 7,800 | Put | Sole | 2025-07-24 | |
| 2025-03-31 | $308,625 | 7,500 | Put | Sole | 2025-04-24 | |
| 2025-03-31 | $330,681 | 8,036 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $325,350 | 7,500 | Put | Sole | 2025-02-28 | |
| 2024-12-31 | $348,601 | 8,036 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||