Total Wealth Planning & Management, Inc.
Position in TXN — Texas Instruments Inc
CIK 2058383
Ponte Vedra Beach, FL
Position in TXN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$655,754
+$209,232 QoQ
Shares Held
2,200
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,776
of 2,846 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TXN Over Time
Shares Held
Position Value (USD)
Derivatives in TXN
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$655,754
PutShares
2,200
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 Semiconductors
Technology · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $11,967,172 across 9 Semiconductors names. TXN ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
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
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|
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 TXN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,754 | 2,200 | Put | Sole | 2026-07-28 | |
| 2026-06-30 | $655,754 | 2,200 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $446,522 | 2,300 | Shares | Sole | 2026-05-05 | |
| 2026-03-31 | $427,108 | 2,200 | Put | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||