Total Wealth Planning & Management, Inc.
Position in VRT — Vertiv Holdings Co
CIK 2058383
Ponte Vedra Beach, FL
Position in VRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$327,788
-$36,054 QoQ
Shares Held
979
-32.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,547
of 2,035 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Total Wealth Planning & Management, Inc. holds $327,788 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
979 | $327,788 |
All Filings in VRT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,788 | 979 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $363,842 | 1,452 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||