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Toast shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Toast (TOST) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toast by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $814k 18k 44.29

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Broadcom (AVGO)
Cheniere Energy Com New (LNG)
Home Depot (HD)
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View all positions for Total Wealth Planning & Management

Top funds holding Toast

Capital Research and Management Company - Division 3
Vanguard Group
FMR
BlackRock
Jennison Associates
T. Rowe Price Investment Management
Jpmorgan Chase & Co
Morgan Stanley
State Street Corporation
Geode Capital Management
Alliancebernstein
Goldman Sachs Group
Sumitomo Mitsui Trust Holdings
Qube Research & Technologies
Susquehanna International

View all funds holding Toast