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Equibles

Total Wealth Planning & Management, Inc.

Position in NFGC — New Found Gold Corp.

CIK 2058383 Ponte Vedra Beach, FL
Back to NFGC Full portfolio

Position in NFGC

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$256,410
-$46,424 QoQ
Shares Held
166,500
+6.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#25
of 86 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NFGC Over Time

Shares Held

Position Value (USD)

Position in Gold

Basic Materials · as of Jun 30, 2026

Total Wealth Planning & Management, Inc. holds $975,085 across 3 Gold names. NFGC ranks #3 (26.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WPM
Wheaton Precious Metals Corp.
 4,107 $461,298
2 CTGO
Contango Silver & Gold Inc.
 16,300 $257,377
3 NFGC
New Found Gold Corp.
This page 		166,500 $256,410

All Filings in NFGC

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $256,410 166,500
2026-03-31 $302,834 156,100
2025-12-31 $449,658 151,400
2025-06-30 $190,564 134,200
2025-03-31 $150,480 125,400
2024-12-31 $200,331 110,072