TCFG WEALTH MANAGEMENT, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1548059
LAGUNA NIGUEL, CA
Position in WPM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,395,910
+$306,192 QoQ
Shares Held
25,921
-1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $18,062,574 across 6 Gold names. WPM ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FNV |
FRANCO NEVADA Corp
|
28,907 | $7,141,474 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
23,770 | $4,824,834 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
This page
|
25,921 | $3,395,910 | |
| 4 | HYMC |
Hycroft Mining Holding Corp
|
55,405 | $1,950,256 | |
| 5 | B |
Barrick Mining Corp
|
13,062 | $532,798 | |
| 6 | KGC |
Kinross Gold Corp
|
7,120 | $217,302 |
All Filings in WPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,395,910 | 25,921 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,089,718 | 26,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,926,405 | 26,166 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,357,788 | 26,256 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,069,305 | 26,656 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,499,133 | 26,656 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,618,681 | 26,501 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||