Summit Financial, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1765536 PARSIPPANY, NJ

Position in WPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$27,269,611

-$4,354,761 QoQ

Shares Held

242,785

+0.6% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#113

of 851 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Summit Financial, LLC holds $40,346,130 across 9 Gold names. WPM ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPM	Wheaton Precious Metals Corp. This page	242,785	$27,269,611
2	SA	Seabridge Gold Inc	145,062	$3,733,895
3	B	Barrick Mining Corp	73,277	$2,691,464
4	HMY	Harmony Gold Mining Co Ltd	150,886	$2,294,976
5	AEM	Agnico Eagle Mines Ltd	11,219	$1,740,403
6	NEM	NEWMONT Corp /DE/	11,736	$1,096,142
7	FNV	FRANCO NEVADA Corp	3,309	$689,727
8	CDE	Coeur Mining, Inc.	37,539	$612,636

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,269,611	242,785	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$31,624,372	241,389	-21.6%	Shares	Sole	2026-05-15
2025-12-31	$36,193,222	307,975	-4.6%	Shares	Sole	2026-02-13
2025-09-30	$36,119,063	322,953	+11.1%	Shares	Sole	2025-11-14
2025-06-30	$26,102,255	290,671	-11.1%	Shares	Sole	2025-08-13
2025-03-31	$25,391,453	327,083	-12.0%	Shares	Sole	2025-05-14
2024-12-31	$20,897,321	371,574	+8.0%	Shares	Sole	2025-02-12
2024-09-30	$21,020,743	344,151	+11.8%	Shares	Sole	2024-11-12
2024-06-30	$16,142,109	307,938	+39.3%	Shares	Sole	2024-07-31
2024-03-31	$10,418,369	221,056	+32.0%	Shares	Sole	2024-04-24
2023-12-31	$8,263,019	167,471	+11.7%	Shares	Sole	2024-02-06
2023-09-30	$6,079,985	149,938	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.