JEPPSON WEALTH MANAGEMENT, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1831263
MANHATTAN BEACH, CA
Position in WPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,919,421
-$528,238 QoQ
Shares Held
25,992
-1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#279
of 849 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $4,261,897 across 5 Gold names. WPM ranks #1 (68.5% of the industry book) .
All Filings in WPM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,919,421 | 25,992 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,447,659 | 26,316 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,165,283 | 26,934 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,063,409 | 27,391 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,475,247 | 27,564 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,147,633 | 27,665 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,565,834 | 27,842 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,746,399 | 28,592 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,521,175 | 29,019 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,386,281 | 29,414 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,434,560 | 29,075 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,142,496 | 28,175 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,200,910 | 27,786 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,364,854 | 28,340 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,084,938 | 27,762 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $897,051 | 27,721 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,070,703 | 29,717 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,390,620 | 29,227 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,274,248 | 29,682 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,055,697 | 28,092 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,231,403 | 27,942 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,070,835 | 28,025 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $915,024 | 21,922 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,075,712 | 21,922 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||