Total Wealth Planning & Management, Inc.
Position in WPM — Wheaton Precious Metals Corp.
CIK 2058383
Ponte Vedra Beach, FL
Position in WPM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$461,298
-$76,760 QoQ
Shares Held
4,107
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#535
of 851 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $975,085 across 3 Gold names. WPM ranks #1 (47.3% of the industry book) .
All Filings in WPM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,298 | 4,107 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $538,058 | 4,107 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $482,654 | 4,107 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $382,997 | 4,265 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $332,644 | 4,285 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $243,800 | 4,335 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||