Total Wealth Planning & Management, Inc.

Position in WPM — Wheaton Precious Metals Corp.

CIK 2058383 Ponte Vedra Beach, FL

Position in WPM

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$538,058

+$55,404 QoQ

Shares Held

4,107

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

Total Wealth Planning & Management, Inc. holds $1,152,212 across 4 Gold names. WPM ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WPM	Wheaton Precious Metals Corp. This page	4,107	$538,058
2	NFGC	New Found Gold Corp.	156,100	$302,834
3	CTGO	Contango Silver & Gold Inc.	15,931	$298,706
4	GLDG	GoldMining Inc.	10,600	$12,614

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$538,058	4,107	0.0%	Shares	Sole	2026-05-05
2025-12-31	$482,654	4,107	-3.7%	Shares	Sole	2026-02-11
2025-06-30	$382,997	4,265	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$332,644	4,285	-1.2%	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.