ACTION POINT FINANCIAL PLANNING, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 2116119
GRAND RAPIDS, MI
Position in WPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$903,145
New position
Shares Held
8,041
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#433
of 849 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $1,209,368 across 16 Gold names. WPM ranks #1 (74.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
8,041 | $903,145 | |
| 2 | B |
Barrick Mining Corp
|
2,176 | $79,923 | |
| 3 | RGLD |
Royal Gold Inc
|
295 | $58,880 | |
| 4 | CDE |
Coeur Mining, Inc.
|
3,292 | $53,721 | |
| 5 | NEM |
NEWMONT Corp /DE/
|
374 | $34,927 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
207 | $32,111 | |
| 7 | AU |
AngloGold Ashanti PLC
|
129 | $10,431 | |
| 8 | KGC |
Kinross Gold Corp
|
404 | $9,542 |
All Filings in WPM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,145 | 8,041 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||