McAlvany Wealth Management
Latest statistics and disclosures from McAlvany Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLDM, RGLD, SLV, COP, RRC, and represent 32.60% of McAlvany Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SILJ, IAUX, RRC, COP, REPX, EQT, XOM, CNQ, CVX, CRGY.
- Started 4 new stock positions in VNOM, CNQ, SILJ, IAUX.
- Reduced shares in these 10 stocks: SLV (-$13M), , TFPM, AEM, , BTG, GLD, WPM, CLIP, SHY.
- Sold out of its positions in DVN, SHY, PHYS.
- McAlvany Wealth Management was a net buyer of stock by $7.3M.
- McAlvany Wealth Management has $149M in assets under management (AUM), dropping by 13.50%.
- Central Index Key (CIK): 0002123857
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Portfolio Holdings for McAlvany Wealth Management
McAlvany Wealth Management holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| World Gold Tr Spdr Gld Minis (GLDM) | 9.6 | $14M | 159k | 89.32 |
|
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| Royal Gold (RGLD) | 8.0 | $12M | +9% | 50k | 238.76 |
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| Ishares Silver Tr Ishares (SLV) | 6.5 | $9.6M | -57% | 151k | 63.52 |
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| ConocoPhillips (COP) | 4.3 | $6.4M | +60% | 48k | 132.89 |
|
| Range Resources (RRC) | 4.3 | $6.4M | +65% | 138k | 46.21 |
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| Agnico (AEM) | 4.2 | $6.2M | -12% | 33k | 191.86 |
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| Franco-Nevada Corporation (FNV) | 3.7 | $5.5M | +5% | 24k | 233.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.4 | $5.1M | -8% | 12k | 414.58 |
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| Triple Flag Precious Metals (TFPM) | 3.3 | $4.9M | -19% | 149k | 32.87 |
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| Alamos Gold Com Cl A (AGI) | 3.0 | $4.4M | +18% | 107k | 41.75 |
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| Wheaton Precious Metals Corp (WPM) | 2.6 | $3.9M | -10% | 32k | 123.70 |
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| Barrick Mng Corp Com Shs (B) | 2.6 | $3.8M | 87k | 43.55 |
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| Chevron Corporation (CVX) | 2.6 | $3.8M | +58% | 18k | 210.71 |
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| EQT Corporation (EQT) | 2.5 | $3.7M | +90% | 57k | 64.44 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 2.5 | $3.6M | NEW | 133k | 27.31 |
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| I-80 Gold Corp (IAUX) | 2.4 | $3.5M | NEW | 2.5M | 1.41 |
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| Vox Rty Corp Cda F (VOXR) | 2.4 | $3.5M | +33% | 733k | 4.79 |
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| B2gold Corp (BTG) | 2.3 | $3.4M | -14% | 801k | 4.22 |
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| Nutrien (NTR) | 2.3 | $3.4M | +7% | 44k | 76.55 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $3.3M | +107% | 19k | 171.47 |
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| Crescent Energy Company Cl A Com (CRGY) | 2.1 | $3.1M | +71% | 231k | 13.54 |
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| Riley Exploration Permian In (REPX) | 2.1 | $3.1M | +136% | 84k | 36.71 |
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| Enterprise Products Partners (EPD) | 2.1 | $3.1M | +11% | 78k | 39.08 |
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| Pan American Silver Corp Can (PAAS) | 2.1 | $3.0M | -4% | 60k | 51.16 |
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| Or Royalties Com Shs (OR) | 1.9 | $2.8M | +2% | 79k | 35.25 |
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| Newmont Mining Corporation (NEM) | 1.8 | $2.6M | -6% | 25k | 103.12 |
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| Woodside Energy Group Sponsored Adr (WDS) | 1.7 | $2.6M | +12% | 107k | 24.27 |
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| Southern Copper Corporation (SCCO) | 1.5 | $2.2M | +7% | 14k | 159.28 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 1.4 | $2.1M | +2% | 12k | 172.22 |
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| Chesapeake Energy Corp (EXE) | 1.3 | $1.9M | +7% | 17k | 111.45 |
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| Noble Corp Ord Shs A (NE) | 1.1 | $1.7M | +5% | 34k | 48.89 |
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| Enbridge (ENB) | 1.1 | $1.6M | +5% | 30k | 54.33 |
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| Canadian Natural Resources (CNQ) | 1.0 | $1.5M | NEW | 30k | 49.37 |
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| Viper Energy Cl A (VNOM) | 0.9 | $1.3M | NEW | 27k | 46.71 |
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| Global X Fds 1-3 Month T-bill (CLIP) | 0.6 | $954k | -27% | 9.5k | 100.35 |
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| Cameco Corporation (CCJ) | 0.6 | $934k | +2% | 9.1k | 102.84 |
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| Metalla Rty & Streaming Com New (MTA) | 0.6 | $819k | 135k | 6.06 |
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| Roundhill Etf Trust Gold Miners Week (GDXW) | 0.5 | $807k | -5% | 9.4k | 85.79 |
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| Rio Tinto Sponsored Adr (RIO) | 0.5 | $760k | +5% | 8.6k | 88.82 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $687k | 8.1k | 84.93 |
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| Spdr Index Shs Fds State Street Spd (GNR) | 0.3 | $492k | +51% | 6.7k | 73.07 |
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Past Filings by McAlvany Wealth Management
SEC 13F filings are viewable for McAlvany Wealth Management going back to 2025
- McAlvany Wealth Management 2026 Q1 restated filed May 6, 2026
- McAlvany Wealth Management 2026 Q1 filed April 15, 2026
- McAlvany Wealth Management 2025 Q4 filed March 25, 2026