McAlvany Wealth Management LLC

Est. AUM

$148.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WORLD GOLD TR	SPDR GLD MINIS	$14.2M	159084	9.56%	SOLE
2	ROYAL GOLD INC	COM	$11.8M	49626	7.97%	SOLE
3	ISHARES SILVER TR	ISHARES	$9.6M	150926	6.45%	SOLE
4	CONOCOPHILLIPS	COM	$6.4M	48071	4.30%	SOLE
5	RANGE RES CORP	COM	$6.4M	137812	4.28%	SOLE
6	AGNICO EAGLE MINES LTD	COM	$6.2M	32547	4.20%	SOLE
7	FRANCO NEV CORP	COM	$5.5M	23690	3.72%	SOLE
8	SPDR GOLD TR	GOLD SHS	$5.1M	12187	3.40%	SOLE
9	TRIPLE FLAG PRECIOUS METAL	COM	$4.9M	148877	3.29%	SOLE
10	ALAMOS GOLD INC	COM CL A	$4.4M	106493	2.99%	SOLE
11	WHEATON PRECIOUS METALS CORP	COM	$3.9M	31707	2.64%	SOLE
12	BARRICK MNG CORP	COM SHS	$3.8M	87360	2.56%	SOLE
13	CHEVRON CORPORATION	COM	$3.8M	17990	2.55%	SOLE
14	EQT CORP	COM	$3.7M	56887	2.47%	SOLE
15	AMPLIFY ETF TR	AMPLIFY JUNIOR S	$3.6M	133290	2.45%	SOLE
16	I-80 GOLD CORP	COM	$3.5M	2507979	2.38%	SOLE
17	VOX ROYALTY CORP	COM	$3.5M	733415	2.36%	SOLE
18	B2GOLD CORP	COM	$3.4M	801208	2.27%	SOLE
19	NUTRIEN LTD	COM	$3.4M	43900	2.26%	SOLE
20	EXXON MOBIL CORP	COM	$3.3M	19424	2.24%	SOLE
21	CRESCENT ENERGY COMPANY	CL A COM	$3.1M	231105	2.11%	SOLE
22	RILEY EXPLORATION PERMIAN IN	COM	$3.1M	84393	2.08%	SOLE
23	ENTERPRISE PRODS PARTNERS L	COM	$3.1M	78356	2.06%	SOLE
24	PAN AMERN SILVER CORP	COM	$3.0M	59497	2.05%	SOLE
25	ORACLE CORP	COM	$2.8M	79264	1.88%	SOLE
26	NEWMONT CORP	COM	$2.6M	25372	1.76%	SOLE
27	WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	$2.6M	107005	1.75%	SOLE
28	SOUTHERN COPPER CORP	COM	$2.2M	13537	1.45%	SOLE
29	ABRDN PLATINUM ETF TRUST	PHYSCL PLATM SHS	$2.1M	12292	1.42%	SOLE
30	EXPAND ENERGY CORPORATION	COM	$1.9M	16745	1.26%	SOLE
31	NOBLE CORP PLC	ORD SHS A	$1.7M	33845	1.11%	SOLE
32	ENBRIDGE INC	COM	$1.6M	29622	1.08%	SOLE
33	CANADIAN NAT RES LTD MED TER	COM	$1.5M	30419	1.01%	SOLE
34	VIPER ENERGY INC	CL A	$1.3M	27064	0.85%	SOLE
35	GLOBAL X FDS	1-3 MONTH T-BILL	$954K	9508	0.64%	SOLE
36	CAMECO CORP	COM	$934K	9082	0.63%	SOLE
37	METALLA RTY & STREAMING LTD	COM NEW	$819K	135073	0.55%	SOLE
38	ROUNDHILL ETF TRUST	GOLD MINERS WEEK	$807K	9403	0.54%	SOLE
39	RIO TINTO PLC	SPONSORED ADR	$760K	8558	0.51%	SOLE
40	ISHARES GOLD TR	ISHARES NEW	$687K	8087	0.46%	SOLE
41	SPDR INDEX SHS FDS	STATE STREET SPD	$492K	6739	0.33%	SOLE
42	INTEGRA RES CORP	COM	$163K	63363	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.