Mcalvany Wealth Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 23, 2026, Mcalvany Wealth Management Llc disclosed 45 stock positions valued at approximately $133.68M as of quarter-end June 30, 2026. The largest holdings include WORLD GOLD TR, ROYAL GOLD INC, and ISHARES SILVER TR.

Report Period
June 30, 2026
No. of Stocks
45
Portfolio Value
$133.68M
Holdings by Sector
Mcalvany Wealth Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
WORLD GOLD TRGLDMOther8.19%137,885-21,199-13.33%$10,950,827
ROYAL GOLD INCRGLDBasic Materials8.02%53,692+4,066+8.19%$10,717,427
ISHARES SILVER TRSLVOther5.46%136,523-14,403-9.54%$7,299,885
AGNICO EAGLE MINES LTDAEMBasic Materials4.31%37,108+4,561+14.01%$5,756,564
RANGE RES CORPRRCEnergy4.18%150,357+12,545+9.10%$5,591,759
TRIPLE FLAG PRECIOUS METALTFPMBasic Materials3.92%175,021+26,144+17.56%$5,245,379
CONOCOPHILLIPSCOPEnergy3.79%48,711+640+1.33%$5,063,989
FRANCO NEV CORPFNVBasic Materials3.50%22,468-1,222-5.16%$4,683,230
B2GOLD CORPBTGBasic Materials3.35%1,198,966+397,758+49.64%$4,484,133
AMPLIFY ETF TRSILJOther3.34%172,395+39,105+29.34%$4,468,478
I-80 GOLD CORPIAUXBasic Materials3.32%3,081,942+573,963+22.89%$4,437,996
EQT CORPEQTEnergy3.25%81,822+24,935+43.83%$4,350,491
VOX ROYALTY CORPVOXRBasic Materials3.01%849,534+116,119+15.83%$4,018,296
SPDR GOLD TRGLDOther2.74%9,927-2,260-18.54%$3,656,908
ALAMOS GOLD INCAGIBasic Materials2.67%117,838+11,345+10.65%$3,575,205
WHEATON PRECIOUS METALS CORPWPMBasic Materials2.60%30,933-774-2.44%$3,474,425
CHEVRON CORPORATIONCVXEnergy2.27%18,275+285+1.58%$3,029,289
NUTRIEN LTDNTRBasic Materials2.23%47,250+3,350+7.63%$2,974,387
ENTERPRISE PRODS PARTNERS LEPDEnergy2.22%80,615+2,259+2.88%$2,963,419
RILEY EXPLORATION PERMIAN INREPXEnergy2.11%85,523+1,130+1.34%$2,818,837
EXXON MOBIL CORPXOMEnergy2.02%19,721+297+1.53%$2,696,209
SOUTHERN COPPER CORPSCCOBasic Materials1.90%14,588+1,051+7.76%$2,542,026
PAN AMERN SILVER CORPPAASBasic Materials1.79%53,461-6,036-10.15%$2,394,496
CRESCENT ENERGY COMPANYCRGYEnergy1.71%232,846+1,741+0.75%$2,286,549
BARRICK MNG CORPBOther1.66%60,501-26,859-30.75%$2,222,202
WOODSIDE ENERGY GROUP LTDWDSEnergy1.59%110,051+3,046+2.85%$2,126,185
ABRDN PLATINUM ETF TRUSTPPLTOther1.31%123,987+111,695+908.68%$1,751,936
EXPAND ENERGY CORPORATIONCHKEnergy1.28%18,758+2,013+12.02%$1,710,572
ENBRIDGE INCENBEnergy1.23%30,445+823+2.78%$1,650,423
NEWMONT CORPNEMBasic Materials1.11%15,944-9,428-37.16%$1,489,195
Showing 30 of 45 holdings in the latest reporting period.