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Mcalvany Wealth Management Llc

Portfolio Manager
McAlvany Wealth Management LLC
Performance
+10.41% (2026 Q1)
AUM (13F)
$148.64M
# of Holdings
42
Performance Rank
Allocation (Top 20)
74.34%

Mcalvany Wealth Management Llc Holdings Map

Top 42 Mcalvany Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLDM
WORLD GOLD TR
9.56%159.1K$14.2M
-1.50%(-2.42K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 161.5K shares2026-Q1: 159.1K shares
$80.91(+11.40%)
2026-03-31
RGLD
ROYAL GOLD INC
7.97%49.6K$11.8M
+9.33%(+4.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 45.4K shares2026-Q1: 49.6K shares
$213.73(+5.69%)
2026-03-31
SLV
ISHARES SILVER TR
6.45%150.9K$9.6M
-57.55%(-204.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 355.5K shares2026-Q1: 150.9K shares
$53.39(+23.44%)
2026-03-31
COP
CONOCOPHILLIPS
4.3%48.1K$6.4M
+60.62%(+18.14K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 29.9K shares2026-Q1: 48.1K shares
$101.16(+21.91%)
2026-03-31
RRC
RANGE RES CORP
4.28%137.8K$6.4M
+65.17%(+54.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 83.4K shares2026-Q1: 137.8K shares
$37.94(+13.45%)
2026-03-31
AEM
AGNICO EAGLE MINES LTD
4.2%32.5K$6.2M
-12.25%(-4.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 37.1K shares2026-Q1: 32.5K shares
$169.04(+5.38%)
2026-03-31
FNV
FRANCO NEV CORP
3.72%23.7K$5.5M
+5.52%(+1.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 22.5K shares2026-Q1: 23.7K shares
$215.73(+4.33%)
2026-03-31
GLD
SPDR GOLD TR
3.4%12.2K$5.1M
-8.62%(-1.15K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.3K shares2026-Q1: 12.2K shares
$375.89(+11.27%)
2026-03-31
TFPM
TRIPLE FLAG PRECIOUS METAL
3.29%148.9K$4.9M
-19.34%(-35.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 184.6K shares2026-Q1: 148.9K shares
$31.24(-0.38%)
2026-03-31
AGI
ALAMOS GOLD INC
2.99%106.5K$4.4M
+18.38%(+16.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 90.0K shares2026-Q1: 106.5K shares
$37.46(+3.78%)
2026-03-31

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