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CIK: 0002123857
Total reported value
$133.7M
$133.7M
40 檔
44.3%
The Q4 2025 SEC filing reveals that McAlvany Wealth Management LLC held a total portfolio value of $133.7M, covering 40 public equity positions.
During Q4 2025, McAlvany Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SLV | Ishares Silver Trust | ETF-Commodities | 17.51% | -1.00% | — | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 10.54% | -1.38% | — | |
| 3 | RGLD | Royal Gold Inc | Stock-Materials | 7.71% | +0.04% | — | |
| 4 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 4.81% | +0.10% | — | |
| 5 | TFPM | Triple Flag Precious Met | Stock-Materials | 4.69% | +0.62% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.04% | -0.66% | — | |
| 7 | FNV | Franco-nevada CORP | Stock-Materials | 3.56% | -0.23% | — | |
| 8 | BTG | B2gold CORP | Stock-Other | 3.24% | +1.07% | — | |
| 9 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 3.17% | -0.04% | — | |
| 10 | B | Barrick Mining CORP | Stock-Materials | 2.91% | -0.90% | — | |
| 11 | AGI | Alamos Gold Inc-class A | Stock-Materials | 2.65% | -0.32% | — | |
| 12 | PAAS | Pan American Silver CORP | Stock-Materials | 2.48% | -0.26% | — | |
| 13 | RRC | Range Resources CORP | Stock-Energy | 2.25% | -0.11% | — | |
| 14 | COP | Conocophillips | Stock-Energy | 2.14% | -0.51% | — | |
| 15 | OR | Or Royalties Inc | Stock-Other | 2.10% | +0.20% | — | |
| 16 | NEM | Newmont CORP | Stock-Materials | 2.07% | -0.65% | — | |
| 17 | VOXR | Vox Royalty CORP | Stock-Other | 1.99% | +0.64% | — | |
| 18 | NTR | Nutrien LTD | Stock-Materials | 1.93% | -0.03% | — | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.72% | +0.16% | — | |
| 20 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 1.71% | -0.12% | — | |
| 21 | SCCO | Southern Copper CORP | Stock-Materials | 1.38% | +0.45% | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.32% | -0.28% | — | |
| 23 | EXE | Expand Energy CORP | Stock-Energy | 1.31% | +0.02% | — | |
| 24 | EQT | Eqt CORP | Stock-Energy | 1.22% | +0.78% | — | |
| 25 | DVN | Devon Energy CORP | Stock-Energy | 1.15% | — | — | |
| 26 | WDS | Woodside Energy Group-adr | Stock-Other | 1.13% | -0.16% | — | |
| 27 | ENB | Enbridge Inc | Stock-Energy | 1.03% | +0.15% | — | |
| 28 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 1.00% | +0.07% | — | |
| 29 | CRGY | Crescent Energy Inc-a | Stock-Energy | 0.86% | -0.40% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.22% | — | |
| 31 | MTA | Metalla Royalty & Streaming | Stock-Other | 0.82% | +0.30% | — | |
| 32 | REPX | Riley Exploration Permian In | Stock-Other | 0.72% | +0.02% | — | |
| 33 | NE | Noble Corporation plc | Stock-Energy | 0.69% | -0.16% | — | |
| 34 | GDXW | Roundhill Gld Mnrs Wkpy ETF | ETF-Other | 0.65% | -0.54% | EXIT | |
| 35 | CCJ | Cameco CORP | Stock-Energy | 0.62% | +0.08% | — | |
| 36 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.60% | — | — | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.50% | -0.08% | — | |
| 38 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.50% | +0.11% | — | |
| 39 | GNR | State Street Spdr S&p Global | ETF-Other | 0.21% | — | — | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.20% | — | — |
According to official SEC Form 13F filings, McAlvany Wealth Management LLC reported a total U.S. public equity portfolio value of $133.7M across 40 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SLV, GLDM, RGLD) accounted for 44.3% of total reported equity market value during Q4 2025.
During Q4 2025, McAlvany Wealth Management LLC's top holdings by market value included SLV (17.5%)、GLDM (10.5%)、RGLD (7.7%). The largest single position, SLV, represented 17.5% of total portfolio value.
In Q4 2025, McAlvany Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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