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CIK: 0002123857
Total reported value
$133.7M
$133.7M
43 檔
36.2%
In Q1 2026, McAlvany Wealth Management LLC's U.S. equity holdings reached a combined market value of $133.7M, distributed across 43 disclosed stock positions.
In Q1 2026, McAlvany Wealth Management LLC displayed an active expansion posture, initiating 4 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 9.56% | -1.38% | -1.50% | |
| 2 | RGLD | Royal Gold Inc | Stock-Materials | 7.97% | +0.04% | +9.33% | |
| 3 | SLV | Ishares Silver Trust | ETF-Commodities | 6.45% | -1.00% | -57.55% | |
| 4 | COP | Conocophillips | Stock-Energy | 4.30% | -0.51% | +60.62% | |
| 5 | RRC | Range Resources CORP | Stock-Energy | 4.28% | -0.11% | +65.17% | |
| 6 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 4.20% | +0.10% | -12.25% | |
| 7 | FNV | Franco-nevada CORP | Stock-Materials | 3.72% | -0.23% | +5.52% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 3.40% | -0.66% | -8.62% | |
| 9 | TFPM | Triple Flag Precious Met | Stock-Materials | 3.29% | +0.62% | -19.34% | |
| 10 | AGI | Alamos Gold Inc-class A | Stock-Materials | 2.99% | -0.32% | +18.38% | |
| 11 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.64% | -0.04% | -10.23% | |
| 12 | B | Barrick Mining CORP | Stock-Materials | 2.56% | -0.90% | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.55% | -0.28% | +58.61% | |
| 14 | EQT | Eqt CORP | Stock-Energy | 2.47% | +0.78% | +90.45% | |
| 15 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 2.45% | +0.89% | — | |
| 16 | IAUX | I-80 Gold CORP | Stock-Other | 2.38% | +0.94% | — | |
| 17 | VOXR | Vox Royalty CORP | Stock-Other | 2.36% | +0.64% | +33.49% | |
| 18 | BTG | B2gold CORP | Stock-Other | 2.27% | +1.07% | -14.84% | |
| 19 | NTR | Nutrien LTD | Stock-Materials | 2.26% | -0.03% | +7.47% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 2.24% | -0.22% | +107.59% | |
| 21 | CRGY | Crescent Energy Inc-a | Stock-Energy | 2.11% | -0.40% | +71.57% | |
| 22 | REPX | Riley Exploration Permian In | Stock-Other | 2.08% | +0.02% | +136.29% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 2.06% | +0.16% | +11.40% | |
| 24 | PAAS | Pan American Silver CORP | Stock-Materials | 2.05% | -0.26% | -4.88% | |
| 25 | OR | Or Royalties Inc | Stock-Other | 1.88% | +0.20% | +2.23% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.88% | — | — | |
| 27 | NEM | Newmont CORP | Stock-Materials | 1.76% | -0.65% | -6.56% | |
| 28 | WDS | Woodside Energy Group-adr | Stock-Other | 1.75% | -0.16% | +12.73% | |
| 29 | SCCO | Southern Copper CORP | Stock-Materials | 1.45% | +0.45% | +7.30% | |
| 30 | PPLT | Abrdn Physical Platinum Shrs | ETF-Commodities | 1.42% | -0.12% | +2.56% | |
| 31 | EXE | Expand Energy CORP | Stock-Energy | 1.26% | +0.02% | +7.76% | |
| 32 | NE | Noble Corporation plc | Stock-Energy | 1.11% | -0.16% | +5.44% | |
| 33 | ENB | Enbridge Inc | Stock-Energy | 1.08% | +0.15% | +5.28% | |
| 34 | CNQ | Canadian Natural Resources | Stock-Energy | 1.01% | -0.09% | — | |
| 35 | VNOM | Viper Energy Inc-cl A | Stock-Energy | 0.85% | +0.03% | — | |
| 36 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 0.64% | +0.07% | -27.05% | |
| 37 | CCJ | Cameco CORP | Stock-Energy | 0.63% | +0.08% | +2.38% | |
| 38 | MTA | Metalla Royalty & Streaming | Stock-Other | 0.55% | +0.30% | -1.86% | |
| 39 | GDXW | Roundhill Gld Mnrs Wkpy ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 40 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.51% | +0.11% | +5.37% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.46% | -0.08% | -0.06% | |
| 42 | GNR | State Street Spdr S&p Global | ETF-Other | 0.33% | — | +51.54% | |
| 43 | ITRG | Integra Resources CORP | Stock-Other | 0.11% | +0.19% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COP | Conocophillips | +2.2% | +60.62% | Add |
| 2 | RRC | Range Resources CORP | +2% | +65.17% | Add |
| 3 | XOM | Exxon Mobil CORP | +1.4% | +107.59% | Add |
| 4 | REPX | Riley Exploration Permian In | +1.4% | +136.29% | Add |
| 5 | EQT | Eqt CORP | +1.3% | +90.45% | Add |
| 6 | CRGY | Crescent Energy Inc-a | +1.3% | +71.57% | Add |
| 7 | CVX | Chevron CORP | +1.2% | +58.61% | Add |
| 8 | WDS | Woodside Energy Group-adr | +0.6% | +12.73% | Add |
| 9 | NE | Noble Corporation plc | +0.4% | +5.44% | Add |
| 10 | VOXR | Vox Royalty CORP | +0.4% | +33.49% | Add |
| 11 | AGI | Alamos Gold Inc-class A | +0.3% | +18.38% | Add |
| 12 | EPD | Enterprise Products Partners | +0.3% | +11.40% | Add |
| 13 | NTR | Nutrien LTD | +0.3% | +7.47% | Add |
| 14 | RGLD | Royal Gold Inc | +0.3% | +9.33% | Add |
| 15 | FNV | Franco-nevada CORP | +0.2% | +5.52% | Add |
| 16 | GNR | State Street Spdr S&p Global | +0.1% | +51.54% | Add |
| 17 | SCCO | Southern Copper CORP | +0.1% | +7.30% | Add |
| 18 | ENB | Enbridge Inc | +0.1% | +5.28% | Add |
| 19 | CCJ | Cameco CORP | 0% | +2.38% | Add |
| 20 | RIO | Rio Tinto Plc-spon Adr | 0% | +5.37% | Add |
| 21 | IAU | Ishares Gold Trust | 0% | -0.06% | Trim |
| 22 | EXE | Expand Energy CORP | -0.1% | +7.76% | Add |
| 23 | GDXW | Roundhill Gld Mnrs Wkpy ETF | -0.1% | -5.78% | Trim |
| 24 | OR | Or Royalties Inc | -0.2% | +2.23% | Add |
| 25 | MTA | Metalla Royalty & Streaming | -0.3% | -1.86% | Trim |
| 26 | PPLT | Abrdn Physical Platinum Shrs | -0.3% | +2.56% | Add |
| 27 | NEM | Newmont CORP | -0.3% | -6.56% | Trim |
| 28 | B | Barrick Mining CORP | -0.4% | — | Unchanged |
| 29 | CLIP | Global X 1-3 Month T-bill | -0.4% | -27.05% | Trim |
| 30 | PAAS | Pan American Silver CORP | -0.4% | -4.88% | Trim |
| 31 | WPM | Wheaton Precious Metals CORP | -0.5% | -10.23% | Trim |
| 32 | AEM | Agnico Eagle Mines LTD | -0.6% | -12.25% | Trim |
| 33 | GLD | Spdr Gold Shares | -0.6% | -8.62% | Trim |
| 34 | BTG | B2gold CORP | -1% | -14.84% | Trim |
| 35 | GLDM | Spdr Gold Minishares Trust | -1% | -1.50% | Trim |
| 36 | TFPM | Triple Flag Precious Met | -1.4% | -19.34% | Trim |
| 37 | SLV | Ishares Silver Trust | -11.1% | -57.55% | Trim |
| 38 | SILJ | Amplify Junior Silver Miners | — | NEW | New buy |
| 39 | IAUX | I-80 Gold CORP | — | NEW | New buy |
| 40 | DVN | Devon Energy CORP | — | EXIT | Sold out |
| 41 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 42 | VNOM | Viper Energy Inc-cl A | — | NEW | New buy |
| 43 | PHYS | Sprott Physical Gold Trust | — | EXIT | Sold out |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | Sold out |
According to official SEC Form 13F filings, McAlvany Wealth Management LLC reported a total U.S. public equity portfolio value of $133.7M across 43 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GLDM, RGLD, SLV) accounted for 36.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SILJ
市值: $3.6M
Top Position Liquidated / Trimmed
DVN
前期市值: $1.5M
During Q1 2026, McAlvany Wealth Management LLC's top holdings by market value included GLDM (9.6%)、RGLD (8.0%)、SLV (6.5%). The largest single position, GLDM, represented 9.6% of total portfolio value.
In Q1 2026, McAlvany Wealth Management LLC made 43 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 13 holdings, and fully liquidating 3 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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