McAlvany Wealth Management LLC 13F Holdings · Q2 2026
McAlvany Wealth Management LLC reported 48 securities worth $133.68M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GLDM (8.19%), RGLD (8.02%), SLV (5.46%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $11.0M | 8.19% | 137,885 | Trimmed |
| 2 | RGLD | ROYAL GOLD INC | $10.7M | 8.02% | 53,692 | Added |
| 3 | SLV | ISHARES SILVER TR | $7.3M | 5.46% | 136,523 | Trimmed |
| 4 | AEM | AGNICO EAGLE MINES LTD | $5.8M | 4.31% | 37,108 | Added |
| 5 | RRC | RANGE RES CORP | $5.6M | 4.18% | 150,357 | Added |
| 6 | TFPM | TRIPLE FLAG PRECIOUS METAL | $5.2M | 3.92% | 175,021 | Added |
| 7 | COP | CONOCOPHILLIPS | $5.1M | 3.79% | 48,711 | Added |
| 8 | FNV | FRANCO NEV CORP | $4.7M | 3.50% | 22,468 | Trimmed |
| 9 | BTG | B2GOLD CORP | $4.5M | 3.35% | 1.2M | Added |
| 10 | SILJ | AMPLIFY ETF TR | $4.5M | 3.34% | 172,395 | Added |
| 11 | IAUX | I-80 GOLD CORP | $4.4M | 3.32% | 3.1M | Added |
| 12 | EQT | EQT CORP | $4.4M | 3.25% | 81,822 | Added |
| 13 | VOXR | VOX ROYALTY CORP | $4.0M | 3.01% | 849,534 | Added |
| 14 | GLD | SPDR GOLD TR | $3.7M | 2.74% | 9,927 | Trimmed |
| 15 | AGI | ALAMOS GOLD INC | $3.6M | 2.67% | 117,838 | Added |
| 16 | WPM | WHEATON PRECIOUS METALS CORP | $3.5M | 2.60% | 30,933 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $3.0M | 2.27% | 18,275 | Added |
| 18 | NTR | NUTRIEN LTD | $3.0M | 2.23% | 47,250 | Added |
| 19 | EPD | ENTERPRISE PRODS PARTNERS L | $3.0M | 2.22% | 80,615 | Added |
| 20 | REPX | RILEY EXPLORATION PERMIAN IN | $2.8M | 2.11% | 85,523 | Added |
| 21 | OR | OR ROYALTIES INC. | $2.8M | 2.08% | 87,970 | Added |
| 22 | XOM | EXXON MOBIL CORP | $2.7M | 2.02% | 19,721 | Added |
| 23 | SCCO | SOUTHERN COPPER CORP | $2.5M | 1.90% | 14,588 | Added |
| 24 | PAAS | PAN AMERN SILVER CORP | $2.4M | 1.79% | 53,461 | Trimmed |
| 25 | CRGY | CRESCENT ENERGY COMPANY | $2.3M | 1.71% | 232,846 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR