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Portfolio (Quarterly) Guide ↗

McAlvany Wealth Management LLC

· CIK 0002123857
13F Portfolio $148.5B AUM 41 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 23 Added 12 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SILJ AMPLIFY ETF TR 133,290.0 $3.6M 2.45% NEW $27.31 +2.2%
2 IAUX I-80 GOLD CORP Basic Materials 2,507,979.0 $3.5M 2.38% NEW $1.41 +9.9%
3 CNQ CANADIAN NAT RES LTD MED TER Energy 30,419.0 $1.5M 1.01% NEW $49.37 -16.9%
4 VNOM VIPER ENERGY INC Energy 27,064.0 $1.3M 0.85% NEW $46.71 -7.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 44.0%
Energy 32.0%
Financial Services 23.9%