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Portfolio (Quarterly) Guide ↗

McAlvany Wealth Management LLC

· CIK 0002123857
13F Portfolio $134M AUM 48 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 8 New 29 Added 10 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OR OR ROYALTIES INC. Basic Materials 87,970.0 $2.8M 2.08% NEW $31.63 +18.2%
2 CEF SPROTT ASSET MANAGEMENT LP Financial Services 16,980.0 $683K 0.51% NEW $40.23 +13.2%
3 GDX VANECK ETF TRUST 8,325.0 $628K 0.47% NEW $75.45 +32.1%
4 DC DAKOTA GOLD CORP Basic Materials 23,955.0 $102K 0.08% NEW $4.26 +41.8%
5 EQX EQUINOX GOLD CORP Basic Materials 10,083.0 $98K 0.07% NEW $9.72 +33.6%
6 NFGC NEW FOUND GOLD CORP Basic Materials 56,079.0 $86K 0.07% NEW $1.54 +24.0%
7 VGZ VISTA GOLD CORP Basic Materials 37,866.0 $72K 0.05% NEW $1.91 +15.7%
8 BTBT BIT DIGITAL INC Financial Services 13,500.0 $24K 0.02% NEW $1.80 -20.6%

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 47.7%
Energy 30.3%
Financial Services 22.0%