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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 GLDM WORLD GOLD TR Financial Services 159,084.0 $14.2M 9.57% -2K -1.5% $89.32 -6.6%
2 SLV ISHARES SILVER TR Financial Services 150,926.0 $9.6M 6.46% -205K -57.5% $63.52 -6.3%
3 AEM AGNICO EAGLE MINES LTD Basic Materials 32,547.0 $6.2M 4.21% -5K -12.2% $191.86 -13.1%
4 GLD SPDR GOLD TR Financial Services 12,187.0 $5.1M 3.40% -1K -8.6% $414.58 -6.6%
5 TRIPLE FLAG PRECIOUS METAL 148,877.0 $4.9M 3.30% -36K -19.3% $32.87
6 WPM WHEATON PRECIOUS METALS CORP Basic Materials 31,707.0 $3.9M 2.64% -4K -10.2% $123.70 +1.7%
7 BTG B2GOLD CORP Basic Materials 801,208.0 $3.4M 2.28% -140K -14.8% $4.22 +1.9%
8 PAAS PAN AMERN SILVER CORP Basic Materials 59,497.0 $3.0M 2.05% -3K -4.9% $51.16 -4.2%
9 NEM NEWMONT CORP Basic Materials 25,372.0 $2.6M 1.76% -2K -6.6% $103.12 +0.6%
10 CLIP GLOBAL X FDS 9,508.0 $954K 0.64% -4K -27.1% $100.35 -0.1%
11 MTA METALLA RTY & STREAMING LTD Basic Materials 135,073.0 $819K 0.55% -3K -1.9% $6.06 +22.6%
12 GDXW ROUNDHILL ETF TRUST 9,403.0 $807K 0.54% -577.0 -5.8% $85.79 -51.4%

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%