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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 GLDM WORLD GOLD TR Financial Services 137,885.0 $11.0M 8.19% -21K -13.3% $79.42 +11.1%
2 SLV ISHARES SILVER TR Financial Services 136,523.0 $7.3M 5.46% -14K -9.5% $53.47 +12.2%
3 FNV FRANCO NEV CORP Basic Materials 22,468.0 $4.7M 3.50% -1K -5.2% $208.44 +27.7%
4 GLD SPDR GOLD TR Financial Services 9,927.0 $3.7M 2.74% -2K -18.5% $368.38 +11.0%
5 WPM WHEATON PRECIOUS METALS CORP Basic Materials 30,933.0 $3.5M 2.60% -774.0 -2.4% $112.32 +36.5%
6 PAAS PAN AMERN SILVER CORP Basic Materials 53,461.0 $2.4M 1.79% -6K -10.2% $44.79 +18.0%
7 B BARRICK MNG CORP Basic Materials 60,501.0 $2.2M 1.66% -27K -30.8% $36.73 +24.3%
8 NEM NEWMONT CORP Basic Materials 15,944.0 $1.5M 1.11% -9K -37.2% $93.40 +37.0%
9 IAU ISHARES GOLD TR Financial Services 6,800.0 $513K 0.38% -1K -15.9% $75.51 +11.0%
10 GNR SPDR INDEX SHS FDS 6,492.0 $437K 0.33% -247.0 -3.7% $67.31 +15.6%

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%