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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
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TR Financial Services 6,800.0 $513K 0.38% -1K -15.9% $75.51 +11.0%
42 GNR SPDR INDEX SHS FDS 6,492.0 $437K 0.33% -247.0 -3.7% $67.31 +15.6%
43 INTEGRA RES CORP 114,577.0 $260K 0.20% +51K +80.8% $2.27
44 DC DAKOTA GOLD CORP Basic Materials 23,955.0 $102K 0.08% NEW $4.26 +41.8%
45 EQX EQUINOX GOLD CORP Basic Materials 10,083.0 $98K 0.07% NEW $9.72 +33.6%
46 NFGC NEW FOUND GOLD CORP Basic Materials 56,079.0 $86K 0.07% NEW $1.54 +24.0%
47 VGZ VISTA GOLD CORP Basic Materials 37,866.0 $72K 0.05% NEW $1.91 +15.7%
48 BTBT BIT DIGITAL INC Financial Services 13,500.0 $24K 0.02% NEW $1.80 -20.6%
Page 3 of 3  ·  48 positions

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%