McAlvany Wealth Management LLC
Filing Date
Global Rank
#4,939
/ 8,603
▲ 448
· as of Mar 2026
Top Industry
Gold
48.7%
3Y Alpha vs SPY
-66.4%
Period ended 3 months ago
Filed May 6, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-18.2%
SPY
+10.0%
Annualised alpha
-66.7%
Max drawdown
−26.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.4%
−8.0 pts
Top 5
35.6%
−11.8 pts
Top 10
54.8%
−10.4 pts
HHI
451
Diversified−249
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 49.5% | $70,312,542 |
| Energy | 28.5% | $40,473,673 |
| Unclassified | 22.0% | $31,205,565 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VOXR | Vox Royalty Corp. | +184,002 | 733,415 | $3,843,094 | |
| CRGY | Crescent Energy Co | +96,406 | 231,105 | $3,119,917 | |
| RRC | Range Resources Corp | +54,378 | 137,812 | $6,226,346 | |
| REPX | Riley Exploration Permian, Inc. | +48,677 | 84,393 | $3,076,124 | |
| EQT | EQT Corp | +27,018 | 56,887 | $3,620,288 | |
| COP | Conocophillips | +18,143 | 48,071 | $6,345,372 | |
| AGI | Alamos Gold Inc | +16,531 | 106,493 | $4,731,483 | |
| WDS | Woodside Energy Group Ltd | +12,086 | 107,005 | $2,555,279 | |
| EPD | Enterprise Products Partners L.P. | +8,020 | 78,356 | $2,964,991 | |
| CVX | Chevron Corp | +6,648 | 17,990 | $3,722,131 | |
| RGLD | Royal Gold Inc | +4,233 | 49,626 | $12,629,320 | |
| NTR | Nutrien Ltd. | +3,051 | 43,900 | $3,312,694 | |
| NE | Noble Corp plc | +1,746 | 33,845 | $1,660,774 | |
| OR | OR Royalties Inc. | +1,728 | 79,264 | $3,013,617 | |
| ENB | Enbridge Inc | +1,485 | 29,622 | $1,603,735 | |
| FNV | FRANCO NEVADA Corp | +1,239 | 23,690 | $5,852,614 | |
| EXE | EXPAND ENERGY Corp | +1,206 | 16,745 | $1,838,266 | |
| SCCO | Southern Copper Corp/ | +921 | 13,537 | $2,306,114 | |
| RIO | Rio Tinto PLC | +436 | 8,558 | $798,375 | |
| PPLT | abrdn Platinum ETF Trust | +307 | 12,292 | $219,080 | |
| CCJ | Cameco Corp | +211 | 9,082 | $986,396 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −204,579 | 150,926 | $10,284,097 | |
| BTG | B2gold Corp | −139,623 | 801,208 | $3,629,472 | |
| TFPM | Triple Flag Precious Metals Corp. | −35,697 | 148,877 | $5,167,520 | |
| AEM | Agnico Eagle Mines Ltd | −4,543 | 32,547 | $6,606,390 | |
| WPM | Wheaton Precious Metals Corp. | −3,613 | 31,707 | $4,153,934 | |
| PAAS | Pan American Silver Corp | −3,050 | 59,497 | $3,250,321 | |
| MTA | Metalla Royalty & Streaming Ltd. | −2,554 | 135,073 | $895,533 | |
| GLDM | World Gold Trust | −2,421 | 159,084 | $14,745,495 | |
| NEM | NEWMONT Corp /DE/ | −1,782 | 25,372 | $2,746,519 | |
| GLD | Spdr Gold Trust | −1,149 | 12,187 | $5,243,944 | |
| IAU | Ishares Gold Trust | −5 | 8,087 | $712,949 | |
| No positions match the current search. | |||||
36 positions ·
$141,991,780 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Reduced | 159,084 | $14,745,495 | 10.38% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Added | 49,626 | $12,629,320 | 8.89% | |
| SLV |
iShares Silver Trust
|
Reduced | 150,926 | $10,284,097 | 7.24% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 32,547 | $6,606,390 | 4.65% | |
| COP |
Conocophillips
Energy
|
Added | 48,071 | $6,345,372 | 4.47% | |
| RRC |
Range Resources Corp
Energy
|
Added | 137,812 | $6,226,346 | 4.39% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Added | 23,690 | $5,852,614 | 4.12% | |
| GLD |
Spdr Gold Trust
|
Reduced | 12,187 | $5,243,944 | 3.69% | |
| TFPM |
Triple Flag Precious Metals Corp.
Basic Materials
|
Reduced | 148,877 | $5,167,520 | 3.64% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
Added | 106,493 | $4,731,483 | 3.33% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Reduced | 31,707 | $4,153,934 | 2.93% | |
| VOXR |
Vox Royalty Corp.
Basic Materials
|
Added | 733,415 | $3,843,094 | 2.71% | |
| IAUX |
i-80 Gold Corp.
Basic Materials
|
NEW | 2,507,979 | $3,812,128 | 2.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 17,990 | $3,722,131 | 2.62% | |
| BTG |
B2gold Corp
Basic Materials
|
Reduced | 801,208 | $3,629,472 | 2.56% | |
| EQT |
EQT Corp
Energy
|
Added | 56,887 | $3,620,288 | 2.55% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 87,360 | $3,563,414 | 2.51% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Added | 43,900 | $3,312,694 | 2.33% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Reduced | 59,497 | $3,250,321 | 2.29% | |
| CRGY |
Crescent Energy Co
Energy
|
Added | 231,105 | $3,119,917 | 2.20% | |
| REPX |
Riley Exploration Permian, Inc.
Energy
|
Added | 84,393 | $3,076,124 | 2.17% | |
| OR |
OR Royalties Inc.
Basic Materials
|
Added | 79,264 | $3,013,617 | 2.12% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 78,356 | $2,964,991 | 2.09% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 25,372 | $2,746,519 | 1.93% | |
| WDS |
Woodside Energy Group Ltd
Energy
|
Added | 107,005 | $2,555,279 | 1.80% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 13,537 | $2,306,114 | 1.62% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Added | 16,745 | $1,838,266 | 1.29% | |
| NE |
Noble Corp plc
Energy
|
Added | 33,845 | $1,660,774 | 1.17% | |
| ENB |
Enbridge Inc
Energy
|
Added | 29,622 | $1,603,735 | 1.13% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
NEW | 30,419 | $1,482,317 | 1.04% | |
| VNOM |
Viper Energy, Inc.
Energy
|
NEW | 27,064 | $1,271,737 | 0.90% | |
| CCJ |
Cameco Corp
Energy
|
Added | 9,082 | $986,396 | 0.69% | |
| MTA |
Metalla Royalty & Streaming Ltd.
Basic Materials
|
Reduced | 135,073 | $895,533 | 0.63% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Added | 8,558 | $798,375 | 0.56% | |
| IAU |
Ishares Gold Trust
|
Reduced | 8,087 | $712,949 | 0.50% | |
| PPLT |
abrdn Platinum ETF Trust
|
Added | 12,292 | $219,080 | 0.15% |