Filed: 3/25/2026ACC: 0002123857-26-000001
📋 What this filing means
MCALVANY WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $130.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$130.81M
Total AUM (reported)
3.58M
Total Shares
Allocation by class
COM$67.22M51.4%
ISHARES$22.90M17.5%
SPDR GLD MINIS$13.79M10.5%
COM SHS$6.55M5.0%
GOLD SHS$5.29M4.0%
COM CL A$3.47M2.7%
PHYSCL PLATM SHS$2.23M1.7%
Portfolio Concentration
Top 3$46.78M35.8%
4–10$34.56M26.4%
11–25$35.88M27.4%
Rest$13.59M10.4%
Top 3 weight
35.8%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 3.58M
Sole
Full voting authority
3.58M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:
ISHARES SILVER TR
SOLEShares355.50K
TypeSH
Market value$22.90M
17.51%
Sole
355.50K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares161.50K
TypeSH
Market value$13.79M
10.54%
Sole
161.50K
Shared
0.00
None
0.00
ROYAL GOLD INC
SOLEShares45.39K
TypeSH
Market value$10.09M
7.71%
Sole
45.39K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares37.09K
TypeSH
Market value$6.29M
4.81%
Sole
37.09K
Shared
0.00
None
0.00
TRIPLE FLAG PRECIOUS METAL
SOLEShares184.57K
TypeSH
Market value$6.13M
4.69%
Sole
184.57K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares13.34K
TypeSH
Market value$5.29M
4.04%
Sole
13.34K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares22.45K
TypeSH
Market value$4.65M
3.56%
Sole
22.45K
Shared
0.00
None
0.00
B2GOLD CORP
SOLEShares940.83K
TypeSH
Market value$4.24M
3.24%
Sole
940.83K
Shared
0.00
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares35.32K
TypeSH
Market value$4.15M
3.17%
Sole
35.32K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares87.36K
TypeSH
Market value$3.80M
2.91%
Sole
87.36K
Shared
0.00
None
0.00
ALAMOS GOLD INC NEW
SOLEShares89.96K
TypeSH
Market value$3.47M
2.65%
Sole
89.96K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP
SOLEShares62.55K
TypeSH
Market value$3.24M
2.48%
Sole
62.55K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares83.43K
TypeSH
Market value$2.94M
2.25%
Sole
83.43K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares29.93K
TypeSH
Market value$2.80M
2.14%
Sole
29.93K
Shared
0.00
None
0.00
OR ROYALTIES INC.
SOLEShares77.54K
TypeSH
Market value$2.74M
2.10%
Sole
77.54K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares27.15K
TypeSH
Market value$2.71M
2.07%
Sole
27.15K
Shared
0.00
None
0.00
VOX ROYALTY CORP
SOLEShares549.41K
TypeSH
Market value$2.60M
1.99%
Sole
549.41K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares40.85K
TypeSH
Market value$2.52M
1.93%
Sole
40.85K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares70.34K
TypeSH
Market value$2.25M
1.72%
Sole
70.34K
Shared
0.00
None
0.00
ABRDN PLATINUM ETF TRUST
SOLEShares11.98K
TypeSH
Market value$2.23M
1.71%
Sole
11.98K
Shared
0.00
None
0.00
SOUTHERN COPPER CORP
SOLEShares12.62K
TypeSH
Market value$1.81M
1.38%
Sole
12.62K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares11.34K
TypeSH
Market value$1.73M
1.32%
Sole
11.34K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares15.54K
TypeSH
Market value$1.71M
1.31%
Sole
15.54K
Shared
0.00
None
0.00
EQT CORP
SOLEShares29.87K
TypeSH
Market value$1.60M
1.22%
Sole
29.87K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares41.02K
TypeSH
Market value$1.50M
1.15%
Sole
41.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES SILVER TRSOLE | ISHARES | 355.50K | SH | $22.90M 17.51% | 355.50K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 161.50K | SH | $13.79M 10.54% | 161.50K | 0.00 | 0.00 |
ROYAL GOLD INCSOLE | COM | 45.39K | SH | $10.09M 7.71% | 45.39K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 37.09K | SH | $6.29M 4.81% | 37.09K | 0.00 | 0.00 |
TRIPLE FLAG PRECIOUS METALSOLE | COM | 184.57K | SH | $6.13M 4.69% | 184.57K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 13.34K | SH | $5.29M 4.04% | 13.34K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 22.45K | SH | $4.65M 3.56% | 22.45K | 0.00 | 0.00 |
B2GOLD CORPSOLE | COM | 940.83K | SH | $4.24M 3.24% | 940.83K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 35.32K | SH | $4.15M 3.17% | 35.32K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 87.36K | SH | $3.80M 2.91% | 87.36K | 0.00 | 0.00 |
ALAMOS GOLD INC NEWSOLE | COM CL A | 89.96K | SH | $3.47M 2.65% | 89.96K | 0.00 | 0.00 |
PAN AMERN SILVER CORPSOLE | COM | 62.55K | SH | $3.24M 2.48% | 62.55K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 83.43K | SH | $2.94M 2.25% | 83.43K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 29.93K | SH | $2.80M 2.14% | 29.93K | 0.00 | 0.00 |
OR ROYALTIES INC.SOLE | COM SHS | 77.54K | SH | $2.74M 2.10% | 77.54K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 27.15K | SH | $2.71M 2.07% | 27.15K | 0.00 | 0.00 |
VOX ROYALTY CORPSOLE | COM | 549.41K | SH | $2.60M 1.99% | 549.41K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 40.85K | SH | $2.52M 1.93% | 40.85K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 70.34K | SH | $2.25M 1.72% | 70.34K | 0.00 | 0.00 |
ABRDN PLATINUM ETF TRUSTSOLE | PHYSCL PLATM SHS | 11.98K | SH | $2.23M 1.71% | 11.98K | 0.00 | 0.00 |
SOUTHERN COPPER CORPSOLE | COM | 12.62K | SH | $1.81M 1.38% | 12.62K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 11.34K | SH | $1.73M 1.32% | 11.34K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 15.54K | SH | $1.71M 1.31% | 15.54K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 29.87K | SH | $1.60M 1.22% | 29.87K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 41.02K | SH | $1.50M 1.15% | 41.02K | 0.00 | 0.00 |
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