Filed: 4/15/2026ACC: 0002123857-26-000002
📋 What this filing means
MCALVANY WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $148.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$148.64M
Total AUM (reported)
6.38M
Total Shares
Allocation by class
COM$92.62M62.3%
SPDR GLD MINIS$14.21M9.6%
ISHARES$9.59M6.4%
GOLD SHS$5.05M3.4%
COM CL A$4.45M3.0%
COM SHS$3.80M2.6%
AMPLIFY JUNIOR S$3.64M2.4%
Portfolio Concentration
Top 3$35.64M24.0%
4–10$38.93M26.2%
11–25$51.07M34.4%
Rest$23.00M15.5%
Top 3 weight
24.0%
Top 10 weight
50.2%
Voting Authority Distribution
Total shares with voting rights: 6.38M
Sole
Full voting authority
6.38M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
WORLD GOLD TR
SOLEShares159.08K
TypeSH
Market value$14.21M
9.56%
Sole
159.08K
Shared
0.00
None
0.00
ROYAL GOLD INC
SOLEShares49.63K
TypeSH
Market value$11.85M
7.97%
Sole
49.63K
Shared
0.00
None
0.00
ISHARES SILVER TR
SOLEShares150.93K
TypeSH
Market value$9.59M
6.45%
Sole
150.93K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares48.07K
TypeSH
Market value$6.39M
4.30%
Sole
48.07K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares137.81K
TypeSH
Market value$6.37M
4.28%
Sole
137.81K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares32.55K
TypeSH
Market value$6.24M
4.20%
Sole
32.55K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares23.69K
TypeSH
Market value$5.53M
3.72%
Sole
23.69K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares12.19K
TypeSH
Market value$5.05M
3.40%
Sole
12.19K
Shared
0.00
None
0.00
TRIPLE FLAG PRECIOUS METAL
SOLEShares148.88K
TypeSH
Market value$4.89M
3.29%
Sole
148.88K
Shared
0.00
None
0.00
ALAMOS GOLD INC
SOLEShares106.49K
TypeSH
Market value$4.45M
2.99%
Sole
106.49K
Shared
0.00
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares31.71K
TypeSH
Market value$3.92M
2.64%
Sole
31.71K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares87.36K
TypeSH
Market value$3.80M
2.56%
Sole
87.36K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares17.99K
TypeSH
Market value$3.79M
2.55%
Sole
17.99K
Shared
0.00
None
0.00
EQT CORP
SOLEShares56.89K
TypeSH
Market value$3.67M
2.47%
Sole
56.89K
Shared
0.00
None
0.00
AMPLIFY ETF TR
SOLEShares133.29K
TypeSH
Market value$3.64M
2.45%
Sole
133.29K
Shared
0.00
None
0.00
I-80 GOLD CORP
SOLEShares2.51M
TypeSH
Market value$3.54M
2.38%
Sole
2.51M
Shared
0.00
None
0.00
VOX ROYALTY CORP
SOLEShares733.41K
TypeSH
Market value$3.51M
2.36%
Sole
733.41K
Shared
0.00
None
0.00
B2GOLD CORP
SOLEShares801.21K
TypeSH
Market value$3.38M
2.27%
Sole
801.21K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares43.90K
TypeSH
Market value$3.36M
2.26%
Sole
43.90K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares19.42K
TypeSH
Market value$3.33M
2.24%
Sole
19.42K
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares231.10K
TypeSH
Market value$3.13M
2.11%
Sole
231.10K
Shared
0.00
None
0.00
RILEY EXPLORATION PERMIAN IN
SOLEShares84.39K
TypeSH
Market value$3.10M
2.08%
Sole
84.39K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares78.36K
TypeSH
Market value$3.06M
2.06%
Sole
78.36K
Shared
0.00
None
0.00
PAN AMERN SILVER CORP
SOLEShares59.50K
TypeSH
Market value$3.04M
2.05%
Sole
59.50K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares79.26K
TypeSH
Market value$2.79M
1.88%
Sole
79.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WORLD GOLD TRSOLE | SPDR GLD MINIS | 159.08K | SH | $14.21M 9.56% | 159.08K | 0.00 | 0.00 |
ROYAL GOLD INCSOLE | COM | 49.63K | SH | $11.85M 7.97% | 49.63K | 0.00 | 0.00 |
ISHARES SILVER TRSOLE | ISHARES | 150.93K | SH | $9.59M 6.45% | 150.93K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 48.07K | SH | $6.39M 4.30% | 48.07K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 137.81K | SH | $6.37M 4.28% | 137.81K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 32.55K | SH | $6.24M 4.20% | 32.55K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 23.69K | SH | $5.53M 3.72% | 23.69K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 12.19K | SH | $5.05M 3.40% | 12.19K | 0.00 | 0.00 |
TRIPLE FLAG PRECIOUS METALSOLE | COM | 148.88K | SH | $4.89M 3.29% | 148.88K | 0.00 | 0.00 |
ALAMOS GOLD INCSOLE | COM CL A | 106.49K | SH | $4.45M 2.99% | 106.49K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 31.71K | SH | $3.92M 2.64% | 31.71K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 87.36K | SH | $3.80M 2.56% | 87.36K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 17.99K | SH | $3.79M 2.55% | 17.99K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 56.89K | SH | $3.67M 2.47% | 56.89K | 0.00 | 0.00 |
AMPLIFY ETF TRSOLE | AMPLIFY JUNIOR S | 133.29K | SH | $3.64M 2.45% | 133.29K | 0.00 | 0.00 |
I-80 GOLD CORPSOLE | COM | 2.51M | SH | $3.54M 2.38% | 2.51M | 0.00 | 0.00 |
VOX ROYALTY CORPSOLE | COM | 733.41K | SH | $3.51M 2.36% | 733.41K | 0.00 | 0.00 |
B2GOLD CORPSOLE | COM | 801.21K | SH | $3.38M 2.27% | 801.21K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 43.90K | SH | $3.36M 2.26% | 43.90K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 19.42K | SH | $3.33M 2.24% | 19.42K | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 231.10K | SH | $3.13M 2.11% | 231.10K | 0.00 | 0.00 |
RILEY EXPLORATION PERMIAN INSOLE | COM | 84.39K | SH | $3.10M 2.08% | 84.39K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 78.36K | SH | $3.06M 2.06% | 78.36K | 0.00 | 0.00 |
PAN AMERN SILVER CORPSOLE | COM | 59.50K | SH | $3.04M 2.05% | 59.50K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 79.26K | SH | $2.79M 1.88% | 79.26K | 0.00 | 0.00 |
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