MCALVANY WEALTH MANAGEMENT LLC

PrivateCIK: 2123857
Location

DURANGO, CO

42
Positions
$148.64M
Total AUM (reported)
6.38M
Total Shares

Allocation by class

TOTAL AUM$148.64M42 positions
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 324.0%4–1026.2%11–2534.4%Rest15.5%TOP 1050.2%0%100%
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

SOLE
SPDR GLD MINIS
Shares159.08K
TypeSH
Market value$14.21M
9.56%
Sole
159.08K
Shared
0.00
None
0.00

ROYAL GOLD INC

SOLE
COM
Shares49.63K
TypeSH
Market value$11.85M
7.97%
Sole
49.63K
Shared
0.00
None
0.00

ISHARES SILVER TR

SOLE
ISHARES
Shares150.93K
TypeSH
Market value$9.59M
6.45%
Sole
150.93K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares48.07K
TypeSH
Market value$6.39M
4.30%
Sole
48.07K
Shared
0.00
None
0.00

RANGE RES CORP

SOLE
COM
Shares137.81K
TypeSH
Market value$6.37M
4.28%
Sole
137.81K
Shared
0.00
None
0.00

AGNICO EAGLE MINES LTD

SOLE
COM
Shares32.55K
TypeSH
Market value$6.24M
4.20%
Sole
32.55K
Shared
0.00
None
0.00

FRANCO NEV CORP

SOLE
COM
Shares23.69K
TypeSH
Market value$5.53M
3.72%
Sole
23.69K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares12.19K
TypeSH
Market value$5.05M
3.40%
Sole
12.19K
Shared
0.00
None
0.00

TRIPLE FLAG PRECIOUS METAL

SOLE
COM
Shares148.88K
TypeSH
Market value$4.89M
3.29%
Sole
148.88K
Shared
0.00
None
0.00

ALAMOS GOLD INC

SOLE
COM CL A
Shares106.49K
TypeSH
Market value$4.45M
2.99%
Sole
106.49K
Shared
0.00
None
0.00

WHEATON PRECIOUS METALS CORP

SOLE
COM
Shares31.71K
TypeSH
Market value$3.92M
2.64%
Sole
31.71K
Shared
0.00
None
0.00

BARRICK MNG CORP

SOLE
COM SHS
Shares87.36K
TypeSH
Market value$3.80M
2.56%
Sole
87.36K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares17.99K
TypeSH
Market value$3.79M
2.55%
Sole
17.99K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares56.89K
TypeSH
Market value$3.67M
2.47%
Sole
56.89K
Shared
0.00
None
0.00

AMPLIFY ETF TR

SOLE
AMPLIFY JUNIOR S
Shares133.29K
TypeSH
Market value$3.64M
2.45%
Sole
133.29K
Shared
0.00
None
0.00

I-80 GOLD CORP

SOLE
COM
Shares2.51M
TypeSH
Market value$3.54M
2.38%
Sole
2.51M
Shared
0.00
None
0.00

VOX ROYALTY CORP

SOLE
COM
Shares733.41K
TypeSH
Market value$3.51M
2.36%
Sole
733.41K
Shared
0.00
None
0.00

B2GOLD CORP

SOLE
COM
Shares801.21K
TypeSH
Market value$3.38M
2.27%
Sole
801.21K
Shared
0.00
None
0.00

NUTRIEN LTD

SOLE
COM
Shares43.90K
TypeSH
Market value$3.36M
2.26%
Sole
43.90K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares19.42K
TypeSH
Market value$3.33M
2.24%
Sole
19.42K
Shared
0.00
None
0.00

CRESCENT ENERGY COMPANY

SOLE
CL A COM
Shares231.10K
TypeSH
Market value$3.13M
2.11%
Sole
231.10K
Shared
0.00
None
0.00

RILEY EXPLORATION PERMIAN IN

SOLE
COM
Shares84.39K
TypeSH
Market value$3.10M
2.08%
Sole
84.39K
Shared
0.00
None
0.00

ENTERPRISE PRODS PARTNERS L

SOLE
COM
Shares78.36K
TypeSH
Market value$3.06M
2.06%
Sole
78.36K
Shared
0.00
None
0.00

PAN AMERN SILVER CORP

SOLE
COM
Shares59.50K
TypeSH
Market value$3.04M
2.05%
Sole
59.50K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares79.26K
TypeSH
Market value$2.79M
1.88%
Sole
79.26K
Shared
0.00
None
0.00
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