McAlvany Wealth Management LLC
Net buyer this quarter
$134M
44
+$4.24M
48.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLDM | $11M | 8.19% | 0.04% | -13.3% | Q4 2025 |
 RGLD | $10.7M | 8.02% | 0.06% | +8.2% | Q4 2025 |
 SLV | $7.3M | 5.46% | 0.03% | -9.5% | Q4 2025 |
 AEM | $5.76M | 4.31% | 0.01% | +14.0% | Q4 2025 |
 RRC | $5.59M | 4.18% | 0.06% | +9.1% | Q4 2025 |
 TFPM | $5.25M | 3.92% | 0.08% | +17.6% | Q4 2025 |
 COP | $5.06M | 3.79% | 0.00% | +1.3% | Q4 2025 |
 FNV | $4.68M | 3.50% | 0.01% | -5.2% | Q4 2025 |
 BTG | $4.48M | 3.35% | 0.09% | +49.6% | Q4 2025 |
 IAUX | $4.44M | 3.32% | 0.36% | +22.9% | Q1 2026 |
 EQT | $4.35M | 3.25% | 0.01% | +43.8% | Q4 2025 |
 VOXR | $4.02M | 3.01% | 1.24% | +15.8% | Q4 2025 |
| GLD | $3.66M | 2.74% | 0.00% | -18.5% | Q4 2025 |
 AGI | $3.58M | 2.67% | 0.03% | +10.7% | Q4 2025 |
 WPM | $3.47M | 2.60% | 0.01% | -2.4% | Q4 2025 |
 CVX | $3.03M | 2.27% | 0.00% | +1.6% | Q4 2025 |
 NTR | $2.97M | 2.23% | 0.01% | +7.6% | Q4 2025 |
 EPD | $2.96M | 2.22% | 0.00% | +2.9% | Q4 2025 |
 REPX | $2.82M | 2.11% | 0.39% | +1.3% | Q4 2025 |
 OR | $2.78M | 2.08% | 0.05% | +11.0% | Q4 2025 |
 XOM | $2.7M | 2.02% | 0.00% | +1.5% | Q4 2025 |
 SCCO | $2.54M | 1.90% | 0.00% | +6.7% | Q4 2025 |
 PAAS | $2.39M | 1.79% | 0.01% | -10.2% | Q4 2025 |
 CRGY | $2.29M | 1.71% | 0.07% | +0.8% | Q4 2025 |
 B | $2.22M | 1.66% | 0.00% | -30.8% | Q4 2025 |
 WDS | $2.13M | 1.59% | 0.01% | +2.9% | Q4 2025 |
 PPLT | $1.75M | 1.31% | 0.10% | +0.9% | Q4 2025 |
 EXE | $1.71M | 1.28% | 0.01% | +12.0% | Q4 2025 |
 ENB | $1.65M | 1.23% | 0.00% | +2.8% | Q4 2025 |
 NEM | $1.49M | 1.11% | 0.00% | -37.2% | Q4 2025 |
 NE | $1.28M | 0.95% | 0.02% | +1.1% | Q4 2025 |
 CNQ | $1.23M | 0.92% | 0.00% | +2.7% | Q1 2026 |
| VNOM | $1.18M | 0.88% | Not reported | +3.0% | Q1 2026 |
 MTA | $1.14M | 0.85% | 0.16% | +10.6% | Q4 2025 |
 CCJ | $945K | 0.71% | 0.00% | +2.2% | Q4 2025 |
 RIO | $834K | 0.62% | 0.00% | +2.7% | Q4 2025 |
 CEF | $683K | 0.51% | 0.01% | New | Q2 2026 |
| IAU | $513K | 0.38% | 0.00% | -15.9% | Q4 2025 |
 ITRG | $260K | 0.19% | 0.06% | New | Q2 2026 |
 DC | $102K | 0.08% | 0.02% | New | Q2 2026 |
 EQX | $98K | 0.07% | 0.00% | New | Q2 2026 |
 NFGC | $86.4K | 0.06% | 0.02% | New | Q2 2026 |
 VGZ | $72.3K | 0.05% | 0.03% | New | Q2 2026 |
 BTBT | $24.3K | 0.02% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GLDM | $14.2M | 9.57% | 0.05% | -1.5% | Q4 2025 |
| RGLD | $11.8M | 7.98% | 0.06% | +9.3% | Q4 2025 |
| SLV | $9.59M | 6.46% | 0.03% | -57.6% | Q4 2025 |
| COP | $6.39M | 4.30% | 0.00% | +60.6% | Q4 2025 |
| RRC | $6.37M | 4.29% | 0.06% | +65.2% | Q4 2025 |
| AEM | $6.24M | 4.21% | 0.01% | -12.3% | Q4 2025 |
| FNV | $5.53M | 3.73% | 0.01% | +5.5% | Q4 2025 |
| GLD | $5.05M | 3.40% | 0.00% | -8.6% | Q4 2025 |
| TFPM | $4.89M | 3.30% | 0.07% | -19.3% | Q4 2025 |
| AGI | $4.45M | 2.99% | 0.03% | +18.4% | Q4 2025 |
| WPM | $3.92M | 2.64% | 0.01% | -10.2% | Q4 2025 |
| B | $3.8M | 2.56% | 0.01% | Not reported | Q4 2025 |
| CVX | $3.79M | 2.55% | 0.00% | +58.6% | Q4 2025 |
| EQT | $3.67M | 2.47% | 0.01% | +90.5% | Q4 2025 |
| IAUX | $3.54M | 2.38% | 0.29% | New | Q1 2026 |
| VOXR | $3.51M | 2.37% | 1.07% | +33.5% | Q4 2025 |
| BTG | $3.38M | 2.28% | 0.06% | -14.8% | Q4 2025 |
| NTR | $3.36M | 2.26% | 0.01% | +7.5% | Q4 2025 |
| XOM | $3.33M | 2.24% | 0.00% | +107.6% | Q4 2025 |
| CRGY | $3.13M | 2.11% | 0.07% | +71.6% | Q4 2025 |
| REPX | $3.1M | 2.09% | 0.39% | +136.3% | Q4 2025 |
| EPD | $3.06M | 2.06% | 0.00% | +11.4% | Q4 2025 |
| PAAS | $3.04M | 2.05% | 0.01% | -4.9% | Q4 2025 |
| OR | $2.79M | 1.88% | 0.04% | +2.2% | Q4 2025 |
| NEM | $2.62M | 1.76% | 0.00% | -6.6% | Q4 2025 |
| WDS | $2.6M | 1.75% | 0.01% | +12.7% | Q4 2025 |
| SCCO | $2.16M | 1.45% | 0.00% | +6.5% | Q4 2025 |
| PPLT | $2.12M | 1.43% | 0.09% | +2.6% | Q4 2025 |
| EXE | $1.87M | 1.26% | 0.01% | +7.8% | Q4 2025 |
| NE | $1.65M | 1.11% | 0.02% | +5.4% | Q4 2025 |
| ENB | $1.61M | 1.08% | 0.00% | +5.3% | Q4 2025 |
| CNQ | $1.5M | 1.01% | 0.00% | New | Q1 2026 |
| VNOM | $1.26M | 0.85% | Not reported | New | Q1 2026 |
| CCJ | $934K | 0.63% | 0.00% | +2.4% | Q4 2025 |
| MTA | $819K | 0.55% | 0.15% | -1.9% | Q4 2025 |
| RIO | $760K | 0.51% | 0.00% | +5.4% | Q4 2025 |
| IAU | $687K | 0.46% | 0.00% | -0.1% | Q4 2025 |
| Q4 2025 | |||||
| SLV | $22.9M | 17.51% | 0.07% | New | Q4 2025 |
| GLDM | $13.8M | 10.54% | 0.06% | New | Q4 2025 |
| RGLD | $10.1M | 7.71% | 0.05% | New | Q4 2025 |
| AEM | $6.29M | 4.81% | 0.01% | New | Q4 2025 |
| TFPM | $6.13M | 4.69% | 0.09% | New | Q4 2025 |
| GLD | $5.29M | 4.04% | 0.00% | New | Q4 2025 |
| FNV | $4.65M | 3.56% | 0.01% | New | Q4 2025 |
| BTG | $4.24M | 3.24% | 0.07% | New | Q4 2025 |
| WPM | $4.15M | 3.17% | 0.01% | New | Q4 2025 |
| B | $3.8M | 2.91% | 0.01% | New | Q4 2025 |
| AGI | $3.47M | 2.65% | 0.02% | New | Q4 2025 |
| PAAS | $3.24M | 2.48% | 0.01% | New | Q4 2025 |
| RRC | $2.94M | 2.25% | 0.04% | New | Q4 2025 |
| COP | $2.8M | 2.14% | 0.00% | New | Q4 2025 |
| OR | $2.74M | 2.10% | 0.04% | New | Q4 2025 |
| NEM | $2.71M | 2.07% | 0.00% | New | Q4 2025 |
| VOXR | $2.6M | 1.99% | 0.80% | New | Q4 2025 |
| NTR | $2.52M | 1.93% | 0.01% | New | Q4 2025 |
| EPD | $2.25M | 1.72% | 0.00% | New | Q4 2025 |
| PPLT | $2.23M | 1.71% | 0.01% | New | Q4 2025 |
| SCCO | $1.81M | 1.38% | 0.00% | New | Q4 2025 |
| CVX | $1.73M | 1.32% | 0.00% | New | Q4 2025 |
| EXE | $1.71M | 1.31% | 0.01% | New | Q4 2025 |
| EQT | $1.6M | 1.22% | 0.00% | New | Q4 2025 |
 DVN | $1.5M | 1.15% | 0.01% | New | Q4 2025 |
| WDS | $1.48M | 1.13% | 0.01% | New | Q4 2025 |
| ENB | $1.35M | 1.03% | 0.00% | New | Q4 2025 |
| CRGY | $1.13M | 0.86% | 0.05% | New | Q4 2025 |
| XOM | $1.13M | 0.86% | 0.00% | New | Q4 2025 |
| MTA | $1.07M | 0.82% | 0.15% | New | Q4 2025 |
| REPX | $943K | 0.72% | 0.16% | New | Q4 2025 |
| NE | $906K | 0.69% | 0.02% | New | Q4 2025 |
| CCJ | $812K | 0.62% | 0.00% | New | Q4 2025 |
| PHYS | $781K | 0.60% | 0.00% | New | Q4 2025 |
| IAU | $657K | 0.50% | 0.00% | New | Q4 2025 |
| RIO | $650K | 0.50% | 0.00% | New | Q4 2025 |