McAlvany Wealth Management LLC

CIK 0002123857 · Q2 2026

13F Equity AUM

$133.7M

-11.7% QoQ

Positions

+5 QoQ

AUM Rank

#7,476

Top 85%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 30.2%Top 10: 48.1%Top 20: 74.5%

GLDM8.2%

RGLD8.0%

SLV5.5%

AEM4.3%

RRC4.2%

TFPM3.9%

COP3.8%

FNV3.5%

BTO3.4%

SILJ3.3%

Others (38)51.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Basic Materials43.8%

Energy28.2%

Financial Services22.6%

Unclassified4.5%

Other0.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 48Median: 1.75%Avg: 2.08%

0–0.5%

9(1.7%)

0.5–1%

8(6.2%)

1–3%

18(34.5%)

3–5%

10(36.0%)

5%+

3(21.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 48vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased30Decreased11Exited2

New Positions

CEF/U0.5%

+17K

GDX0.5%

+8K

DC0.1%

+24K

EQX0.1%

+10K

NFG0.1%

+56K

VGZ0.1%

+38K

BTBT0.0%

+14K

Increased

IAU3.3%

+574K(+23%)

BTO3.4%

+398K(+50%)

VOXR3.0%

+116K(+16%)

PPLT1.3%

+112K(+909%)

ITR0.2%

+51K(+81%)

SILJ3.3%

+39K(+29%)

TFPM3.9%

+26K(+18%)

EQT3.3%

+25K(+44%)

MTA0.8%

+14K(+11%)

RRC4.2%

+13K(+9%)

Decreased

B1.7%

-26,859(-31%)

GLDM8.2%

-21,199(-13%)

SLV5.5%

-14,403(-10%)

NEM1.1%

-9,428(-37%)

PAAS1.8%

-6,036(-10%)

GQ92.7%

-2,260(-19%)

IAU*0.4%

-1,287(-16%)

FNV3.5%

-1,222(-5%)

WPM2.6%

-774(-2%)

GNR0.3%

-247(-4%)

Exited

ORCL

-79,264

GDXW

-9,403

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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