McAlvany Wealth Management LLC

McAlvany Wealth Management LLC reported 48 holdings worth US$134M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 23, 2026

McAlvany Wealth Management LLC reported 48 holdings worth US$134M as of Jun 30, 2026. Largest: Royal Gold, Inc., Agnico Eagle Mines Limited and Range Resources Corporation. Filed Jul 23, 2026 (Form 13F).

Holdings
48
Value as reported
US$134M

The filing in full

CompanySharesValue as reported% of portfolio
Royal Gold, Inc.53,692US$10.7M8.0%
Agnico Eagle Mines Limited37,108US$5.76M4.3%
Range Resources Corporation150KUS$5.59M4.2%
Triple Flag Precious Metals Corp.175KUS$5.25M3.9%
Conocophillips48,711US$5.06M3.8%
Franco-nevada Corporation22,468US$4.68M3.5%
B2gold Corp.1.2MUS$4.48M3.4%
I-80 Gold Corp3.08MUS$4.44M3.3%
Eqt Corporation81,822US$4.35M3.3%
Vox Royalty Corp850KUS$4.02M3.0%
Alamos Gold Inc.118KUS$3.58M2.7%
Wheaton Precious Metals Corp30,933US$3.47M2.6%
Chevron Corporation18,275US$3.03M2.3%
Nutrien Ltd.47,250US$2.97M2.2%
Enterprise Products Partners L.p.80,615US$2.96M2.2%
Riley Exploration Permian, Inc.85,523US$2.82M2.1%
Or Royalties Inc.87,970US$2.78M2.1%
Exxon Mobil Corporation19,721US$2.7M2.0%
Southern Copper Corporation14,588US$2.54M1.9%
Pan American Silver Corp.53,461US$2.39M1.8%
Crescent Energy Company233KUS$2.29M1.7%
Barrick Mining Corporation60,501US$2.22M1.7%
Woodside Energy Group Ltd110KUS$2.13M1.6%
Expand Energy Corporation18,758US$1.71M1.3%
Enbridge Inc.30,445US$1.65M1.2%
Newmont Corporation15,944US$1.49M1.1%
Canadian Natural Resources Limited31,242US$1.23M0.92%
Viper Energy, Inc.27,866US$1.18M0.88%
Metalla Royalty & Streaming Ltd.149KUS$1.14M0.85%
Cameco Corporation9,278US$945K0.71%
Rio Tinto Plc8,785US$834K0.62%
Integra Resources Corp115KUS$260K0.19%
Dakota Gold Corp.23,955US$102K0.08%
Equinox Gold Corp.10,083US$98,0070.07%
New Found Gold Corp56,079US$86,3620.06%
Vista Gold Corp37,866US$72,3240.05%
Bit Digital, Inc.13,500US$24,3000.02%

Source

View original at SEC

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