McAlvany Wealth Management LLC - Portfolio Stock Holdings
McAlvany Wealth Management LLC disclosed 49 stock positions in a recent SEC 13F filing. $164,720,068 of stock holdings were filed, with the largest holdings including RGLD, GLDM, and AEM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $224,230,606 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
49Est. Stock Holding Value:
$164,720,068Top Stock Holdings By Sector
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Portfolio Stock Holdings - McAlvany Wealth Management LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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