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Filers›Asset Manager›McAlvany Wealth Management LLC
DOSSIER · 13F-HR · Q1 2026

McAlvany Wealth Management LLC

McAlvany Wealth's asset manager based in Stamford, CT — $149M in tracked AUM across 42 positions as of Q1 2026.

MW
McAlvany Wealth·Stamford, CT·Asset Manager
CIK 0002123857 · last filed Mar 31, 2026
Total AUM
$149M
▲ 17.5%
vs prior
Holdings
42
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

McAlvany Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLDM
WORLD GOLD TR
$14M159K9.6%
02
RGLD
ROYAL GOLD INC
$12M50K8.0%
03
SLV
ISHARES SILVER TR
$10M151K6.4%
04
COP
CONOCOPHILLIPS
$6M48K4.3%
05
RRC
RANGE RES CORP
$6M138K4.3%
06
AEM
AGNICO EAGLE MINES LTD
$6M33K4.2%
07
FNV
FRANCO NEV CORP
$6M24K3.7%
08
GLD
SPDR GOLD TR
$5M12K3.4%
09
TFPM
TRIPLE FLAG PRECIOUS METAL
$5M149K3.3%
10
AGI
ALAMOS GOLD INC
$4M106K3.0%

Filing history

Filing history loading…
AI Agent · grounded in McAlvany
haiku-4-5 · 42 positions indexed
Sector mix
  • Tech29%
  • Financials12%
  • Health Care14%
  • Cons. Disc.8%
  • Industrials6%
  • Other31%
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