McAlvany Wealth Management LLC - Portfolio overview

McAlvany Wealth Management LLC has 41 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Basic Materials and Energy.

Largest reported holdings by portfolio allocation

1. GLDM - WORLD GOLD TR, 9.57%
2. RGLD - ROYAL GOLD INC, 7.98%
3. SLV - ISHARES SILVER TR, 6.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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