McAlvany Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 47 total holdings, with the firm reporting no beneficial ownership of the securities listed.
The largest position disclosed in the portfolio is Triple Flag Precious Metals Corp, for which the firm reported holding 2,031,340 shares. Other significant holdings include ABRDN Platinum ETF Trust, with 122,206 shares, and Vaneck ETF Trust Gold Miners ETF, holding 9,436 shares.
The portfolio is heavily weighted toward precious metals and energy sectors. Notable energy holdings include Enbridge Inc (48,826 shares), Enterprise Products Partners L.P. (85,220 shares), and EQT Corp (82,270 shares). In the precious metals space, the firm holds shares in Royal Gold Inc (59,133 shares), Wheaton Precious Metals Corp (31,685 shares), and various royalty trusts and streaming companies such as Or Royalties Inc. (101,963 shares) and Vox Royalty Corp (908,908 shares).
The filing also lists positions in several gold mining companies, including Agnico Eagle Mines Ltd (45,995 shares), Alamos Gold Inc (173,849 shares), and B2Gold Corp (1,280,793 shares). Additionally, the firm holds shares in I-80 Gold Corp (3,155,013 shares), which represents the largest position among pure-play gold mining stocks listed in the filing.
