Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLDMWorld Gold Tr | $11.0M | 8.2% | −13.3% |
| RGLDRoyal Gold Inc | $10.7M | 8.0% | +8.2% |
| SLVIshares Silver Tr | $7.3M | 5.5% | −9.5% |
| AEMAgnico Eagle Mines Ltd | $5.8M | 4.3% | +14.0% |
| RRCRange Res Corp | $5.6M | 4.2% | +9.1% |
| TFPMTriple Flag Precious Metal | $5.2M | 3.9% | +17.6% |
| COPConocophillips | $5.1M | 3.8% | +1.3% |
| FNVFranco Nev Corp | $4.7M | 3.5% | −5.2% |
| BTGB2gold Corp | $4.5M | 3.4% | +49.6% |
| SILJAmplify Etf Tr | $4.5M | 3.3% | +29.3% |
| IAUXI-80 Gold Corp | $4.4M | 3.3% | +22.9% |
| EQTEqt Corp | $4.4M | 3.3% | +43.8% |
| VOXRVox Royalty Corp | $4.0M | 3.0% | +15.8% |
| GLDSpdr Gold Tr | $3.7M | 2.7% | −18.5% |
| AGIAlamos Gold Inc | $3.6M | 2.7% | +10.7% |
| WPMWheaton Precious Metals Corp | $3.5M | 2.6% | −2.4% |
| CVXChevron Corporation | $3.0M | 2.3% | +1.6% |
| NTRNutrien Ltd | $3.0M | 2.2% | +7.6% |
| EPDEnterprise Prods Partners L | $3.0M | 2.2% | +2.9% |
| REPXRiley Exploration Permian In | $2.8M | 2.1% | +1.3% |
| OROr Royalties Inc. | $2.8M | 2.1% | +11.0% |
| Exxon Mobil CorpCUSIP 30231G102 | $2.7M | 2.0% | +1.5% |
| SCCOSouthern Copper Corp | $2.5M | 1.9% | +7.8% |
| PAASPan Amern Silver Corp | $2.4M | 1.8% | −10.1% |
| CRGYCrescent Energy Company | $2.3M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Noble Corp PLCCUSIP G65431127 | December 31, 2025 | +32.1% | $1.3M |
| REPXRiley Exploration Permian In | December 31, 2025 | +24.8% | $2.8M |
| WDSWoodside Energy Group Ltd | December 31, 2025 | +23.9% | $2.1M |
| SCCOSouthern Copper Corp | December 31, 2025 | +21.5% | $2.5M |
| RIORio Tinto PLC | December 31, 2025 | +18.6% | $834K |
| CRGYCrescent Energy Company | December 31, 2025 | +17.0% | $2.3M |
| EPDEnterprise Prods Partners L | December 31, 2025 | +14.7% | $3.0M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2025 | +13.6% | $2.7M |
| ENBEnbridge Inc | December 31, 2025 | +13.3% | $1.7M |
| CCJCameco Corp | December 31, 2025 | +11.3% | $945K |
Sold off last quarter
- GDXWRoundhill Etf Trust was $807K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −16.4% | +14.8% |
| March 31, 2026 | +12.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: McAlvany Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2123857&type=13F-HR&dateb=&owner=include&count=40CIK 2123857
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2123857/000212385726000004/Filed July 23, 2026 · accession 0002123857-26-000004