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McAlvany Wealth Management LLC
Updated 7 days agoManaged by Mcalvany Wealth Management Llc • Latest filing Q3 2026
Portfolio value
$164.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $130.8M |
| Q1 2026 | $148.6M |
| Q2 2026 | $133.7M |
| Q3 2026 | $164.7M |
Top holdings
47 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $14M | 59.1K | 8.47% | — | |
| 2 | $11.4M | 138.2K | 6.89% | — | |
| 3 | $8.4M | 46.0K | 5.12% | — | |
| 4 | $7.7M | 141.6K | 4.69% | — | |
| 5 | $6.7M | 1.28M | 4.06% | — | |
| 6 | $6.6M | 52.4K | 3.98% | — | |
| 7 | ? N/A AMPLIFY ETF TR | $6.3M | 232.6K | 3.85% | — |
| 8 | $6.3M | 203.1K | 3.80% | — | |
| 9 | $5.6M | 152.2K | 3.42% | — | |
| 10 | $5.6M | 173.8K | 3.42% | — | |
| 11 | $5.6M | 23.5K | 3.40% | — | |
| 12 | $5.2M | 3.16M | 3.18% | — | |
| 13 | $4.6M | 908.9K | 2.77% | — | |
| 14 | $4.2M | 31.7K | 2.57% | — | |
| 15 | $4M | 82.3K | 2.43% | — | |
| 16 | $3.8M | 18.7K | 2.32% | — | |
| 17 | $3.7M | 9.7K | 2.25% | — | |
| 18 | $3.6M | 89.6K | 2.18% | — | |
| 19 | $3.5M | 102.0K | 2.13% | — | |
| 20 | $3.4M | 264.3K | 2.07% | — |