McAlvany Wealth Management LLC
All 13F Filings
- Location
- Durango, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 164,720
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 47 | 164,720 | 13F-HR | McAlvany Wealth Management LLC |
| Q2 2026 | 7/23/2026 | 48 | 133,676 | 13F-HR | McAlvany Wealth Management LLC |
| Q1 2026 | 5/6/2026 | 41 | 148,480 | 13F-HR/A - RESTATEMENT | McAlvany Wealth Management LLC |
| Q1 2026 | 4/15/2026 | 42 | 148,642 | 13F-HR | McAlvany Wealth Management LLC |
| Q4 2025 | 3/25/2026 | 40 | 130,813 | 13F-HR | McAlvany Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 130 K | 78.9% | 27.03 K | 0 | 27.03 K |
| ETFs | 34.67 K | 21.1% | 4.017 K | 0 | 4.017 K |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
164,720
Holdings
47
QoQ value change ($000)
31,044
(23.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.