McAlvany Wealth Management LLC
All 13F Filings
- Location
- Durango, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 133,676
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 103 K | 77.1% | 0 | 7.921 K | -7.921 K |
| ETFs | 30.66 K | 22.9% | 0 | 6.888 K | -6.888 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
133,676
Holdings
48
QoQ value change ($000)
-14,804
(-10.0%)
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.