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Robert Draper

Mcalvany Wealth Management Llc

Assets Managed
$148.48M
Holdings
41
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
13.51%(2Q avg: 6.76%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcalvany Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Mcalvany Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 148.48M in assets, with a quarterly growth rate of 13.51% and a 2-quarter average growth rate of 6.76%. The portfolio is managed by Robert Draper, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -1.49%
9.57%
$14.209M
159,084 shares@ $89.33 avg price
RGLD
Royal Gold Inc
Recent Activity
Increased 9.33%
7.98%
$11.849M
49,626 shares@ $238.76 avg price
SLV
Ishares Silver Trust
Recent Activity
Decreased -57.54%
6.46%
$9.587M
150,926 shares@ $63.53 avg price
COP
Conocophillips
Recent Activity
Increased 60.63%
4.31%
$6.388M
48,071 shares@ $132.9 avg price
RRC
Range Resources Corp
Recent Activity
Increased 65.18%
4.29%
$6.368M
137,812 shares@ $46.22 avg price
AEM
Agnico Eagle Mines Ltd
Recent Activity
Decreased -12.24%
4.21%
$6.244M
32,547 shares@ $191.86 avg price
FNV
Franco-nevada Corp
Recent Activity
Increased 5.52%
3.73%
$5.534M
23,690 shares@ $233.6 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -8.61%
3.41%
$5.052M
12,187 shares@ $414.58 avg price
TFPM
Triple Flag Precious Met
Recent Activity
Decreased -19.34%
3.3%
$4.894M
148,877 shares@ $32.88 avg price
AGI
Alamos Gold Inc-class A
Recent Activity
Increased 18.38%
3%
$4.446M
106,493 shares@ $41.76 avg price

1-10 of 41