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Mcalvany Wealth Management - Q4 2025 13F Filings

MC

Mcalvany Wealth Management LLC

CIK: 0002123857
Address: Colorado Durango 166 Turner Drive
$130.81 M
Portfolio Value
0
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/25/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025

No buy transactions available for this period

Top Sells

Q4 2025

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$130.03 M 0.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$781,119 0.00%

Sector Allocation (Stocks)

Mcalvany Wealth Management Q4 2025 Filing Summary

Mcalvany Wealth Management LLC filed its 13F report for Q4 2025 on March 25, 2026. The portfolio totaled 130.81 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 62.6% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Mcalvany Wealth Management’s Q4 2025 Filing

Mcalvany Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 03/25/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Mcalvany Wealth Management reported a managed portfolio value of 130.81 M, consisting of 40 individual positions.

This page displays the raw filing documents. To see which stocks Mcalvany Wealth Management bought or sold during Q4 2025, please visit Mcalvany Wealth Management's Portfolio Analysis page.