§ 13F · FUND PROFILE
MinichMacGregor Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $513M (13F)Positions · 140Turnover · — · Q1Filed · Apr 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$110M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 82K | $35M | 6.2% | −16% |
| 2 | ITA | ISHARES TR | 129K | $28M | 5.0% | +23% |
| 3 | PYLD | PIMCO ETF TR | 835K | $22M | 3.9% | +8% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 381K | $21M | 3.6% | +7% |
| 5 | IEZ | ISHARES TR | 686K | $20M | 3.5% | NEW |
| 6 | SOXX | ISHARES TR | 60K | $20M | 3.5% | NEW |
| 7 | EMXC | ISHARES INC | 245K | $19M | 3.4% | +1333% |
| 8 | NVDA | NVIDIA CORPORATION | 91K | $16M | 2.8% | +9% |
| 9 | SCHX | SCHWAB STRATEGIC TR | 570K | $15M | 2.6% | +3% |
| 10 | SCHG | SCHWAB STRATEGIC TR | 484K | $14M | 2.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MINICHMACGREGOR SIGNAL
AC read
MinichMacGregor Wealth Management, LLC is a Other fund managing $513 million in assets. The fund runs a portfolio of 140 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed