§ 13F · FUND PROFILE
MinichMacGregor Wealth Management, LLC.
AUM · $659M (13F)Positions · 150Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$97M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | 90K | $33M | 5.0% | +9% |
| 2 | SOXX | ISHARES TR | 43K | $27M | 4.2% | −29% |
| 3 | PYLD | PIMCO ETF TR | 884K | $23M | 3.6% | +6% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 388K | $23M | 3.5% | +2% |
| 5 | EMXC | ISHARES INC | 223K | $23M | 3.5% | −9% |
| 6 | IYZ | ISHARES TR | 497K | $21M | 3.2% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 93K | $19M | 2.8% | +2% |
| 8 | XTL | SPDR SERIES TRUST | 78K | $18M | 2.7% | +24% |
| 9 | SCHX | SCHWAB STRATEGIC TR | 575K | $17M | 2.6% | +1% |
| 10 | ITA | ISHARES TR | 69K | $17M | 2.5% | −46% |
§ 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 $659 million in assets. The fund runs a portfolio of 150 positions.
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