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CIK: 0001744318
Total reported value
$659.2M
$659.2M
125 檔
15.6%
The Q1 2025 SEC filing reveals that MinichMacGregor Wealth Management, LLC held a total portfolio value of $659.2M, covering 125 public equity positions.
In Q1 2025, MinichMacGregor Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 6.49% | -0.17% | +662.61% | |
| 2 | IYF | Ishares US Financials ETF | ETF-Other | 4.72% | -0.01% | +3.22% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.24% | -0.30% | +28.30% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.96% | +0.03% | -46.25% | |
| 5 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.68% | — | -30.98% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.67% | — | — | |
| 7 | IYC | Ishares US Consumer Discreti | ETF-Other | 3.38% | — | — | |
| 8 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 3.04% | -0.16% | -2.99% | |
| 9 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.86% | -2.43% | +11.28% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.74% | +0.08% | -6.45% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-Other | 2.73% | -0.03% | +1.52% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.68% | -0.01% | +96.71% | |
| 13 | IDU | Ishares US Utilities ETF | ETF-Other | 2.57% | — | — | |
| 14 | HEI | Heico CORP | Stock-Industrials | 2.30% | -0.53% | +10.67% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.25% | +0.01% | -5.67% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.15% | -0.11% | +13.34% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.14% | +0.07% | +1164.92% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.93% | +0.42% | +1.38% | |
| 19 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.92% | -0.19% | +6.15% | |
| 20 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.76% | -0.12% | +23.15% | |
| 21 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.70% | — | — | |
| 22 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.69% | — | -38.84% | |
| 23 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.64% | +0.03% | -14.10% | |
| 24 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.60% | — | -35.94% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.02% | -19.40% | |
| 26 | IAT | Ishares US Regional Banks Et | ETF-Other | 1.53% | — | +4.90% | |
| 27 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.52% | +2.12% | NEW | |
| 28 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.39% | — | -34.90% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.34% | — | — | |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.34% | -0.13% | +7.82% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 1.30% | — | -33.95% | |
| 32 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.28% | -1.75% | EXIT | |
| 33 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.25% | — | -32.33% | |
| 34 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.21% | — | -38.17% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.19% | +0.05% | NEW | |
| 36 | DT | Dynatrace Inc | Stock-Tech | 1.11% | — | — | |
| 37 | BOTZ | Global X Robotics & Artifici | ETF-Other | 1.08% | — | — | |
| 38 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.08% | +0.16% | NEW | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.06% | -0.09% | +22.06% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.05% | -0.11% | -42.94% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.91% | -1.21% | +2.04% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | +0.68% | +2.68% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.02% | -0.14% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.19% | +13.66% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.01% | +1.55% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | +0.03% | +1.51% | |
| 47 | GE | General Electric | Stock-Industrials | 0.43% | +0.09% | -0.93% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | +21.37% | |
| 49 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.22% | +0.01% | -92.01% | |
| 50 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.22% | -0.02% | +0.15% |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $659.2M across 125 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MINT, IYF, PYLD) accounted for 15.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
MINT
市值: $29.0M
During Q1 2025, MinichMacGregor Wealth Management, LLC's top holdings by market value included MINT (6.5%)、IYF (4.7%)、PYLD (4.2%). The largest single position, MINT, represented 6.5% of total portfolio value.
In Q1 2025, MinichMacGregor Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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