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CIK: 0001744318
Total reported value
$659.2M
$659.2M
125 檔
14.4%
According to the latest 13F quarterly dataset, MinichMacGregor Wealth Management, LLC managed an equity portfolio of $659.2M at the end of Q2 2025, spanning 125 distinct U.S. exchange-listed positions.
MinichMacGregor Wealth Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 8 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 4.74% | -1.21% | +418.90% | |
| 2 | IYC | Ishares US Consumer Discreti | ETF-Other | 4.08% | — | +12.11% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.07% | -0.30% | -0.06% | |
| 4 | IGOV | Ishares International Treasu | ETF-Other | 3.74% | — | — | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.72% | -0.17% | -39.95% | |
| 6 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 3.40% | -2.43% | +1.36% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.00% | -0.05% | — | |
| 8 | IYF | Ishares US Financials ETF | ETF-Other | 2.98% | -0.01% | -38.44% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.83% | -0.01% | -0.03% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | +0.01% | -10.01% | |
| 11 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.76% | +2.12% | NEW | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.74% | -0.03% | -7.04% | |
| 13 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.65% | -0.16% | -10.28% | |
| 14 | ISHG | Ishares -3 Year Internationa | ETF-Other | 2.45% | — | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.39% | -0.11% | — | |
| 16 | IDU | Ishares US Utilities ETF | ETF-Other | 2.38% | — | -5.79% | |
| 17 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.32% | — | +25.60% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | +0.08% | -22.17% | |
| 19 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.16% | +0.03% | +26.33% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.02% | +27.34% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.04% | -0.11% | -0.53% | |
| 22 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.99% | — | +26.20% | |
| 23 | IAU | Ishares Gold Trust | ETF-Commodities | 1.97% | -2.27% | +3754.50% | |
| 24 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.97% | -1.75% | EXIT | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.92% | +0.03% | -56.42% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.85% | -0.19% | -0.30% | |
| 27 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.79% | -0.12% | -0.58% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 1.77% | -0.53% | -34.53% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.07% | -9.59% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.68% | +0.42% | -30.88% | |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.28% | -0.13% | -1.07% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.11% | +0.05% | NEW | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -1.16% | +1754.18% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.09% | -1.20% | EXIT | |
| 35 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.09% | — | -8.47% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.08% | -0.15% | — | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 1.08% | — | -19.71% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.07% | -0.11% | -6.84% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.99% | -0.09% | -3.11% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | +0.68% | -12.62% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.83% | — | -77.74% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.19% | -1.01% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.02% | -11.23% | |
| 44 | GE | General Electric | Stock-Industrials | 0.53% | +0.09% | -0.29% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | — | -69.14% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | -16.86% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.29% | +0.05% | +0.66% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | -0.01% | -54.16% | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.24% | -0.06% | +15.69% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.03% | -54.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +3.8% | +418.90% | Add |
| 2 | IGOV | Ishares International Treasu | +3.7% | NEW | New buy |
| 3 | VGK | Vanguard Ftse Europe ETF | +3% | NEW | New buy |
| 4 | ISHG | Ishares -3 Year Internationa | +2.5% | NEW | New buy |
| 5 | VWO | Vanguard Ftse Emerging Marke | +2.4% | NEW | New buy |
| 6 | IAU | Ishares Gold Trust | +1.9% | +3754.50% | Add |
| 7 | IGV | Ishares Expanded Tech-softwa | +1.2% | +54.72% | Add |
| 8 | ORLY | O'reilly Automotive Inc | +1.1% | NEW | New buy |
| 9 | TJX | Tjx Companies Inc | +1.1% | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +1754.18% | Add |
| 11 | IAI | Ishares U.s. Broker-dealers | +0.7% | +25.60% | Add |
| 12 | IYC | Ishares US Consumer Discreti | +0.7% | +12.11% | Add |
| 13 | KTOS | Kratos Defense & Security | +0.7% | +2.66% | Add |
| 14 | NVDA | Nvidia CORP | +0.6% | -10.01% | Trim |
| 15 | ITA | Ishares U.s. Aerospace & Def | +0.5% | +1.36% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.5% | +27.34% | Add |
| 17 | IYJ | Ishares U.s. Industrials ETF | +0.5% | +26.33% | Add |
| 18 | IAK | Ishares U.s. Insurance ETF | +0.3% | +26.20% | Add |
| 19 | LEU | Centrus Energy Corp-class A | +0.2% | NEW | New buy |
| 20 | SCHX | Schwab US Large-cap ETF | +0.2% | -0.03% | Trim |
| 21 | QQXT | First Trust Nasdaq-100 Ex-te | +0.1% | NEW | New buy |
| 22 | GEV | GE Vernova Inc | +0.1% | +0.66% | Add |
| 23 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 24 | GE | General Electric | +0.1% | -0.29% | Trim |
| 25 | MSFT | Microsoft CORP | +0.1% | -12.62% | Trim |
| 26 | DAUG | Ft Vest U.s. Equity Deep Buf | 0% | -0.58% | Trim |
| 27 | VIS | Vanguard Industrials ETF | 0% | -7.04% | Trim |
| 28 | AAPL | Apple Inc | -0.2% | -11.23% | Trim |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -54.73% | Trim |
| 30 | CTAS | Cintas CORP | -0.2% | -19.71% | Trim |
| 31 | AMZN | Amazon.com Inc | -0.3% | -54.16% | Trim |
| 32 | KLAC | Kla CORP | -0.3% | -30.88% | Trim |
| 33 | MRSH | Marsh & Mclennan Cos | -0.3% | -8.47% | Trim |
| 34 | HYGH | Ishares Int Rate Hedg Hy ETF | -0.4% | -10.28% | Trim |
| 35 | LLY | Eli Lilly & Co | -0.4% | -9.59% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -22.17% | Trim |
| 37 | HEI | Heico CORP | -0.5% | -34.53% | Trim |
| 38 | AGG | Ishares Core U.s. Aggregate | -0.9% | -69.14% | Trim |
| 39 | BOTZ | Global X Robotics & Artifici | -1.1% | EXIT | Sold out |
| 40 | QTEC | First Trust Nasdq 100 Tech I | -1.1% | EXIT | Sold out |
| 41 | DT | Dynatrace Inc | -1.1% | EXIT | Sold out |
| 42 | TSCO | Tractor Supply Company | -1.2% | EXIT | Sold out |
| 43 | XMMO | Invesco S&p Midcap Momentum | -1.3% | EXIT | Sold out |
| 44 | IAT | Ishares US Regional Banks Et | -1.5% | EXIT | Sold out |
| 45 | CHD | Church & Dwight Co Inc | -1.7% | EXIT | Sold out |
| 46 | IYF | Ishares US Financials ETF | -1.7% | -38.44% | Trim |
| 47 | SCHG | Schwab US Large-cap Growth | -2% | -56.42% | Trim |
| 48 | MINT | Pimco Enhanced Short Maturit | -2.8% | -39.95% | Trim |
| 49 | MOAT | Vaneck Morningstar Wide Moat | -2.9% | -77.74% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | -3.7% | EXIT | Sold out |
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 Q2 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 GLD, IYC, PYLD) accounted for 14.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
IGOV
市值: $17.5M
Top Position Liquidated / Trimmed
SCHD
前期市值: $16.4M
During Q2 2025, MinichMacGregor Wealth Management, LLC's top holdings by market value included GLD (4.7%)、IYC (4.1%)、PYLD (4.1%). The largest single position, GLD, represented 4.7% of total portfolio value.
In Q2 2025, MinichMacGregor Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 12 positions, trimming 21 holdings, and fully liquidating 8 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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