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CIK: 0001744318
Total reported value
$659.2M
$659.2M
140 檔
17.6%
During the Q3 2025 filing period, MinichMacGregor Wealth Management, LLC (CIK: 0001744318) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $659.2M across 140 reported positions.
MinichMacGregor Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 13 new positions while fully exiting 10 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 7.09% | -1.21% | +40.45% | |
| 2 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 4.29% | -2.43% | +24.68% | |
| 3 | IYC | Ishares US Consumer Discreti | ETF-Other | 3.95% | — | +0.85% | |
| 4 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.77% | -0.30% | +0.25% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.53% | -0.11% | +48.04% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.09% | +0.01% | +2.48% | |
| 7 | IYF | Ishares US Financials ETF | ETF-Other | 2.93% | -0.01% | +3.06% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.90% | +0.03% | +51.62% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.76% | -0.01% | -0.91% | |
| 10 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.75% | +2.12% | NEW | |
| 11 | KTOS | Kratos Defense & Security | Stock-Industrials | 2.54% | -1.75% | EXIT | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.49% | -0.03% | -5.79% | |
| 13 | IDU | Ishares US Utilities ETF | ETF-Other | 2.29% | — | -0.53% | |
| 14 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.25% | — | +1.48% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.21% | +0.08% | +2128.84% | |
| 16 | IAU | Ishares Gold Trust | ETF-Commodities | 2.16% | -2.27% | +2.79% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.02% | +1.98% | |
| 18 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.07% | -0.16% | -14.66% | |
| 19 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.07% | +0.03% | +2.49% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.00% | -0.17% | -41.23% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.92% | +0.42% | +4.23% | |
| 22 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.87% | — | +3.50% | |
| 23 | ISHG | Ishares -3 Year Internationa | ETF-Other | 1.81% | — | -18.52% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.79% | -0.11% | -4.04% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.75% | +0.05% | NEW | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.72% | -0.19% | +0.73% | |
| 27 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.70% | -0.12% | -0.77% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 1.66% | -0.53% | +4.66% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.08% | -25.54% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.47% | -0.05% | -47.74% | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.23% | -1.20% | EXIT | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.19% | -0.15% | +3.54% | |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.15% | -0.13% | -1.69% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -1.16% | +5.18% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.99% | — | — | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.99% | -0.11% | +5.83% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.95% | — | +4.56% | |
| 38 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.94% | — | — | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.93% | — | — | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | +0.68% | -1.30% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.87% | -0.09% | -3.35% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.73% | -0.02% | +13.82% | |
| 43 | FTNT | Fortinet Inc | Stock-Tech | 0.68% | — | — | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.59% | -0.19% | +0.39% | |
| 45 | GE | General Electric | Stock-Industrials | 0.58% | +0.09% | +2.42% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | +14.21% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.01% | +49.19% | |
| 48 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.33% | -0.20% | — | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.30% | +0.05% | -3.03% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | — | +14.34% |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $659.2M across 140 disclosed positions in Q3 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, ITA, IYC) accounted for 17.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
VWO
市值: $18.1M
Top Position Liquidated / Trimmed
MOAT
前期市值: $16.4M
During Q3 2025, MinichMacGregor Wealth Management, LLC's top holdings by market value included GLD (7.1%)、ITA (4.3%)、IYC (4.0%). The largest single position, GLD, represented 7.1% of total portfolio value.
In Q3 2025, MinichMacGregor Wealth Management, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 13 positions, trimming 14 holdings, and fully liquidating 10 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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