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CIK: 0001744318
Total reported value
$620.1M
$620.1M
136 檔
20.0%
According to the latest 13F quarterly dataset, MinichMacGregor Wealth Management, LLC managed an equity portfolio of $620.1M at the end of Q4 2025, spanning 136 distinct U.S. exchange-listed positions.
MinichMacGregor Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 18 new positions while fully exiting 22 holdings and trimming 56 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 6.97% | -1.23% | -5.02% | |
| 2 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 4.08% | -2.44% | -0.35% | |
| 3 | SLV | Ishares Silver Trust | ETF-Commodities | 3.96% | — | — | |
| 4 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.75% | +0.21% | +7.94% | |
| 5 | IYC | Ishares US Consumer Discreti | ETF-Other | 3.73% | — | +3.31% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.47% | -0.65% | +6.44% | |
| 7 | IYF | Ishares US Financials ETF | ETF-Other | 3.02% | — | +8.96% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.70% | -0.62% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.76% | +0.33% | +0.08% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.69% | +0.23% | +2.79% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | -0.01% | -8.93% | |
| 12 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.40% | +0.89% | +2.18% | |
| 13 | VIS | Vanguard Industrials ETF | ETF-Other | 2.36% | -0.13% | +1.28% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | +0.04% | +185.27% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 2.19% | +0.24% | -1.97% | |
| 16 | IDU | Ishares US Utilities ETF | ETF-Other | 2.17% | — | +4.30% | |
| 17 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.11% | +0.12% | -0.31% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 2.08% | -0.63% | +3.39% | |
| 19 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.04% | +0.19% | +7.06% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.03% | -0.53% | +9.85% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.19% | -0.10% | |
| 22 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.01% | -2.11% | +2.93% | |
| 23 | HEI | Heico CORP | Stock-Industrials | 1.87% | -0.09% | +21.19% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.74% | +0.14% | +5.04% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.71% | +0.10% | +7.41% | |
| 26 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.65% | +0.14% | +2.92% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.62% | +0.13% | +13.07% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.60% | — | +9.17% | |
| 29 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.60% | — | -18.79% | |
| 30 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.28% | +0.07% | +17.37% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.11% | -20.49% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.23% | -1.07% | EXIT | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | — | +18.63% | |
| 34 | STLD | Steel Dynamics Inc | Stock-Materials | 1.17% | +0.07% | — | |
| 35 | CTAS | Cintas CORP | Stock-Industrials | 1.10% | — | +36.28% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.10% | +0.08% | +2.80% | |
| 37 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.04% | — | — | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.03% | — | +6.99% | |
| 39 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.98% | +0.04% | NEW | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.83% | +0.04% | +3.21% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.81% | — | +3.47% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.77% | — | +436.66% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.18% | +0.38% | |
| 44 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.71% | -1.57% | +215.17% | |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.64% | +0.18% | +130.43% | |
| 46 | GE | General Electric | Stock-Industrials | 0.55% | -0.11% | -0.35% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | +0.02% | -0.85% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.01% | +143.19% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.01% | +6.21% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | +2.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | +185.27% | Add |
| 2 | ICLN | Ishares Global Clean Energy | +0.5% | +215.17% | Add |
| 3 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.3% | +130.43% | Add |
| 4 | MAR | Marriott International -cl A | +0.3% | +17.37% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +143.19% | Add |
| 6 | HEI | Heico CORP | +0.2% | +21.19% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.93% | Trim |
| 8 | KLAC | Kla CORP | +0.2% | +3.39% | Add |
| 9 | VGK | Vanguard Ftse Europe ETF | +0.2% | +13.07% | Add |
| 10 | CTAS | Cintas CORP | +0.2% | +36.28% | Add |
| 11 | FTXL | First Trust Nasdaq Semicondu | +0.1% | +224.30% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.63% | Add |
| 13 | IYF | Ishares US Financials ETF | +0.1% | +8.96% | Add |
| 14 | TJX | Tjx Companies Inc | 0% | +4.54% | Add |
| 15 | GOOG | Alphabet Inc-cl C | 0% | +39.57% | Add |
| 16 | IAU | Ishares Gold Trust | 0% | -1.97% | Trim |
| 17 | MINT | Pimco Enhanced Short Maturit | 0% | +9.85% | Add |
| 18 | WFC | Wells Fargo & Co | 0% | +30.93% | Add |
| 19 | AMD | Advanced Micro Devices | 0% | -1.07% | Trim |
| 20 | AXP | American Express Co | 0% | +12.55% | Add |
| 21 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +8.38% | Add |
| 23 | CSCO | Cisco Systems Inc | 0% | +0.43% | Add |
| 24 | AAPL | Apple Inc | — | +0.38% | Add |
| 25 | JPM | Jpmorgan Chase & Co | — | +6.21% | Add |
| 26 | AMZN | Amazon.com Inc | — | +2.13% | Add |
| 27 | RIG | Transocean Ltd. | — | — | Unchanged |
| 28 | BNY | Bank Of New York Mellon CORP | — | +6.12% | Add |
| 29 | VUG | Vanguard Growth ETF | — | +7.01% | Add |
| 30 | CCJ | Cameco CORP | — | -1.99% | Trim |
| 31 | LLY | Eli Lilly & Co | — | -25.36% | Trim |
| 32 | ADX | Adams Diversified Equity | — | -88.59% | Trim |
| 33 | IBM | Intl Business Machines CORP | — | +2.47% | Add |
| 34 | RTX | Rtx CORP | — | -0.71% | Trim |
| 35 | GEHC | GE Healthcare Technology | — | -2.96% | Trim |
| 36 | BAC | Bank Of America CORP | — | -2.44% | Trim |
| 37 | RSP | Invesco S&p 500 Equal Weight | — | +1.02% | Add |
| 38 | XOM | Exxon Mobil CORP | — | -3.61% | Trim |
| 39 | OCCI | Ofs Credit Company Inc | — | -1.00% | Trim |
| 40 | MPLX | Mplx LP | — | -8.89% | Trim |
| 41 | TQQQ | Proshares Ultrapro Qqq | — | +100.00% | Add |
| 42 | EMR | Emerson Electric Co | — | -2.53% | Trim |
| 43 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 44 | QTEC | First Trust Nasdq 100 Tech I | — | -0.78% | Trim |
| 45 | IBDW | Ishares Ibonds Dec 2031 CORP | — | — | Unchanged |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | — | — | Unchanged |
| 47 | IBDU | Ishares Ibonds Dec 2029 Term | — | — | Unchanged |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | — | Unchanged |
| 49 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +7.41% | Add |
| 50 | GEV | GE Vernova Inc | 0% | -0.68% | Trim |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $620.1M across 136 disclosed positions in Q4 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, SLV) accounted for 20.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLV
市值: $21.8M
Top Position Liquidated / Trimmed
ISHG
前期市值: $9.3M
During Q4 2025, MinichMacGregor Wealth Management, LLC's top holdings by market value included GLD (7.0%)、ITA (4.1%)、SLV (4.0%). The largest single position, GLD, represented 7.0% of total portfolio value.
In Q4 2025, MinichMacGregor Wealth Management, LLC made 148 total portfolio adjustments, initiating 18 new buys, adding to 52 positions, trimming 56 holdings, and fully liquidating 22 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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