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CIK: 0001744318
Total reported value
$659.2M
$659.2M
136 檔
18.8%
According to the latest 13F quarterly dataset, MinichMacGregor Wealth Management, LLC managed an equity portfolio of $659.2M at the end of Q4 2025, spanning 136 distinct U.S. exchange-listed positions.
In Q4 2025, MinichMacGregor Wealth Management, LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 6.97% | -1.21% | -5.02% | |
| 2 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 4.08% | -2.43% | -0.35% | |
| 3 | SLV | Ishares Silver Trust | ETF-Commodities | 3.96% | -0.04% | EXIT | |
| 4 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.75% | -0.30% | +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% | -0.11% | +6.44% | |
| 7 | IYF | Ishares US Financials ETF | ETF-Other | 3.02% | -0.01% | +8.96% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.01% | -0.62% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.76% | +0.03% | +0.08% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.69% | -0.01% | +2.79% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.08% | -8.93% | |
| 12 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.40% | +2.12% | NEW | |
| 13 | VIS | Vanguard Industrials ETF | ETF-Other | 2.36% | -0.03% | +1.28% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | +0.68% | +185.27% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 2.19% | -2.27% | -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% | — | -0.31% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 2.08% | +0.42% | +3.39% | |
| 19 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.04% | -0.16% | +7.06% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.03% | -0.17% | +9.85% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.03% | +0.02% | -0.10% | |
| 22 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.01% | +0.03% | +2.93% | |
| 23 | HEI | Heico CORP | Stock-Industrials | 1.87% | -0.53% | +21.19% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.74% | -0.11% | +5.04% | |
| 25 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.71% | -0.19% | +7.41% | |
| 26 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.65% | -0.12% | +2.92% | |
| 27 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.62% | -0.05% | +13.07% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.60% | +0.05% | NEW | |
| 29 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.60% | -1.75% | EXIT | |
| 30 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.28% | -0.11% | +17.37% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.08% | -20.49% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.23% | -0.15% | +4.54% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -1.16% | +18.63% | |
| 34 | STLD | Steel Dynamics Inc | Stock-Materials | 1.17% | -0.17% | — | |
| 35 | CTAS | Cintas CORP | Stock-Industrials | 1.10% | — | +36.28% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.10% | -0.13% | +2.80% | |
| 37 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.04% | — | — | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.03% | -1.20% | EXIT | |
| 39 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 0.98% | — | — | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.83% | -0.09% | +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% | -0.02% | +0.38% | |
| 44 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.71% | +0.86% | +215.17% | |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.64% | -0.20% | +130.43% | |
| 46 | GE | General Electric | Stock-Industrials | 0.55% | +0.09% | -0.35% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.19% | -0.85% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.03% | +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% | -0.01% | +2.13% |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $659.2M 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 18.8% 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 50 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 9 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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