13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001744318
Total reported value
$659.2M
$659.2M
136 檔
19.1%
As reported in its official Q1 2026 Form 13F filing, MinichMacGregor Wealth Management, LLC's tracked investment portfolio stood at $659.2M with 136 total positions.
MinichMacGregor Wealth Management, LLC executed strategic sector rebalancing during Q1 2026, establishing 26 new positions while fully exiting 26 holdings and trimming 55 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 6.22% | -1.21% | -15.64% | |
| 2 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 4.96% | -2.43% | +22.63% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.86% | -0.30% | +7.54% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.63% | -0.11% | +6.89% | |
| 5 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 3.51% | -3.51% | EXIT | |
| 6 | SOXX | Ishares Semiconductor ETF | ETF-Other | 3.49% | +0.67% | — | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.40% | +0.07% | +1333.38% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.81% | +0.01% | +8.86% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.58% | -0.01% | +3.40% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.49% | +0.03% | +3.74% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-Other | 2.44% | -0.03% | +1.25% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 2.32% | -2.27% | +0.35% | |
| 13 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.21% | -0.16% | +12.03% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.21% | -0.17% | +11.65% | |
| 15 | ROBO | Robo Global Robotics And Aut | ETF-Other | 2.21% | +0.07% | — | |
| 16 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.17% | +0.03% | +11.53% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +0.02% | +10.60% | |
| 18 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 2.08% | +0.61% | — | |
| 19 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.02% | — | +7.42% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.94% | -0.05% | +24.88% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.93% | +0.42% | -21.16% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.08% | -10.61% | |
| 23 | RAAX | Vaneck Real Assets ETF | ETF-Other | 1.89% | -0.29% | — | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.82% | -0.11% | +6.92% | |
| 25 | HEI | Heico CORP | Stock-Industrials | 1.77% | -0.53% | +14.59% | |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.76% | -0.19% | +6.83% | |
| 27 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.75% | -1.75% | EXIT | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | +0.68% | -0.06% | |
| 29 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.63% | -0.12% | +3.13% | |
| 30 | ICLN | Ishares Global Clean Energy | ETF-Other | 1.51% | +0.86% | +95.58% | |
| 31 | IGE | Ishares North American Natur | ETF-Other | 1.41% | -1.41% | EXIT | |
| 32 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.23% | -0.11% | -6.68% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.22% | -0.15% | -2.21% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.22% | -1.16% | +8.25% | |
| 35 | VLO | Valero Energy CORP | Stock-Energy | 1.21% | +0.07% | — | |
| 36 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.20% | -1.20% | EXIT | |
| 37 | STLD | Steel Dynamics Inc | Stock-Materials | 1.19% | -0.17% | -2.46% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | +0.08% | -2.27% | |
| 39 | SLB | Slb LTD | Stock-Energy | 1.10% | -0.05% | — | |
| 40 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.10% | -0.13% | +3.78% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 1.06% | -1.06% | EXIT | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.89% | -0.09% | +10.29% | |
| 43 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.71% | -0.20% | +5.80% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.19% | -1.75% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.63% | -0.02% | -4.25% | |
| 46 | GE | General Electric | Stock-Industrials | 0.45% | +0.09% | -9.08% | |
| 47 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.45% | -0.45% | EXIT | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.38% | +0.05% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | -15.55% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.01% | -12.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +3.2% | +1333.38% | Add |
| 2 | ITA | Ishares U.s. Aerospace & Def | +0.9% | +22.63% | Add |
| 3 | ICLN | Ishares Global Clean Energy | +0.8% | +95.58% | Add |
| 4 | VGK | Vanguard Ftse Europe ETF | +0.3% | +24.88% | Add |
| 5 | MINT | Pimco Enhanced Short Maturit | +0.2% | +11.65% | Add |
| 6 | HYGH | Ishares Int Rate Hedg Hy ETF | +0.2% | +12.03% | Add |
| 7 | ORLY | O'reilly Automotive Inc | +0.2% | +17.66% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.89% | Add |
| 9 | IYJ | Ishares U.s. Industrials ETF | +0.2% | +11.53% | Add |
| 10 | KTOS | Kratos Defense & Security | +0.2% | +21.00% | Add |
| 11 | IAU | Ishares Gold Trust | +0.1% | +0.35% | Add |
| 12 | PYLD | Pimco Multisector Bond Actv | +0.1% | +7.54% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.1% | -1.75% | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 15 | VIS | Vanguard Industrials ETF | +0.1% | +1.25% | Add |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +6.92% | Add |
| 17 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +5.80% | Add |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +10.29% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +86.12% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.60% | Add |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +6.83% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +45.19% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +37.33% | Add |
| 24 | RIG | Transocean Ltd. | +0.1% | +33.33% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +64.78% | Add |
| 26 | CVX | Chevron CORP | 0% | -5.06% | Trim |
| 27 | T | At&t Inc | 0% | -0.43% | Trim |
| 28 | CCJ | Cameco CORP | 0% | -1.10% | Trim |
| 29 | STLD | Steel Dynamics Inc | 0% | -2.46% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.25% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | +8.98% | Add |
| 32 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 33 | APA | Apa CORP | 0% | -27.89% | Trim |
| 34 | WMB | Williams Cos Inc | 0% | -1.92% | Trim |
| 35 | PRFD | Pimco Pref And Cap Sec Act | 0% | +15.64% | Add |
| 36 | QYLD | Global X Nasd 100 Cov Call | 0% | +14.94% | Add |
| 37 | PBD | Invesco Global Clean Energy | 0% | -6.44% | Trim |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | — | +3.78% | Add |
| 39 | STX | Seagate Technology Holdings plc | — | -19.37% | Trim |
| 40 | PSI | Invesco Semiconductors ETF | — | -10.34% | Trim |
| 41 | PLUG | Plug Power Inc | — | +0.22% | Add |
| 42 | MPLX | Mplx LP | — | -2.77% | Trim |
| 43 | FCEL | Fuelcell Energy Inc | — | — | Unchanged |
| 44 | RTX | Rtx CORP | — | -7.84% | Trim |
| 45 | BNY | Bank Of New York Mellon CORP | — | -0.73% | Trim |
| 46 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 47 | FXR | First Trust Indst/producers | — | — | Unchanged |
| 48 | IBDW | Ishares Ibonds Dec 2031 CORP | — | — | Unchanged |
| 49 | MS | Morgan Stanley | — | +7.09% | Add |
| 50 | IBDU | Ishares Ibonds Dec 2029 Term | — | — | Unchanged |
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 Q1 2026.
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, PYLD) accounted for 19.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
IEZ
市值: $19.9M
Top Position Liquidated / Trimmed
IYC
前期市值: $20.6M
During Q1 2026, MinichMacGregor Wealth Management, LLC's top holdings by market value included GLD (6.2%)、ITA (5.0%)、PYLD (3.9%). The largest single position, GLD, represented 6.2% of total portfolio value.
In Q1 2026, MinichMacGregor Wealth Management, LLC made 148 total portfolio adjustments, initiating 26 new buys, adding to 41 positions, trimming 55 holdings, and fully liquidating 26 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.