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CIK: 0001744318
Total reported value
$620.1M
$620.1M
150 檔
20.9%
In Q2 2026, MinichMacGregor Wealth Management, LLC's U.S. equity holdings reached a combined market value of $620.1M, distributed across 150 disclosed stock positions.
In Q2 2026, MinichMacGregor Wealth Management, LLC displayed an active expansion posture, initiating 34 new positions and adding to 58 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 5.01% | -1.23% | +9.42% | |
| 2 | SOXX | Ishares Semiconductor ETF | ETF-Other | 4.16% | -4.13% | -28.63% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.56% | +0.21% | +5.84% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.52% | -0.65% | +2.06% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.47% | -0.71% | -8.82% | |
| 6 | IYZ | Ishares US Telecommunication | ETF-Other | 3.19% | +0.16% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.70% | +2.01% | |
| 8 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 2.69% | -0.06% | +24.46% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.57% | +0.23% | +0.81% | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 2.53% | -2.44% | -46.42% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.52% | +0.33% | +1.55% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 2.41% | -0.13% | -0.34% | |
| 13 | ICLN | Ishares Global Clean Energy | ETF-Other | 2.37% | -1.57% | +63.24% | |
| 14 | KLAC | Kla CORP | Stock-Tech | 2.35% | -0.63% | +589.39% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | +0.04% | +62.51% | |
| 16 | ROBO | Robo Global Robotics And Aut | ETF-Other | 2.28% | -2.28% | EXIT | |
| 17 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.20% | -2.11% | +4.11% | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 2.12% | +0.89% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.10% | +0.19% | +2.33% | |
| 20 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-Other | 2.05% | +0.19% | +6.47% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.04% | -0.53% | +7.17% | |
| 22 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.02% | +0.12% | +8.62% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.01% | -0.01% | -2.48% | |
| 24 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 1.99% | +0.06% | — | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.89% | +0.13% | +5.46% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | -0.05% | +3546.99% | |
| 27 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.77% | -0.29% | — | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.71% | +0.14% | +9.38% | |
| 29 | RAAX | Vaneck Real Assets ETF | ETF-Other | 1.60% | +0.13% | +1.03% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.57% | -1.57% | EXIT | |
| 31 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.57% | +0.10% | +4.04% | |
| 32 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.51% | +0.14% | +0.38% | |
| 33 | CEG | Constellation Energy | Stock-Utilities | 1.44% | -0.28% | — | |
| 34 | VLO | Valero Energy CORP | Stock-Energy | 1.28% | +0.71% | +16.04% | |
| 35 | HEI | Heico CORP | Stock-Industrials | 1.24% | -0.09% | -37.54% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.21% | +0.11% | +8.02% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.12% | +0.07% | -6.34% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.07% | -1.07% | EXIT | |
| 39 | SLB | Slb LTD | Stock-Energy | 1.05% | -1.05% | EXIT | |
| 40 | STLD | Steel Dynamics Inc | Stock-Materials | 1.01% | +0.07% | -22.34% | |
| 41 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.97% | +0.08% | +2.59% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.80% | +0.04% | +4.78% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.76% | -0.22% | — | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.18% | -2.16% | |
| 45 | GE | General Electric | Stock-Industrials | 0.54% | -0.11% | +5.41% | |
| 46 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.51% | +0.18% | -3.65% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.44% | +0.02% | -5.11% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.43% | -0.07% | -3.46% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.31% | -0.31% | EXIT | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.01% | -1.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IYZ | Ishares US Telecommunication | +3.2% | NEW | New buy |
| 2 | IGV | Ishares Expanded Tech-softwa | +2.1% | NEW | New buy |
| 3 | IDGT | Ishares US Dgtl Infra & R/e | +2% | NEW | New buy |
| 4 | AVGO | Broadcom Inc | +1.8% | +3546.99% | Add |
| 5 | CDNS | Cadence Design Sys Inc | +1.8% | NEW | New buy |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.6% | NEW | New buy |
| 7 | CEG | Constellation Energy | +1.4% | NEW | New buy |
| 8 | ICLN | Ishares Global Clean Energy | +0.9% | +63.24% | Add |
| 9 | AMAT | Applied Materials Inc | +0.8% | NEW | New buy |
| 10 | MSFT | Microsoft CORP | +0.7% | +62.51% | Add |
| 11 | SOXX | Ishares Semiconductor ETF | +0.7% | -28.63% | Trim |
| 12 | XTL | Ss Spdr S&p Telecom ETF | +0.6% | +24.46% | Add |
| 13 | KLAC | Kla CORP | +0.4% | +589.39% | Add |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | NEW | New buy |
| 15 | NUKZ | Range Nuclear Renaissance | +0.2% | NEW | New buy |
| 16 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | NEW | New buy |
| 17 | AMD | Advanced Micro Devices | +0.1% | -14.16% | Trim |
| 18 | MU | Micron Technology Inc | +0.1% | +0.56% | Add |
| 19 | FXL | First Trust Technology Alpha | +0.1% | NEW | New buy |
| 20 | FCEL | Fuelcell Energy Inc | +0.1% | +99.87% | Add |
| 21 | GE | General Electric | +0.1% | +5.41% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.48% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.02% | Add |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -8.82% | Trim |
| 25 | ROBO | Robo Global Robotics And Aut | +0.1% | -4.11% | Trim |
| 26 | VLO | Valero Energy CORP | +0.1% | +16.04% | Add |
| 27 | LLY | Eli Lilly & Co | +0.1% | +69.75% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +69.20% | Add |
| 29 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 30 | TQQQ | Proshares Ultrapro Qqq | +0.1% | NEW | New buy |
| 31 | IBB | Ishares Biotechnology ETF | +0.1% | NEW | New buy |
| 32 | STX | Seagate Technology Holdings plc | +0.1% | +2.10% | Add |
| 33 | IGPT | Invesco Ai And Next Gen Soft | +0.1% | NEW | New buy |
| 34 | PTF | Invesco Dorsey Wright Tech | +0.1% | NEW | New buy |
| 35 | GEV | GE Vernova Inc | +0.1% | -3.46% | Trim |
| 36 | FTXL | First Trust Nasdaq Semicondu | +0.1% | -24.76% | Trim |
| 37 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 38 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 39 | CAH | Cardinal Health Inc | +0.1% | NEW | New buy |
| 40 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 41 | SPG | Simon Property Group Inc | +0.1% | NEW | New buy |
| 42 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 43 | BEN | Franklin Resources Inc | 0% | NEW | New buy |
| 44 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 45 | CW | Curtiss-wright CORP | 0% | NEW | New buy |
| 46 | BWXT | Bwx Technologies Inc | 0% | NEW | New buy |
| 47 | IVW | Ishares S&p 500 Growth ETF | 0% | NEW | New buy |
| 48 | KIM | Kimco Realty CORP | 0% | NEW | New buy |
| 49 | NET | Cloudflare Inc - Class A | 0% | NEW | New buy |
| 50 | SCHG | Schwab US Large-cap Growth | 0% | +1.55% | Add |
According to official SEC Form 13F filings, MinichMacGregor Wealth Management, LLC reported a total U.S. public equity portfolio value of $620.1M across 150 disclosed positions in Q2 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, SOXX, PYLD) accounted for 20.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
IYZ
市值: $21.0M
Top Position Liquidated / Trimmed
IEZ
前期市值: $19.9M
During Q2 2026, MinichMacGregor Wealth Management, LLC's top holdings by market value included GLD (5.0%)、SOXX (4.2%)、PYLD (3.6%). The largest single position, GLD, represented 5.0% of total portfolio value.
In Q2 2026, MinichMacGregor Wealth Management, LLC made 152 total portfolio adjustments, initiating 34 new buys, adding to 58 positions, trimming 40 holdings, and fully liquidating 20 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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