MinichMacGregor Wealth Management, LLC

CIK 0001744318 · SARATOGA SPRINGS, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source

MinichMacGregor Wealth Management, LLC reported 150 positions worth $659.2M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: GLD (5.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$659.2M
2026 Q2
Positions
150
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.5%
Est. Net Flow (Q)
2026 Q2
10 / 150 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLDSPDR GOLD TRSH$33.0M5.01%89,631
2SOXXISHARES TRSH$27.4M4.16%42,749
3PYLDPIMCO ETF TRSH$23.4M3.56%883,704
4VWOVANGUARD INTL EQUITY INDEX FSH$23.2M3.52%388,350
5EMXCISHARES INCSH$22.8M3.47%223,349
6IYZISHARES TRSH$21.0M3.19%496,666
7NVDANVIDIA CORPORATIONSH$18.6M2.82%92,994
8XTLSPDR SERIES TRUSTSH$17.7M2.69%77,996
9SCHXSCHWAB STRATEGIC TRSH$16.9M2.57%574,588
10ITAISHARES TRSH$16.7M2.53%68,882

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MinichMacGregor Wealth Management, LLC hold as of Q2 2026?

MinichMacGregor Wealth Management, LLC reported 150 positions worth $659.2M in its Q2 2026 13F filing. Largest positions: GLD (5.0%), SOXX (4.2%), PYLD (3.6%), VWO (3.5%) and EMXC (3.5%).

What did MinichMacGregor Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MinichMacGregor Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.