Q2 2026 13F · SEC CIK 1744318

MinichMacGregor Wealth Management, LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $659.2M
Reported positions: 150
Top holdings a year, 3 yrs: +15.0%
Assets under management: $722.9M

MinichMacGregor Wealth Management, LLC is a wealth manager that reported 150 positions worth $659.2M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Spdr Gold Shares (GLD, 5.0%), Ishares Semiconductor ETF (SOXX, 4.2%), Pimco Multisector Bond Active Exchange-T (PYLD, 3.6%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.

MinichMacGregor Wealth Management, LLC holdings largest 50 of 150 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

MinichMacGregor Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GLDSpdr Gold Shares	5.0%	6.2%	89,631	+9.4%	$33.0M
SOXXIshares Semiconductor ETF	4.2%	3.5%	42,749	-28.6%	$27.4M
PYLDPimco Multisector Bond Active Exchange-T	3.6%	3.9%	883,704	+5.8%	$23.4M
VWOVanguard Intl Equity Index F	3.5%	3.6%	388,350	+2.1%	$23.2M
EMXCIshares Inc	3.5%	3.4%	223,349	-8.8%	$22.8M
IYZIshares Tr	3.2%	—	496,666	—	$21.0M
NVDANvidia Corporation Com	2.8%	2.8%	92,994	+2.0%	$18.6M
XTLSpdr Series Trust	2.7%	2.1%	77,996	+24.5%	$17.7M
SCHXSchwab Stratgc Tr	2.6%	2.6%	574,588	+0.8%	$16.9M
ITAIshares U.s. Aerospace & Defense ETF	2.5%	5.0%	68,882	-46.4%	$16.7M
SCHGSchwab U.s. Large-Cap Growth ETF	2.5%	2.5%	491,767	+1.6%	$16.6M
VISVanguard World Fd	2.4%	2.4%	44,067	-0.3%	$15.9M
ICLNIshares Tr	2.4%	1.5%	763,863	+63.2%	$15.7M
KLACKla Corp	2.4%	1.9%	51,332	+589.4%	$15.5M
MSFTMicrosoft Corp	2.3%	1.7%	41,460	+62.5%	$15.5M
ROBOExchange Traded Concepts Tru	2.3%	2.2%	175,324	-4.1%	$15.0M
IYJIshares U.s. Industrials ETF	2.2%	2.2%	86,882	+4.1%	$14.5M
IGVIshares Tr	2.1%	—	154,494	—	$14.0M
IVVIshares Core S&p 500 ETF	2.1%	2.1%	18,500	+2.3%	$13.9M
HYGHIshares U S ETF Tr	2.0%	2.2%	155,950	+6.5%	$13.5M
MINTPimco ETF Tr	2.0%	2.2%	133,539	+7.2%	$13.5M
IAIIshares Tr	2.0%	2.0%	75,770	+8.6%	$13.3M
GOOGLAlphabet Inc	2.0%	1.9%	37,053	-2.5%	$13.2M
IGNIshares Tr	2.0%	—	109,398	—	$13.1M
VGKVanguard Intl Equity Index F	1.9%	1.9%	140,691	+5.5%	$12.5M
AVGOBroadcom Inc	1.9%	—	32,750	—	$12.4M
CDNSCadence Design System Inc	1.8%	—	31,129	—	$11.7M
SHVIshares Tr	1.7%	1.8%	102,026	+9.4%	$11.3M
RAAXVaneck ETF Trust	1.6%	1.9%	265,617	+1.0%	$10.5M
BILSPDR Brcy1-3 Ser	1.6%	—	112,959	—	$10.4M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	1.6%	1.8%	474,157	+4.0%	$10.3M
DAUGFirst Tr Exchng Traded Fd Vi	1.5%	1.6%	212,745	+0.4%	$10.0M
CEGConstellation Energy Corp	1.4%	—	38,298	—	$9.5M
VLOValero Energy Corp	1.3%	1.2%	32,297	+16.0%	$8.4M
HEIHeico Corp New	1.2%	1.8%	22,870	-37.5%	$8.1M
SPYSpdr S&p 500 ETF Tr	1.2%	1.1%	10,650	+8.0%	$8.0M
MARMarriott Intl Inc New Cl A	1.1%	1.2%	19,890	-6.3%	$7.4M
TJXTjx Cos Inc New Com	1.1%	1.2%	46,731	+8.1%	$7.1M
SLBSlb Limited	1.0%	1.1%	148,234	+21.8%	$6.9M
STLDSteel Dynamics, Inc.	1.0%	1.2%	28,979	-22.3%	$6.6M
IBDTIshares Tr	1.0%	1.1%	252,775	+2.6%	$6.4M
SHYiShs Lehman 1-3Tsy	0.8%	0.9%	64,091	+4.8%	$5.3M
AMATApplied Matls Inc	0.8%	—	6,930	—	$5.0M
AAPLApple Inc	0.6%	0.6%	13,828	-2.2%	$4.0M
GEGe Aerospace	0.5%	0.5%	9,462	+5.4%	$3.5M
NLRVaneck Uranium and Nuclear ETF	0.5%	0.7%	29,013	-3.7%	$3.4M
LMTLockheed Martin Corp Com	0.4%	0.6%	5,642	-5.1%	$2.9M
GEVGe Vernova Inc	0.4%	0.4%	2,397	-3.5%	$2.8M
XLUSpdr	0.3%	—	45,158	—	$2.0M
JPMJpmorgan Chase & Co	0.3%	0.3%	5,385	-1.8%	$1.8M

What MinichMacGregor Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.5% /yr; S&P 500 +20.1%
3 years: +15.0% /yr; S&P 500 +20.4%
5 years: +6.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$659.2M	150
Q1 2026	$566.7M	136
Q4 2025	$551.9M	136
Q3 2025	$512.7M	140
Q2 2025	$467.6M	125
Q1 2025	$446.4M	125
Q4 2024	$481.6M	119
Q3 2024	$466.5M	117
Q2 2024	$409.6M	103
Q1 2024	$391.8M	104
Q4 2023	$346.1M	103
Q3 2023	$290.7M	92

Questions about MinichMacGregor Wealth Management, LLC's portfolio

What stocks does MinichMacGregor Wealth Management, LLC own?

MinichMacGregor Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 150 positions worth $659.2M. The largest are Spdr Gold Shares (GLD) at 5.0%, Ishares Semiconductor ETF (SOXX) at 4.2%, Pimco Multisector Bond Active Exchange-T (PYLD) at 3.6%, Vanguard Intl Equity Index F (VWO) at 3.5% and Ishares Inc (EMXC) at 3.5%.

What did MinichMacGregor Wealth Management, LLC buy last quarter?

In Q2 2026, MinichMacGregor Wealth Management, LLC added Kla Corp (KLAC) (+589.4% shares), Ishares Tr (ICLN) (+63.2% shares) and Microsoft Corp (MSFT) (+62.5% shares), compared with its Q1 2026 filing.

What did MinichMacGregor Wealth Management, LLC sell last quarter?

In Q2 2026, MinichMacGregor Wealth Management, LLC cut from its top 50 Ishares Tr (IEZ), cut from its top 50 Ishares Gold Trust (IAU), cut from its top 50 Kratos Defense & Sec Solutio (KTOS), cut from its top 50 Ishares Tr (IGE), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), Ishares U.s. Aerospace & Defense ETF (ITA) (-46.4% shares), Heico Corp New (HEI) (-37.5% shares) and Ishares Semiconductor ETF (SOXX) (-28.6% shares), compared with its Q1 2026 filing.

How has MinichMacGregor Wealth Management, LLC's portfolio performed?

A portfolio copying MinichMacGregor Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.5% against +20.1%. Over 5 years: +6.5% a year against +11.6%.

When is MinichMacGregor Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. MinichMacGregor Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does MinichMacGregor Wealth Management, LLC manage?

MinichMacGregor Wealth Management, LLC reported $722.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $659.2M.