MinichMacGregor Wealth Management, LLC
CIK: 0001744318SEC EDGAR →
Portfolio Value
$551.9M
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR GOLD TR | 97,098 | $38.5M | 6.97% |
| 2 | ISHARES TR | 104,845 | $22.5M | 4.08% |
| 3 | ISHARES SILVER TR | 339,166 | $21.8M | 3.96% |
| 4 | PIMCO ETF TR | 776,394 | $20.7M | 3.75% |
| 5 | ISHARES TR | 199,422 | $20.6M | 3.73% |
| 6 | VANGUARD INTL EQUITY INDEX F | 355,967 | $19.1M | 3.47% |
| 7 | ISHARES TR | 129,156 | $16.7M | 3.02% |
| 8 | NVIDIA CORPORATION | 83,748 | $15.8M | 2.86% |
| 9 | SCHWAB STRATEGIC TR | 466,804 | $15.2M | 2.76% |
| 10 | SCHWAB STRATEGIC TR | 551,211 | $14.8M | 2.69% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (136)
$38.5M · 97K shares
$22.5M · 105K shares
$21.8M · 339K shares
$20.7M · 776K shares
$20.6M · 199K shares
$19.1M · 356K shares
$16.7M · 129K shares
$15.8M · 84K shares
$15.2M · 467K shares
$14.8M · 551K shares
$13.3M · 43K shares
$13.2M · 125K shares
$13.0M · 44K shares
$12.3M · 26K shares
$12.1M · 149K shares
$12.0M · 111K shares
$11.6M · 65K shares
$11.5M · 9K shares
$11.3M · 131K shares
$11.2M · 112K shares
$11.2M · 16K shares
$11.1M · 75K shares
$10.3M · 32K shares
$9.6M · 87K shares
$9.4M · 427K shares
$9.1M · 206K shares
$8.9M · 107K shares
$8.9M · 48K shares
$8.8M · 116K shares
$7.1M · 23K shares
$6.9M · 10K shares
$6.8M · 44K shares
$6.7M · 13K shares
$6.5M · 38K shares
$6.1M · 32K shares
$6.0M · 237K shares
$5.7M · 32K shares
$5.7M · 63K shares
$5.4M · 265K shares
$4.6M · 55K shares
$4.5M · 14K shares
$4.3M · 28K shares
$4.0M · 15K shares
$3.9M · 239K shares
$3.5M · 28K shares
$3.0M · 10K shares
$2.9M · 6K shares
$2.8M · 5K shares
$2.1M · 6K shares
$1.9M · 8K shares
$1.6M · 2K shares
$1.2M · 3K shares
$1.2M · 17K shares
$1.0M · 2K shares
$1.0M · 8K shares
$951K · 4K shares
$951K · 15K shares
$793K · 4K shares
$744K · 17K shares
$740K · 1K shares
$731K · 3K shares
$731K · 16K shares
$723K · 8K shares
$717K · 12K shares
$619K · 25K shares
$609K · 2K shares
$592K · 6K shares
$587K · 3K shares
$577K · 2K shares
$571K · 5K shares
$560K · 521 shares
$555K · 6K shares
$507K · 10K shares
$506K · 5K shares
$505K · 16K shares
$499K · 2K shares
$470K · 1K shares
$460K · 524 shares
$446K · 916 shares
$420K · 2K shares
$388K · 3K shares
$370K · 5K shares
$370K · 2K shares
$369K · 1K shares
$367K · 12K shares
$363K · 3K shares
$359K · 3K shares
$355K · 7K shares
$353K · 22K shares
$352K · 3K shares
$350K · 999 shares
$345K · 6K shares
$338K · 6K shares
$315K · 3K shares
$311K · 899 shares
$311K · 4K shares
$308K · 4K shares
$303K · 1K shares
$292K · 6K shares
$290K · 2K shares
$285K · 2K shares
$283K · 500 shares
$283K · 1K shares
$280K · 11K shares
$279K · 3K shares
$277K · 7K shares
$276K · 5K shares
$274K · 3K shares
$271K · 2K shares
$270K · 912 shares
$263K · 11K shares
$262K · 1K shares
$260K · 945 shares
$258K · 12K shares
$247K · 60K shares
$244K · 389 shares
$243K · 425 shares
$240K · 17K shares
$235K · 4K shares
$235K · 13K shares
$232K · 3K shares
$231K · 1K shares
$230K · 1K shares
$228K · 4K shares
$224K · 2K shares
$212K · 9K shares
$209K · 2K shares
$209K · 811 shares
$209K · 9K shares
$208K · 4K shares
$208K · 9K shares
$206K · 4K shares
$200K · 4K shares
$109K · 56K shares
$73K · 10K shares
$56K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $283.6M | 51.4% |
| Technology | 17 | $92.7M | 16.8% |
| Unknown | 12 | $91.1M | 16.5% |
| Industrials | 10 | $31.3M | 5.7% |
| Consumer Cyclical | 6 | $23.0M | 4.2% |
| Communication Services | 6 | $15.9M | 2.9% |
| Basic Materials | 2 | $7.0M | 1.3% |
| Energy | 7 | $2.1M | 0.4% |
| Healthcare | 5 | $2.0M | 0.4% |
| Utilities | 2 | $1.9M | 0.3% |
| Consumer Defensive | 2 | $806K | 0.1% |
| Real Estate | 1 | $290K | 0.1% |