Q3 2026 13F · SEC CIK 1744318

MinichMacGregor Wealth Management, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $620.1M
Reported positions: 159
Top holdings a year, 3 yrs: +15.0%
Assets under management: $722.9M

MinichMacGregor Wealth Management, LLC is a wealth manager that reported 159 positions worth $620.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Ishares Tr (IHE, 5.2%), Spdr Gold Tr (GLD, 3.8%), Pimco ETF Tr (PYLD, 3.8%). 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 159 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
IHEIshares Tr	5.2%	—	319,306	—	$32.1M
GLDSpdr Gold Tr	3.8%	5.0%	61,468	-31.4%	$23.4M
PYLDPimco ETF Tr	3.8%	3.6%	920,409	+4.2%	$23.4M
NVDANvidia Corporation	3.5%	2.8%	95,516	+2.7%	$21.8M
IYZIshares Tr	3.3%	3.2%	503,804	+1.4%	$20.7M
IGVIshares Tr	3.0%	2.1%	175,583	+13.7%	$18.7M
VWOVanguard Intl Equity Index F	2.9%	3.5%	300,422	-22.6%	$17.8M
SCHGSchwab Strategic Tr	2.8%	2.5%	491,234	-0.1%	$17.7M
SCHXSchwab Strategic Tr	2.8%	2.6%	579,379	+0.8%	$17.4M
EMXCIshares Inc	2.8%	3.5%	173,028	-22.5%	$17.1M
IBBIshares Tr	2.7%	—	78,396	—	$16.5M
XTLSpdr Series Trust	2.6%	2.7%	80,468	+3.2%	$16.3M
MSFTMicrosoft Corp	2.4%	2.3%	28,869	-30.4%	$14.8M
IVVIshares Tr	2.3%	2.1%	18,550	+0.3%	$14.2M
VISVanguard Industrials ETF	2.3%	2.4%	44,193	+0.3%	$14.2M
HYGHIshares U S ETF Tr	2.2%	2.0%	162,535	+4.2%	$13.9M
IAIIshares Tr	2.1%	2.0%	75,433	-0.4%	$13.3M
IEOIshares Tr	2.1%	—	96,535	—	$12.7M
IGNIshares Tr	2.0%	2.0%	112,856	+3.2%	$12.7M
VGKVanguard Ftse Europe ETF	2.0%	1.9%	144,429	+2.7%	$12.5M
GOOGLAlphabet Inc	2.0%	2.0%	36,043	-2.7%	$12.4M
VLOValero Energy Corp	2.0%	1.3%	31,866	-1.3%	$12.4M
SHVIshares Tr	1.9%	1.7%	104,260	+2.2%	$11.5M
AVGOBroadcom Inc	1.8%	1.9%	32,307	-1.4%	$11.3M
LNGCheniere Energy Inc	1.8%	—	41,808	—	$11.2M
RAAXVaneck ETF Trust	1.7%	1.6%	269,560	+1.5%	$10.7M
KLACKla Corp	1.7%	2.4%	54,609	+6.4%	$10.6M
IBDVIshares Tr	1.7%	1.6%	489,183	+3.2%	$10.3M
DAUGFirst Tr Exchng Traded Fd Vi	1.6%	1.5%	214,771	+1.0%	$10.2M
MINTPimco Enhanced Short Maturity Active Exc	1.5%	2.0%	93,428	-30.0%	$9.4M
CDNSCadence Design System Inc	1.5%	1.8%	27,882	-10.4%	$9.2M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.2%	10,729	+0.7%	$8.2M
MARMarriott Intl Inc New	1.2%	1.1%	20,749	+4.3%	$7.4M
WATWaters Corp	1.2%	—	16,533	—	$7.3M
CEGConstellation Energy Corp	1.2%	1.4%	28,426	-25.8%	$7.2M
HEIHeico Corp New	1.2%	1.2%	23,553	+3.0%	$7.1M
STLDSteel Dynamics Inc	1.1%	1.0%	30,139	+4.0%	$6.7M
ZSZscaler Inc	1.1%	—	33,076	—	$6.6M
IBDTIshares Ibonds Dec 2028 Term Corporate E	1.1%	1.0%	261,311	+3.4%	$6.5M
EXELExelixis Inc	1.0%	—	110,642	—	$6.5M
SHYIshares Tr	0.8%	0.8%	64,025	-0.1%	$5.2M
ICLNIshares Tr	0.8%	2.4%	290,733	-61.9%	$4.9M
AAPLApple Inc	0.8%	0.6%	14,627	+5.8%	$4.9M
NLRVaneck ETF Trust	0.7%	0.5%	41,165	+41.9%	$4.3M
AMATApplied Matls Inc	0.5%	0.8%	6,595	-4.8%	$3.4M
LMTLockheed Martin Corp	0.5%	0.4%	5,555	-1.5%	$2.8M
GEGe Aerospace	0.4%	0.5%	8,552	-9.6%	$2.7M
SMHXVaneck ETF Trust	0.4%	—	42,362	—	$2.6M
GEVGe Vernova Inc	0.4%	0.4%	2,345	-2.2%	$2.2M
FXLFirst Tr Exchange-Traded Fd	0.3%	—	9,198	—	$2.0M

What MinichMacGregor Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$620.1M	159
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

Questions about MinichMacGregor Wealth Management, LLC's portfolio

What stocks does MinichMacGregor Wealth Management, LLC own?

MinichMacGregor Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 159 positions worth $620.1M. The largest are Ishares Tr (IHE) at 5.2%, Spdr Gold Tr (GLD) at 3.8%, Pimco ETF Tr (PYLD) at 3.8%, Nvidia Corporation (NVDA) at 3.5% and Ishares Tr (IYZ) at 3.3%.

What did MinichMacGregor Wealth Management, LLC buy last quarter?

In Q3 2026, MinichMacGregor Wealth Management, LLC added Vaneck ETF Trust (NLR) (+41.9% shares), Ishares Tr (IGV) (+13.7% shares) and Kla Corp (KLAC) (+6.4% shares), compared with its Q2 2026 filing.

What did MinichMacGregor Wealth Management, LLC sell last quarter?

In Q3 2026, MinichMacGregor Wealth Management, LLC cut from its top 50 Ishares Tr (SOXX), cut from its top 50 Ishares Tr (ITA), cut from its top 50 Exchange Traded Concepts Tru (ROBO), cut from its top 50 Ishares U.s. Industrials ETF (IYJ), cut from its top 50 Spdr Series Trust (BIL), Ishares Tr (ICLN) (-61.9% shares), Spdr Gold Tr (GLD) (-31.4% shares) and Microsoft Corp (MSFT) (-30.4% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $620.1M.