MinichMacGregor Wealth Management, LLC: 13F holdings
CIK 17443182026Q2
| Positions | 150 |
|---|
| Reported value | $659.2m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 150 (+14 vs prior quarter) |
|---|
| Reported value | $659.2m (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GLD SPDR GOLD TR | 89,631 | $33.0m | 5.0% |
| SOXX ISHARES TR | 42,749 | $27.4m | 4.2% |
| PYLD PIMCO ETF TR | 883,704 | $23.4m | 3.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 388,350 | $23.2m | 3.5% |
| EMXC ISHARES INC | 223,349 | $22.8m | 3.5% |
| IYZ ISHARES TR | 496,666 | $21.0m | 3.2% |
| NVDA NVIDIA CORPORATION | 92,994 | $18.6m | 2.8% |
| XTL SPDR SERIES TRUST | 77,996 | $17.7m | 2.7% |
| SCHX SCHWAB STRATEGIC TR | 574,588 | $16.9m | 2.6% |
| ITA ISHARES TR | 68,882 | $16.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1744318")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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