MinichMacGregor Wealth Management, LLC 13F Holdings · Q2 2026
MinichMacGregor Wealth Management, LLC reported 150 securities worth $659.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GLD (5.01%), SOXX (4.16%), PYLD (3.56%). Among its top 25 positions this quarter: 3 new, 16 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $33.0M | 5.01% | 89,631 | Added |
| 2 | SOXX | ISHARES TR | $27.4M | 4.16% | 42,749 | Trimmed |
| 3 | PYLD | PIMCO ETF TR | $23.4M | 3.56% | 883,704 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $23.2M | 3.52% | 388,350 | Added |
| 5 | EMXC | ISHARES INC | $22.8M | 3.47% | 223,349 | Trimmed |
| 6 | IYZ | ISHARES TR | $21.0M | 3.19% | 496,666 | New |
| 7 | NVDA | NVIDIA CORPORATION | $18.6M | 2.82% | 92,994 | Added |
| 8 | XTL | SPDR SERIES TRUST | $17.7M | 2.69% | 77,996 | Added |
| 9 | SCHX | SCHWAB STRATEGIC TR | $16.9M | 2.57% | 574,588 | Added |
| 10 | ITA | ISHARES TR | $16.7M | 2.53% | 68,882 | Trimmed |
| 11 | SCHG | SCHWAB STRATEGIC TR | $16.6M | 2.52% | 491,767 | Added |
| 12 | VIS | VANGUARD WORLD FD | $15.9M | 2.41% | 44,067 | Trimmed |
| 13 | ICLN | ISHARES TR | $15.7M | 2.37% | 763,863 | Added |
| 14 | KLAC | KLA CORP | $15.5M | 2.35% | 51,332 | Added |
| 15 | MSFT | MICROSOFT CORP | $15.5M | 2.35% | 41,460 | Added |
| 16 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $15.0M | 2.28% | 175,324 | Trimmed |
| 17 | IYJ | ISHARES TR | $14.5M | 2.20% | 86,882 | Added |
| 18 | IGV | ISHARES TR | $14.0M | 2.12% | 154,494 | New |
| 19 | IVV | ISHARES TR | $13.9M | 2.10% | 18,500 | Added |
| 20 | HYGH | ISHARES U S ETF TR | $13.5M | 2.05% | 155,950 | Added |
| 21 | MINT | PIMCO ETF TR | $13.5M | 2.04% | 133,539 | Added |
| 22 | IAI | ISHARES TR | $13.3M | 2.02% | 75,770 | Added |
| 23 | GOOGL | ALPHABET INC | $13.2M | 2.01% | 37,053 | Trimmed |
| 24 | IDGT | ISHARES TR | $13.1M | 1.99% | 109,398 | New |
| 25 | VGK | VANGUARD INTL EQUITY INDEX F | $12.5M | 1.89% | 140,691 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR