13F Insight
DOSSIER · 13F-HR · Q3 2026

MinichMacGregor Wealth Management, LLC

$620M in tracked AUM across 159 positions as of Q3 2026.

MW
CIK 0001744318 · last filed Sep 30, 2026
Total AUM
$620M
as of Q3 2026
Holdings
159
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MinichMacGregor Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IHE
ISHARES TR
$32M319K5.2%02
GLD
SPDR GOLD TR
$23M61K3.8%03
PYLD
PIMCO ETF TR
$23M920K3.8%04
NVDA
NVIDIA CORPORATION
$22M96K3.5%05
IYZ
ISHARES TR
$21M504K3.3%06
IGV
ISHARES TR
$19M176K3.0%07
VWO
VANGUARD INTL EQUITY INDEX F
$18M300K2.9%08
SCHG
SCHWAB STRATEGIC TR
$18M491K2.8%09
SCHX
SCHWAB STRATEGIC TR
$17M579K2.8%10
EMXC
ISHARES INC
$17M173K2.8%

Filing history

2026Q3Sep 30
$620M▼ 5.9%
159 positionsView →2026Q2Jun 30
$659M▲ 16.3%
150 positionsView →2026Q1Mar 31
$567M▲ 2.7%
136 positionsView →2025Q4Dec 31
$552M▲ 7.7%
136 positionsView →2025Q3Sep 30
$513M▲ 9.6%
140 positionsLocked2025Q2Jun 30
$468M▲ 4.7%
125 positionsLocked2025Q1Mar 31
$446M▼ 7.3%
125 positionsLocked2024Q4Dec 31
$482M▲ 3.2%
119 positionsLocked2024Q3Sep 30
$467M▲ 13.9%
117 positionsLocked2024Q2Jun 30
$410M▲ 4.6%
103 positionsLocked2024Q1Mar 31
$392M▲ 13.2%
104 positionsLocked2023Q4Dec 31
$346M▲ 14.6%
103 positionsLocked
Showing 12 of 41