13F Insight
DOSSIER · 13F-HR · Q2 2026

MinichMacGregor Wealth Management, LLC

$659M in tracked AUM across 150 positions as of Q2 2026.

MW
CIK 0001744318 · last filed Jun 30, 2026
Total AUM
$659M
as of Q2 2026
Holdings
150
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MinichMacGregor Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GLD
SPDR GOLD TR
$33M90K5.0%02
SOXX
ISHARES TR
$27M43K4.2%03
PYLD
PIMCO ETF TR
$23M884K3.6%04
VWO
VANGUARD INTL EQUITY INDEX F
$23M388K3.5%05
EMXC
ISHARES INC
$23M223K3.5%06
IYZ
ISHARES TR
$21M497K3.2%07
NVDA
NVIDIA CORPORATION
$19M93K2.8%08
XTL
SPDR SERIES TRUST
$18M78K2.7%09
SCHX
SCHWAB STRATEGIC TR
$17M575K2.6%10
ITA
ISHARES TR
$17M69K2.5%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$302M▼ 5.7%
94 positionsLocked
Showing 12 of 40