Top 50 MinichMacGregor Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 6.22% | 81.9K | $35.2M | -15.64%(-15.19K) | $289.10(+48.91%) | 2026-03-31 | |
| ITA | ISHARES TR | 4.96% | 128.6K | $28.1M | +22.63%(+23.72K) | $149.12(+51.37%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.86% | 834.9K | $21.9M | +7.54%(+58.54K) | $25.95(+1.51%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.63% | 380.5K | $20.6M | +6.89%(+24.54K) | $49.44(+21.23%) | 2026-03-31 | |
| IEZ | ISHARES TR | 3.51% | 686.4K | $19.9M | new | $24.91(+25.97%) | 2026-03-31 | |
| SOXX | ISHARES TR | 3.49% | 59.9K | $19.8M | new | $313.66(+68.43%) | 2026-03-31 | |
| EMXC | ISHARES INC | 3.4% | 245.0K | $19.3M | +1333.38%(+227.87K) | $75.28(+27.71%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.81% | 91.2K | $15.9M | +8.86%(+7.42K) | $50.11(+350.71%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 2.58% | 570.0K | $14.6M | +3.40%(+18.74K) | $17.61(+65.66%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 2.49% | 484.2K | $14.1M | +3.74%(+17.44K) | $23.89(+43.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.89% | +40.07% |
| Top 20 Holdings Unweighted | +12.03% | +40.61% |
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