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MinichMacGregor Wealth Management, LLC

Portfolio Manager
MinichMacGregor Wealth Management, LLC
Performance
-1.41% (2026 Q1)
AUM (13F)
$566.71M
# of Holdings
136
Performance Rank
Allocation (Top 20)
58.63%

MinichMacGregor Wealth Management, LLC Holdings Map

Top 50 MinichMacGregor Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GLD
SPDR GOLD TR
6.22%81.9K$35.2M
-15.64%(-15.19K)
2025-Q1: 14.0K shares2025-Q2: 72.8K shares2025-Q3: 102.2K shares2025-Q4: 97.1K shares2026-Q1: 81.9K shares
$289.10(+48.91%)
2026-03-31
ITA
ISHARES TR
4.96%128.6K$28.1M
+22.63%(+23.72K)
2025-Q1: 83.3K shares2025-Q2: 84.4K shares2025-Q3: 105.2K shares2025-Q4: 104.8K shares2026-Q1: 128.6K shares
$149.12(+51.37%)
2026-03-31
PYLD
PIMCO ETF TR
3.86%834.9K$21.9M
+7.54%(+58.54K)
2025-Q1: 717.9K shares2025-Q2: 717.5K shares2025-Q3: 719.3K shares2025-Q4: 776.4K shares2026-Q1: 834.9K shares
$25.95(+1.51%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.63%380.5K$20.6M
+6.89%(+24.54K)
2025-Q1: 0 shares2025-Q2: 225.9K shares2025-Q3: 334.4K shares2025-Q4: 356.0K shares2026-Q1: 380.5K shares
$49.44(+21.23%)
2026-03-31
IEZ
ISHARES TR
3.51%686.4K$19.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 686.4K shares
$24.91(+25.97%)
2026-03-31
SOXX
ISHARES TR
3.49%59.9K$19.8Mnew2025-Q1: 0 shares2025-Q2: 516 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 59.9K shares
$313.66(+68.43%)
2026-03-31
EMXC
ISHARES INC
3.4%245.0K$19.3M
+1333.38%(+227.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 17.1K shares2026-Q1: 245.0K shares
$75.28(+27.71%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.81%91.2K$15.9M
+8.86%(+7.42K)
2025-Q1: 91.4K shares2025-Q2: 82.2K shares2025-Q3: 84.3K shares2025-Q4: 83.7K shares2026-Q1: 91.2K shares
$50.11(+350.71%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
2.58%570.0K$14.6M
+3.40%(+18.74K)
2025-Q1: 541.3K shares2025-Q2: 541.2K shares2025-Q3: 536.3K shares2025-Q4: 551.2K shares2026-Q1: 570.0K shares
$17.61(+65.66%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
2.49%484.2K$14.1M
+3.74%(+17.44K)
2025-Q1: 705.8K shares2025-Q2: 307.6K shares2025-Q3: 466.4K shares2025-Q4: 466.8K shares2026-Q1: 484.2K shares
$23.89(+43.68%)
2026-03-31

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