StockDriftsStockDriftsTop 50 MinichMacGregor Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 5.01% | 89.6K | $33.0M | +9.42%(+7.72K) | $297.92(+35.67%) | 2026-06-30 | |
| SOXX | ISHARES TR | 4.16% | 42.7K | $27.4M | -28.63%(-17.15K) | $313.66(+79.80%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.56% | 883.7K | $23.4M | +5.84%(+48.77K) | $25.97(+0.83%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.52% | 388.4K | $23.2M | +2.06%(+7.84K) | $49.58(+21.80%) | 2026-06-30 | |
| EMXC | ISHARES INC | 3.47% | 223.3K | $22.8M | -8.82%(-21.61K) | $75.28(+32.07%) | 2026-06-30 | |
| IYZ | ISHARES TR | 3.19% | 496.7K | $21.0M | new | $40.45(+8.31%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.82% | 93.0K | $18.6M | +2.01%(+1.83K) | $52.71(+328.88%) | 2026-06-30 | |
| XTL | SPDR SERIES TRUST | 2.69% | 78.0K | $17.7M | +24.46%(+15.33K) | $136.00(+61.72%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.57% | 574.6K | $16.9M | +0.81%(+4.63K) | $17.69(+72.51%) | 2026-06-30 | |
| ITA | ISHARES TR | 2.53% | 68.9K | $16.7M | -46.42%(-59.69K) | $149.12(+68.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.11% | +56.55% | +6.50% | +37.00% |
| Top 20 Holdings Unweighted | +16.53% | +58.24% | +7.00% | +40.28% |
MinichMacGregor Wealth Management, LLC reports $659.19M in US-listed equity holdings across 150 positions in its most recent 13F filing. Its largest disclosed positions are GLD (5.0%), SOXX (4.2%) and PYLD (3.6%). The top 20 holdings account for 56.27% of reported assets. Its disclosed equity book has returned +56.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MinichMacGregor Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1744318). View MinichMacGregor Wealth Management, LLC’s 13F filings on SEC