StockDriftsStockDriftsTop 50 Minichmacgregor Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IHE | ISHARES TR | 5.18% | 319.3K | $32.1M | new | $99.76(+0.82%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 3.78% | 61.5K | $23.4M | -31.42%(-28.16K) | $297.92(+27.45%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 3.77% | 920.4K | $23.4M | +4.15%(+36.70K) | $25.97(-2.19%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.52% | 95.5K | $21.8M | +2.71%(+2.52K) | $56.98(+281.02%) | 2026-09-30 | |
| IYZ | ISHARES TR | 3.35% | 503.8K | $20.7M | +1.44%(+7.14K) | $40.47(-3.21%) | 2026-09-30 | |
| IGV | ISHARES TR | 3.01% | 175.6K | $18.7M | +13.65%(+21.09K) | $82.10(+29.10%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.87% | 300.4K | $17.8M | -22.64%(-87.93K) | $49.58(+17.05%) | 2026-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.85% | 491.2K | $17.7M | -0.11%(-533) | $23.99(+48.29%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.8% | 579.4K | $17.4M | +0.83%(+4.79K) | $17.78(+69.47%) | 2026-09-30 | |
| EMXC | ISHARES INC | 2.76% | 173.0K | $17.1M | -22.53%(-50.32K) | $75.28(+23.95%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.81% | +59.37% | +6.20% | +35.09% |
| Top 20 Holdings Unweighted | +16.89% | +59.73% | +6.72% | +38.43% |
Minichmacgregor Wealth Management LLC reports $620.11M in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are IHE (5.2%), GLD (3.8%) and PYLD (3.8%). The top 20 holdings account for 56.64% of reported assets. Its disclosed equity book has returned +59.37% on a three-year cumulative basis. Figures reflect the Q3 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