Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MinichMacGregor Wealth Management, LLC (CIK 1744318) reported $566.7M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($35.2M, 6.22%), ITA ($28.1M, 4.96%), PYLD ($21.9M, 3.86%), VWO ($20.6M, 3.63%), IEZ ($19.9M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $35.2M | 6.22% | 81,912 | Trimmed |
| 2 | ITA | ISHARES TR | $28.1M | 4.96% | 128,568 | Added |
| 3 | PYLD | PIMCO ETF TR | $21.9M | 3.86% | 834,932 | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $20.6M | 3.63% | 380,507 | Added |
| 5 | IEZ | ISHARES TR | $19.9M | 3.51% | 686,398 | New |
| 6 | SOXX | ISHARES TR | $19.8M | 3.49% | 59,899 | New |
| 7 | EMXC | ISHARES INC | $19.3M | 3.40% | 244,964 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $15.9M | 2.81% | 91,166 | Added |
| 9 | SCHX | SCHWAB STRATEGIC TR | $14.6M | 2.58% | 569,955 | Added |
| 10 | SCHG | SCHWAB STRATEGIC TR | $14.1M | 2.49% | 484,244 | Added |
| 11 | VIS | VANGUARD WORLD FD | $13.8M | 2.44% | 44,218 | Added |
| 12 | IAU | ISHARES GOLD TR | $13.2M | 2.32% | 149,400 | Added |
| 13 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $12.5M | 2.21% | 182,845 | New |
| 14 | HYGH | ISHARES U S ETF TR | $12.5M | 2.21% | 146,471 | Added |
| 15 | MINT | PIMCO ETF TR | $12.5M | 2.21% | 124,603 | Added |
| 16 | IYJ | ISHARES TR | $12.3M | 2.17% | 83,451 | Added |
| 17 | IVV | ISHARES TR | $11.8M | 2.08% | 18,078 | Added |
| 18 | XTL | SPDR SERIES TRUST | $11.8M | 2.08% | 62,669 | New |
| 19 | IAI | ISHARES TR | $11.5M | 2.02% | 69,755 | Added |
| 20 | VGK | VANGUARD INTL EQUITY INDEX F | $11.0M | 1.94% | 133,411 | Added |
| 21 | GOOGL | ALPHABET INC | $10.9M | 1.93% | 37,994 | Trimmed |
| 22 | KLAC | KLA CORP | $11.0M | 1.93% | 7,446 | Trimmed |
| 23 | RAAX | VANECK ETF TRUST | $10.7M | 1.89% | 262,900 | New |
| 24 | SHV | ISHARES TR | $10.3M | 1.82% | 93,278 | Added |
| 25 | HEI | HEICO CORP NEW | $10.0M | 1.77% | 36,613 | Added |
Source: SEC Form 13F filings · as of 2026-03-31