MinichMacGregor Wealth Management, LLC

Institutional manager (13F) · CIK 1744318

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $533M

#	Issuer	Value	Shares
1	SPDR GOLD TR	$35M	81,912
2	ISHARES TR	$28M	128,568
3	PIMCO ETF TR	$22M	834,932
4	VANGUARD INTL EQUITY INDEX F	$21M	380,507
5	ISHARES TR	$20M	686,398
6	ISHARES TR	$20M	59,899
7	ISHARES INC	$19M	244,964
8	NVIDIA CORPORATION	$16M	91,166
9	SCHWAB STRATEGIC TR	$15M	569,955
10	SCHWAB STRATEGIC TR	$14M	484,244
11	VANGUARD WORLD FD	$14M	44,218
12	ISHARES GOLD TR	$13M	149,400
13	ISHARES U S ETF TR	$13M	146,471
14	PIMCO ETF TR	$13M	124,603
15	EXCHANGE TRADED CONCEPTS TRU	$13M	182,845
16	ISHARES TR	$12M	83,451
17	ISHARES TR	$12M	18,078
18	SPDR SERIES TRUST	$12M	62,669
19	ISHARES TR	$11M	69,755
20	VANGUARD INTL EQUITY INDEX F	$11M	133,411
21	KLA CORP	$11M	7,446
22	ALPHABET INC	$11M	37,994
23	VANECK ETF TRUST	$11M	262,900
24	ISHARES TR	$10M	93,278
25	HEICO CORP NEW	$10M	36,613
26	ISHARES TR	$10M	455,756
27	KRATOS DEFENSE & SEC SOLUTIO	$10M	140,442
28	MICROSOFT CORP	$9M	25,513
29	FIRST TR EXCHNG TRADED FD VI	$9M	211,946
30	ISHARES TR	$9M	467,939
31	ISHARES TR	$8M	127,042
32	MARRIOTT INTL INC NEW	$7M	21,236
33	TJX COS INC NEW	$7M	43,244
34	BERKSHIRE HATHAWAY INC DEL	$7M	14,375
35	VALERO ENERGY CORP	$7M	27,832
36	OREILLY AUTOMOTIVE INC	$7M	73,674
37	STEEL DYNAMICS INC	$7M	37,314
38	STATE STR SPDR S&P 500 ETF T	$6M	9,859
39	SLB LIMITED	$6M	121,700
40	ISHARES TR	$6M	246,393
41	PARKER-HANNIFIN CORP	$6M	6,717
42	ISHARES TR	$5M	61,167
43	VANECK ETF TRUST	$4M	30,113
44	LOCKHEED MARTIN CORP	$4M	5,946
45	APPLE INC	$4M	14,133
46	GE AEROSPACE	$3M	8,976
47	INVESCO ACTVELY MNGD ETC FD	$3M	146,526
48	GE VERNOVA INC	$2M	2,483
49	JPMORGAN CHASE & CO	$2M	5,486
50	AMAZON COM INC	$1M	7,116

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.