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MinichMacGregor Wealth Management, LLC
Updated 5 days agoManaged by Minichmacgregor Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$620.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $512.7M |
| Q4 2025 | $551.9M |
| Q1 2026 | $566.7M |
| Q2 2026 | $659.2M |
| Q3 2026 | $620.1M |
Top holdings
159 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A ISHARES TR | $32.1M | 319.3K | 5.18% | — |
| 2 | $23.4M | 61.5K | 3.78% | Trimmed(-31.4%) | |
| 3 | $23.4M | 920.4K | 3.77% | Added(+4.2%) | |
| 4 | $21.8M | 95.5K | 3.52% | Added(+2.7%) | |
| 5 | ? N/A ISHARES TR | $20.7M | 503.8K | 3.35% | Added(+1.4%) |
| 6 | $18.7M | 175.6K | 3.01% | Added(+13.7%) | |
| 7 | $17.8M | 300.4K | 2.87% | Trimmed(-22.6%) | |
| 8 | $17.7M | 491.2K | 2.85% | Trimmed(-0.1%) | |
| 9 | $17.4M | 579.4K | 2.80% | Added(+0.8%) | |
| 10 | $17.1M | 173.0K | 2.76% | Trimmed(-22.5%) | |
| 11 | $16.5M | 78.4K | 2.66% | Added(+3323.4%) | |
| 12 | $16.3M | 80.5K | 2.63% | Added(+3.2%) | |
| 13 | $14.8M | 28.9K | 2.39% | Trimmed(-30.4%) | |
| 14 | $14.2M | 18.6K | 2.29% | Added(+0.3%) | |
| 15 | $14.2M | 44.2K | 2.28% | Added(+0.3%) | |
| 16 | $13.9M | 162.5K | 2.24% | Added(+4.2%) | |
| 17 | $13.3M | 75.4K | 2.14% | Trimmed(-0.4%) | |
| 18 | ? N/A ISHARES TR | $12.7M | 96.5K | 2.05% | — |
| 19 | $12.7M | 112.9K | 2.05% | Added(+3.2%) | |
| 20 | $12.5M | 144.4K | 2.02% | Added(+2.7%) |