MinichMacGregor Wealth Management, LLC
CIK 1744318
13F filing for Q2 2026・No. 3,322
- Holdings
- US$659.19M
- Quarter change
- +US$92.48M
- Entries
- 150
- Net bought (estimate)
- +US$26.56M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 34
- Sold out 20
- Cut 41
- Added 57
- Corporate actions 0
- Unchanged 18
Largest holdings
150 stocks worth US$659.19M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GLDSPDR GOLD TRGOLD SHS | Added | 89,631 | US$33.02M | 5.01% |
| ISHARES TRISHARES SEMICDTR | Cut | 42,749 | US$27.39M | 4.16% |
| PIMCO ETF TRMULTISECTOR BD | Added | 883,704 | US$23.44M | 3.56% |
| VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | Added | 388,350 | US$23.18M | 3.52% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 223,349 | US$22.85M | 3.47% |
| ISHARES TRUS TELECOM ETF | New | 496,666 | US$21.01M | 3.19% |
| NVDANvidiaCOM | Added | 92,994 | US$18.61M | 2.82% |
| SPDR SERIES TRUSTST STR SP TELCO | Added | 77,996 | US$17.74M | 2.69% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Added | 574,588 | US$16.91M | 2.57% |
| ISHARES TRUS AER DEF ETF | Cut | 68,882 | US$16.7M | 2.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.