MinichMacGregor Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, MinichMacGregor Wealth Management, LLC held in its portfolio 136 assets valued at $551,893,118 (i.e. $551.89M).
The most valuable assets in the portfolio included: SPDR GOLD TR ($38.48M), ISHARES TR ($22.51M), and ISHARES SILVER TR ($21.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 136 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MinichMacGregor Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR GOLD TR | 97098 | 38481158 | GOLD SHS |
| ISHARES TR | 104845 | 22509305 | US AER DEF ETF |
| ISHARES SILVER TR | 339166 | 21849129 | ISHARES |
| PIMCO ETF TR | 776394 | 20714197 | MULTISECTOR BD |
| ISHARES TR | 199422 | 20566469 | US CONSUM DISCRE |
| VANGUARD INTL EQUITY INDEX F | 355967 | 19136820 | FTSE EMR MKT ETF |
| ISHARES TR | 129156 | 16652124 | U.S. FINLS ETF |
| NVIDIA CORPORATION | 83748 | 15757189 | COM |
| SCHWAB STRATEGIC TR | 466804 | 15227179 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 551211 | 14833095 | US LRG CAP ETF |
| ALPHABET INC | 42505 | 13304340 | CAP STK CL A |
| ISHARES TR | 125234 | 13235999 | EXPANDED TECH |
| VANGUARD WORLD FD | 43672 | 13030989 | INDUSTRIAL ETF |
| MICROSOFT CORP | 25529 | 12346671 | COM |
| ISHARES GOLD TR | 148873 | 12084092 | ISHARES NEW |
| ISHARES TR | 110594 | 11984030 | U.S. UTILITS ETF |
| ISHARES TR | 64937 | 11647789 | US BR DEL SE ETF |
| KLA CORP | 9445 | 11476932 | COM NEW |
| ISHARES U S ETF TR | 130748 | 11270515 | IT RT HDG HGYL |
| PIMCO ETF TR | 111601 | 11198091 | ENHAN SHRT MA AC |
| ISHARES TR | 16345 | 11195963 | CORE S&P500 ETF |
| ISHARES TR | 74821 | 11086338 | US INDUSTRIALS |
| HEICO CORP NEW | 31951 | 10339269 | COM |
| ISHARES TR | 87237 | 9609156 | TRUST ISHARE 0-1 |
| ISHARES TR | 426638 | 9415914 | IBONDS DEC 2030 |
| FIRST TR EXCHNG TRADED FD VI | 205517 | 9113446 | FT VEST U.S. |
| VANGUARD INTL EQUITY INDEX F | 106830 | 8932085 | FTSE EUROPE ETF |
| PALO ALTO NETWORKS INC | 47990 | 8856487 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 116070 | 8810915 | COM NEW |
| MARRIOTT INTL INC NEW | 22756 | 7059824 | CL A |
| SPDR S&P 500 ETF TR | 10088 | 6879881 | TR UNIT |
| TJX COS INC NEW | 44221 | 6792921 | COM |
| BERKSHIRE HATHAWAY INC DEL | 13279 | 6674705 | CL B NEW |
| STEEL DYNAMICS INC | 38255 | 6482348 | COM |
| CINTAS CORP | 32213 | 6058302 | COM |
| ISHARES TR | 237418 | 6043499 | IBDS DEC28 ETF |
| LEIDOS HOLDINGS INC | 31682 | 5715570 | COM |
| OREILLY AUTOMOTIVE INC | 62615 | 5711169 | COM |
| ZETA GLOBAL HOLDINGS CORP | 264812 | 5388936 | CL A |
| ISHARES TR | 55458 | 4593032 | 1 3 YR TREAS BD |
| EATON CORP PLC | 13996 | 4458076 | SHS |
| SERVICENOW INC | 27869 | 4269382 | COM |
| APPLE INC | 14760 | 4012709 | COM |
| ISHARES TR | 239257 | 3930993 | GL CLEAN ENE ETF |
| VANECK ETF TRUST | 28463 | 3535105 | URANIUM AND NUCL |
| GE AEROSPACE | 9872 | 3040928 | COM NEW |
| LOCKHEED MARTIN CORP | 6052 | 2927641 | COM |
| INVESCO QQQ TR | 4555 | 2798184 | UNIT SER 1 |
| JPMORGAN CHASE & CO. | 6496 | 2093340 | COM |
| AMAZON COM INC | 8159 | 1883407 | COM |
| GE VERNOVA INC | 2483 | 1622990 | COM |
| TESLA INC | 2778 | 1249322 | COM |
| ISHARES INC | 17090 | 1242101 | MSCI EMRG CHN |
| SPDR DOW JONES INDL AVERAGE | 2159 | 1037971 | UT SER 1 |
| FIRST TR EXCHANGE TRADED FD | 7741 | 1002728 | NASDQ SEMCNDTR |
| FIRST TR EXCHANGE TRADED FD | 15130 | 951975 | DORSEY WRT 5 ETF |
| FIRST TR EXCHANGE-TRADED FD | 3536 | 951820 | DJ INTERNT IDX |
| ADVANCED MICRO DEVICES INC | 3707 | 793891 | COM |
| FIRST TR EXCHANGE-TRADED FD | 17403 | 744674 | INDXX AEROSPACE |
| META PLATFORMS INC | 1121 | 740139 | CL A |
| VERISK ANALYTICS INC | 3271 | 731843 | COM |
| FIRST TR EXCHANGE TRADED FD | 16241 | 731007 | UTILITIES ALPH |
| CGI INC | 7834 | 723078 | CL A SUB VTG |
| FIRST TR EXCHANGE TRADED FD | 11884 | 717199 | FINLS ALPHADEX |
| AT&T INC | 24931 | 619295 | COM |
| VANGUARD INDEX FDS | 1819 | 609946 | TOTAL STK MKT |
| WELLS FARGO CO NEW | 6358 | 592566 | COM |
| INVESCO EXCHANGE TRADED FD T | 3065 | 587224 | S&P500 EQL WGT |
| AMERICAN EXPRESS CO | 1561 | 577813 | COM |
| WALMART INC | 5103 | 571548 | COM |
| ELI LILLY & CO | 521 | 560456 | COM |
| CAMECO CORP | 6067 | 555070 | COM |
| FREEPORT-MCMORAN INC | 10000 | 507900 | CL B |
| BOSTON SCIENTIFIC CORP | 5311 | 506404 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 15548 | 505889 | COM |
| CENTRUS ENERGY CORP | 2056 | 499115 | CL A |
| ALPHABET INC | 1499 | 470386 | CAP STK CL C |
| GOLDMAN SACHS GROUP INC | 524 | 460645 | COM |
| VANGUARD INDEX FDS | 916 | 446880 | GROWTH ETF |
| ABBVIE INC | 1838 | 420095 | COM |
| CHEVRON CORP NEW | 2551 | 388866 | COM |
| INVESCO EXCHANGE TRADED FD T | 4701 | 370721 | SEMICONDUCTORS |
| INVESCO EXCHANGE TRADED FD T | 2364 | 370273 | AEROSPACE DEFN |
| MICRON TECHNOLOGY INC | 1295 | 369797 | COM |
| INVESCO EXCHANGE TRADED FD T | 12040 | 367724 | WILDERHIL CLAN |
| INVESCO EXCHANGE TRADED FD T | 2714 | 363585 | NEXT GEN CONNECT |
| CITIGROUP INC | 3081 | 359522 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 6584 | 355189 | NASDAQ INTERNT |
| INVESCO EXCH TRADED FD TR II | 21982 | 353523 | GBL CLEAN ENRG |
| BANK NEW YORK MELLON CORP | 3034 | 352217 | COM |
| VISA INC | 999 | 350359 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 5805 | 345803 | NEXT GEN MEDIA |
| BANK AMERICA CORP | 6150 | 338269 | COM |
| EXXON MOBIL CORP | 2618 | 315116 | COM |
| GENERAL MTRS CO | 3831 | 311537 | COM |
| BROADCOM INC | 899 | 311230 | COM |
| CISCO SYS INC | 4003 | 308426 | COM |
| ISHARES TR | 1214 | 303876 | MSCI USA MMENTM |
| PIMCO ETF TR | 5685 | 292834 | PREFERRED AND CP |
| SIMON PPTY GROUP INC NEW | 1568 | 290252 | COM |
| MORGAN STANLEY | 1607 | 285291 | COM NEW |
| AXON ENTERPRISE INC | 500 | 283965 | COM |
| JOHNSON & JOHNSON | 1369 | 283473 | COM |
| INVESCO LTD | 10659 | 280012 | SHS |
| ADVISORSHARES TR | 3244 | 279811 | DORSEY WRIGT ADR |
| ISHARES TR | 6643 | 277767 | INTL TREA BD ETF |
| INVESCO EXCHANGE TRADED FD T | 4665 | 276541 | S&P 500 TOP 50 |
| GE HEALTHCARE TECHNOLOGIES I | 3347 | 274525 | COMMON STOCK |
| EMERSON ELEC CO | 2042 | 271014 | COM |
| INTERNATIONAL BUSINESS MACHS | 912 | 270171 | COM |
| APA CORPORATION | 10793 | 263997 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1141 | 262670 | SHS |
| SEAGATE TECHNOLOGY HLDNGS PL | 945 | 260244 | ORD SHS |
| ISHARES TR | 12206 | 258157 | IBONDS DEC 2031 |
| TRANSOCEAN LTD | 60000 | 247800 | REGISTERED SHS |
| VANGUARD INDEX FDS | 389 | 244478 | S&P 500 ETF SHS |
| CATERPILLAR INC | 425 | 243868 | COM |
| AES CORP | 16772 | 240510 | COM |
| GLOBAL X FDS | 13318 | 235342 | NASDAQ 100 COVER |
| ALTRIA GROUP INC | 4076 | 235022 | COM |
| FIRST TR EXCHANGE TRADED FD | 2910 | 232436 | INDLS PROD DUR |
| RTX CORPORATION | 1262 | 231474 | COM |
| ORACLE CORP | 1185 | 230986 | COM |
| WILLIAMS COS INC | 3807 | 228874 | COM |
| NETFLIX INC | 1666 | 224311 | COM |
| ISHARES TR | 9080 | 212517 | IBONDS DEC 29 |
| ISHARES TR | 8633 | 209609 | IBONDS 27 ETF |
| ISHARES TR | 1539 | 209535 | U.S. INSRNCE ETF |
| VANGUARD INDEX FDS | 811 | 209197 | SMALL CP ETF |
| PROSHARES TR | 3960 | 208771 | ULTRAPRO QQQ |
| ISHARES TR | 8590 | 208136 | IBONDS DEC2026 |
| MPLX LP | 3865 | 206284 | COM UNIT REP LTD |
| ISHARES BITCOIN TRUST ETF | 4039 | 200536 | SHS BEN INT |
| PLUG POWER INC | 55613 | 109558 | COM NEW |
| FUELCELL ENERGY INC | 10013 | 73195 | COM NEW |
| OFS CREDIT COMPANY INC | 11635 | 56314 | COM |
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