Latest MinichMacGregor Wealth Management, LLC Stock Portfolio

MinichMacGregor Wealth Management, LLC Performance:

2026 Q1: -0.39%YTD: -0.39%2025: 14.36%

Performance for 2026 Q1 is -0.39%, and YTD is -0.39%, and 2025 is 14.36%.

About MinichMacGregor Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, MinichMacGregor Wealth Management, LLC reported an equity portfolio of $566.7 Millions as of 31 Mar, 2026.

The top stock holdings of MinichMacGregor Wealth Management, LLC are GLD, AAXJ, BOND. The fund has invested 6.2% of it's portfolio in SPDR GOLD TR and 5% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (IJR), PALO ALTO NETWORKS INC (PANW) and CINTAS CORP (CTAS) stocks. They significantly reduced their stock positions in ISHARES SILVER TR (SLV), ISHARES TR (IJR) and EATON CORP PLC (ETN). MinichMacGregor Wealth Management, LLC opened new stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and EXCHANGE TRADED CONCEPTS TRU (BITQ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF), ISHARES TR (AAXJ) and CATERPILLAR INC (CAT).

MinichMacGregor Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MinichMacGregor Wealth Management, LLC made a return of -0.39% in the last quarter. In trailing 12 months, it's portfolio return was 16.29%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	19,871,300
ishares tr	19,752,900
exchange traded concepts tru	12,513,800
spdr series trust	11,785,600
vaneck etf trust	10,702,700
ishares tr	7,996,030
valero energy corp	6,876,800
slb limited	6,254,200

New stocks bought by MinichMacGregor Wealth Management, LLC

Additions

Ticker	% Inc.
ishares inc	1,333
ishares tr	95.58
caterpillar inc	86.12
vanguard index fds	64.78
exxon mobil corp	45.19
walmart inc	37.33
transocean ltd	33.33
vanguard intl equity index f	24.88

Additions to existing portfolio by MinichMacGregor Wealth Management, LLC

Reductions

Ticker	% Reduced
ishares silver tr	-99.04
ishares tr	-97.96
eaton corp plc	-95.61
state str spdr dow jones ind	-77.77
first tr exchange-traded fd	-74.18
invesco qqq tr	-68.32
wells fargo & co	-46.34
apa corporation	-27.89

MinichMacGregor Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
zeta global holdings corp	-5,388,940
ishares tr	-20,566,500
ishares tr	-13,236,000
ishares tr	-11,984,000
palo alto networks inc	-8,856,490
cintas corp	-6,058,300
leidos holdings inc	-5,715,570
servicenow inc	-4,269,380

MinichMacGregor Wealth Management, LLC got rid off the above stocks

Sector Distribution

MinichMacGregor Wealth Management, LLC has about 74.4% of it's holdings in Others sector.

Sector	%
Others	74.4
Technology	7.4
Industrials	6.1
Consumer Cyclical	4.2
Energy	3
Communication Services	2.3
Basic Materials	1.3

Market Cap. Distribution

MinichMacGregor Wealth Management, LLC has about 25.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.4
LARGE-CAP	15.4
MEGA-CAP	9.9

Stocks belong to which Index?

About 23.7% of the stocks held by MinichMacGregor Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76.3
S&P 500	21.8
RUSSELL 2000	1.9

Top 5 Winners (%)		%
APA	apa corporation	63.3 %
RIG	transocean ltd	49.2 %
STX	seagate technology hldngs pl	38.2 %
CVX	chevron corporation	34.9 %
	ge vernova inc	33.6 %

Top 5 Winners ($)		$
GLD	spdr gold tr	3.0 M
KLAC	kla corp	2.2 M
IAU	ishares gold tr	1.0 M
EMGF	ishares inc	0.8 M
LMT	lockheed martin corp	0.7 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-34.0 %
	adams diversified equity fd	-31.9 %
LEU	centrus energy corp	-28.5 %
AXON	axon enterprise inc	-25.2 %
MSFT	microsoft corp	-23.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.9 M
HEI	heico corp new	-1.7 M
FNDA	schwab strategic tr	-1.7 M
NVDA	nvidia corporation	-1.2 M
GOOG	alphabet inc	-1.0 M

MinichMacGregor Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MinichMacGregor Wealth Management, LLC

MinichMacGregor Wealth Management, LLC has 134 stocks in it's portfolio. About 36.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for MinichMacGregor Wealth Management, LLC last quarter.

Last Reported on: 20 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.63	14,133	3,586,890	reduced	-4.25

AAXJ	ishares tr	4.96	128,568	28,124,400	added	22.63

AAXJ	ishares tr	3.51	686,398	19,871,300	new

AAXJ	ishares tr	2.02	69,755	11,452,500	added	7.42

AAXJ	ishares tr	1.82	93,278	10,297,000	added	6.92

AAXJ	ishares tr	1.51	467,939	8,558,600	added	95.58

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.06	1,455	316,576	reduced	-20.84

ACT	advisorshares tr	0.00	0.00	0.00	sold off	-100

AES	aes corp	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	1.89	262,900	10,702,700	new

AFK	vaneck etf trust	0.71	30,113	4,010,750	added	5.8

AFLG	first tr exchng traded fd vi	1.63	211,946	9,230,780	added	3.13

AGNG	global x fds	0.05	15,308	262,545	added	14.94

AGT	ishares tr	0.04	8,590	208,222	unchanged	0.00

AIRR	first tr exchange traded fd	0.17	6,797	983,237	reduced	-12.19

AIRR	first tr exchange traded fd	0.15	14,253	861,416	reduced	-5.8

AIRR	first tr exchange traded fd	0.12	17,225	656,445	new

AMD	advanced micro devices inc	0.12	3,361	683,728	reduced	-9.33