account_balance
Investment manager · 13F filer · SEC CIK 1744318
MinichMacGregor Wealth Management, LLC
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Reported value$620Mas of Sep 30, 2026
Positions159 31 new, 22 sold out
Top 10 weight33.9%IHE alone is 5%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IHEiShares Tr
5.2%New
GLDSPDR Gold Trust
3.8%Trimmed −31%
PYLDPimco ETF Tr
3.8%Added +4%
NVDANVIDIA Corp
3.5%Added +3%
IYZiShares Tr
3.3%
IGViShares Tr
3.0%Added +14%
VWOVanguard Intl Equity Index F
2.9%Trimmed −23%
SCHGSchwab Strategic Tr
2.8%
SCHXSchwab Strategic Tr
2.8%
EMXCiShares Inc
2.8%Trimmed −23%
IBBiShares Tr
2.7%Added +3323%
XTLSPDR Series Trust
2.6%Added +3%
IHEiShares Tr
5.2%New
GLDSPDR Gold Trust
3.8%
PYLDPimco ETF Tr
3.8%
NVDANVIDIA Corp
3.5%+3%
IYZiShares Tr
3.3%
IGViShares Tr
3.0%+14%
VWOVanguard Intl Equity Index F
2.9%
SCHGSchwab Strategic Tr
2.8%
SCHXSchwab Strategic Tr
2.8%
EMXCiShares Inc
2.8%
IBBiShares Tr
2.7%
XTLSPDR Series Trust
2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IHE iShares Tr 5.2% New
GLD SPDR Gold Trust 3.8% Trimmed −31%PYLD Pimco ETF Tr 3.8% Added +4%
NVDA NVIDIA Corp 3.5% Added +3%IYZ iShares Tr 3.3% Held
IGV iShares Tr 3.0% Added +14%
VWO Vanguard Intl Equity Index F 2.9% Trimmed −23%
SCHG Schwab Strategic Tr 2.8% Held
SCHX Schwab Strategic Tr 2.8% Held
EMXC iShares Inc 2.8% Trimmed −23%
IBB iShares Tr 2.7% Added +3323%
XTL SPDR Series Trust 2.6% Added +3%
What changed
Biggest moves since Jun 30, 2026
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