MinichMacGregor Wealth Management, LLC - Portfolio Stock Holdings
MinichMacGregor Wealth Management, LLC disclosed 170 stock positions in a recent SEC 13F filing. $659,178,837 of stock holdings were filed, with the largest holdings including GLD, SOXX, and PYLD. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $722,877,131 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
170Est. Stock Holding Value:
$659,178,837Top Stock Holdings By Sector
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Portfolio Stock Holdings - MinichMacGregor Wealth Management, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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