MinichMacGregor Wealth Management
MinichMacGregor Wealth Management reported 159 stocks worth $620M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IHE (5.2%), GLD (3.8%) and PYLD (3.8%). Compared with Q2 2026, the fund opened new positions in IHE, IEO and LNG, added to PYLD, NVDA and IYZ, trimmed GLD, VWO and SCHG and sold out of ROBO, BIL and TJX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IHE Ishares U.s. Pharmaceuticals ETF | $32.1M | 5.2% | 319K | New position | 1 of 8 | |
| 2 |  GLD Spdr Gold TR | $23.4M | 3.8% | 61K | −28K (−31%) | 8 of 8 | |
| 3 |  PYLD Pimco ETF TR | $23.4M | 3.8% | 920K | +37K (+4%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $21.8M | 3.5% | 96K | +2,522 (+3%) | 8 of 8 | |
| 5 |  IYZ Ishares TR | $20.7M | 3.4% | 504K | +7,138 (+1%) | 2 of 8 | |
| 6 |  IGV Ishares Expanded Tech | $18.7M | 3.0% | 176K | +21K (+14%) | 7 of 8 | |
| 7 |  VWO Vanguard Intl Equity Index F | $17.8M | 2.9% | 300K | −88K (−23%) | 6 of 8 | |
| 8 |  SCHG Schwab Strategic TR | $17.7M | 2.9% | 491K | −533 (−0%) | 8 of 8 | |
| 9 |  SCHX Schwab US Large Cap ETF | $17.4M | 2.8% | 579K | +4,791 (+1%) | 8 of 8 | |
| 10 |  EMXC Ishares Msci Emerging Markets EX China ETF | $17.1M | 2.8% | 173K | −50K (−23%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ROBO Exchange Traded Concepts Tru | $15M | 175K |
 BIL ST Stert Spdr Blmbg 1 3 | $10.4M | 113K |
 TJX Tjx Cos Inc New | $7.1M | 47K |
 SLB Slb Limited | $6.9M | 148K |
 XLU Select Sector Spdr TR | $2M | 45K |
🔒 Free account: see all 23.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MinichMacGregor Wealth Management 13F FAQ
What does MinichMacGregor Wealth Management own?
MinichMacGregor Wealth Management reported 159 stocks worth $620M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IHE (5.2%), GLD (3.8%) and PYLD (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did MinichMacGregor Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 32 new positions, 54 added to, 51 trimmed and 23 sold out. New positions include IHE, IEO and LNG. It sold all of ROBO, BIL and TJX.
When will MinichMacGregor Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is MinichMacGregor Wealth Management's portfolio worth?
The Q3 2026 filing reports $620M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.