MinichMacGregor Wealth Management, LLC
•CIK: 1744318•Filing: Q4 2025
MinichMacGregor Wealth Management, LLC manages $552M across a diversified portfolio of 136 positions. The fund exhibits significant allocations to global equities and commodities, notably holding GQ9 at $38.5M and ITA* at $22.5M. Further concentration is visible in precious metals exposure via SLV ($21.8M) and PYLD ($20.7M). Top holdings also include international and sector-specific plays such as VWO ($19.1M) and NVDA ($15.8M).
Total AUM
$551.9M
QoQ Performance
+7.7%
Positions
96
Top 10 Concentration
37.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GQ9
GQ97.0%
ITA*4.1%
SLV4.0%
PYLD3.8%
IYC3.7%
VWO3.5%
IYF3.0%
NVDA2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.1%
Technology8.8%
ETF3.3%
Financial2.0%
Consumer2.0%
Industrial1.2%
Healthcare0.2%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
+17 more exited positions
Changes from Q3 2025
NEW18 new positions
↑52 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023