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Portfolio (Quarterly) Guide ↗

MinichMacGregor Wealth Management, LLC

· CIK 0001744318
13F Portfolio $566.7B AUM 136 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 37 Added 50 Reduced 26 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CLOI VANECK ETF TRUST 4,465.0 $235K 0.04% NEW $52.70 +0.2%
22 EIX EDISON INTL Utilities 3,145.0 $230K 0.04% NEW $73.18 -3.3%
23 F FORD MTR CO Consumer Cyclical 19,458.0 $225K 0.04% NEW $11.54 +25.5%
24 TRST TRUSTCO BK CORP N Y Financial Services 4,638.0 $203K 0.04% NEW $43.79 +12.0%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 4,002.0 $201K 0.04% NEW $50.20 -6.3%
26 STLA STELLANTIS N.V Consumer Cyclical 10,300.0 $73K 0.01% NEW $7.09 +10.6%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Technology 20.8%
Industrials 16.8%
Consumer Cyclical 11.6%
Energy 8.7%
Communication Services 6.3%
Basic Materials 3.7%
Utilities 1.2%
Healthcare 1.0%
Consumer Defensive 0.4%