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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLG INVESCO EXCHANGE TRADED FD T 4,317.0 $235K 0.04% -348.0 -7.5% $54.55 +16.5%
42 IVZ INVESCO LTD Financial Services 9,267.0 $225K 0.04% -1K -13.1% $24.29 +14.2%
43 RTX RTX CORPORATION Industrials 1,163.0 $224K 0.04% -99.0 -7.8% $192.92 -8.9%
44 V VISA INC Financial Services 738.0 $223K 0.04% -261.0 -26.1% $302.61 +6.6%
45 SLV ISHARES SILVER TR Financial Services 3,268.0 $223K 0.04% -336K -99.0% $68.16 +1.3%
46 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,127.0 $223K 0.04% -220.0 -6.6% $71.20 -12.0%
47 DIA STATE STR SPDR DOW JONES IND Financial Services 480.0 $222K 0.04% -2K -77.8% $463.19 +6.9%
48 ETN EATON CORP PLC Industrials 615.0 $220K 0.04% -13K -95.6% $358.14 +13.9%
49 MPLX MPLX LP Energy 3,758.0 $215K 0.04% -107.0 -2.8% $57.08 -2.6%
50 FDN FIRST TR EXCHANGE-TRADED FD 913.0 $214K 0.04% -3K -74.2% $234.03 +14.6%
Page 3 of 3  ·  50 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%