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Portfolio (Quarterly) Guide ↗

MinichMacGregor Wealth Management, LLC

· CIK 0001744318
13F Portfolio $552M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETN EATON CORP PLC Industrials 13,996.0 $4.5M 0.81% NEW $318.53 +25.4%
42 NOW SERVICENOW INC Technology 27,869.0 $4.3M 0.77% NEW $153.19 -37.9%
43 AAPL APPLE INC Technology 14,760.0 $4.0M 0.73% NEW $271.86 +9.6%
44 ICLN ISHARES TR 239,257.0 $3.9M 0.71% NEW $16.43 +29.8%
45 NLR VANECK ETF TRUST 28,463.0 $3.5M 0.64% NEW $124.20 +2.7%
46 GE GE AEROSPACE Industrials 9,872.0 $3.0M 0.55% NEW $308.04 -8.6%
47 LMT LOCKHEED MARTIN CORP Industrials 6,052.0 $2.9M 0.53% NEW $483.75 +6.7%
48 QQQ INVESCO QQQ TR Financial Services 4,555.0 $2.8M 0.51% NEW $614.31 +14.9%
49 JPM JPMORGAN CHASE & CO. Financial Services 6,496.0 $2.1M 0.38% NEW $322.25 -7.6%
50 AMZN AMAZON COM INC Consumer Cyclical 8,159.0 $1.9M 0.34% NEW $230.84 +14.7%
51 GEV GE VERNOVA INC Utilities 2,483.0 $1.6M 0.29% NEW $653.64 +60.5%
52 TSLA TESLA INC Consumer Cyclical 2,778.0 $1.2M 0.23% NEW $449.72 -6.1%
53 EMXC ISHARES INC 17,090.0 $1.2M 0.23% NEW $72.68 +28.7%
54 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,159.0 $1.0M 0.19% NEW $480.76 +3.4%
55 FTXL FIRST TR EXCHANGE TRADED FD 7,741.0 $1.0M 0.18% NEW $129.53 +77.3%
56 FV FIRST TR EXCHANGE TRADED FD 15,130.0 $952K 0.17% NEW $62.92 +10.7%
57 FDN FIRST TR EXCHANGE-TRADED FD 3,536.0 $952K 0.17% NEW $269.18 +0.5%
58 AMD ADVANCED MICRO DEVICES INC Technology 3,707.0 $794K 0.14% NEW $214.16 +96.6%
59 MISL FIRST TR EXCHANGE-TRADED FD 17,403.0 $745K 0.14% NEW $42.79 +5.8%
60 META META PLATFORMS INC Communication Services 1,121.0 $740K 0.13% NEW $660.25 -7.0%
Page 3 of 7  ·  136 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 36.5%
Technology 26.6%
Industrials 15.3%
Consumer Cyclical 9.4%
Communication Services 6.3%
Basic Materials 2.8%
Energy 1.1%
Utilities 0.8%
Healthcare 0.8%
Consumer Defensive 0.3%