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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 6 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MS MORGAN STANLEY Financial Services 1,721.0 $283K 0.05% +114.0 +7.1% $164.57 +18.2%
102 GILD GILEAD SCIENCES INC Healthcare 2,008.0 $280K 0.05% NEW $139.37 -5.2%
103 AVGO BROADCOM INC Technology 898.0 $278K 0.05% $309.70 +37.3%
104 WMB WILLIAMS COS INC Energy 3,734.0 $272K 0.05% -73.0 -1.9% $72.79 +6.7%
105 WFC WELLS FARGO & CO Financial Services 3,412.0 $272K 0.05% -3K -46.3% $79.61 -7.3%
106 MTUM ISHARES TR 1,130.0 $271K 0.05% -84.0 -6.9% $239.99 +24.3%
107 QYLD GLOBAL X FDS 15,308.0 $263K 0.05% +2K +14.9% $17.15 +4.3%
108 BAC BANK AMERICA CORP Financial Services 5,314.0 $259K 0.05% -836.0 -13.6% $48.75 +2.1%
109 IBDW ISHARES TR 12,206.0 $255K 0.04% $20.93 -0.9%
110 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,075.0 $248K 0.04% NEW $80.56 -9.0%
111 EMR EMERSON ELEC CO Industrials 1,862.0 $244K 0.04% -180.0 -8.8% $131.02 +5.2%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 975.0 $237K 0.04% +63.0 +6.9% $242.57 -10.0%
113 XLG INVESCO EXCHANGE TRADED FD T 4,317.0 $235K 0.04% -348.0 -7.5% $54.55 +16.5%
114 CLOI VANECK ETF TRUST 4,465.0 $235K 0.04% NEW $52.70 +0.2%
115 EIX EDISON INTL Utilities 3,145.0 $230K 0.04% NEW $73.18 -3.3%
116 FXR FIRST TR EXCHANGE-TRADED FD 2,910.0 $230K 0.04% $78.93 +6.5%
117 IVZ INVESCO LTD Financial Services 9,267.0 $225K 0.04% -1K -13.1% $24.29 +14.2%
118 F FORD MTR CO Consumer Cyclical 19,458.0 $225K 0.04% NEW $11.54 +25.5%
119 RTX RTX CORPORATION Industrials 1,163.0 $224K 0.04% -99.0 -7.8% $192.92 -8.9%
120 V VISA INC Financial Services 738.0 $223K 0.04% -261.0 -26.1% $302.61 +6.6%
Page 6 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 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%