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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SLV ISHARES SILVER TR Financial Services 3,268.0 $223K 0.04% -336K -99.0% $68.16 +1.3%
122 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,127.0 $223K 0.04% -220.0 -6.6% $71.20 -12.0%
123 DIA STATE STR SPDR DOW JONES IND Financial Services 480.0 $222K 0.04% -2K -77.8% $463.19 +6.9%
124 ETN EATON CORP PLC Industrials 615.0 $220K 0.04% -13K -95.6% $358.14 +13.9%
125 MPLX MPLX LP Energy 3,758.0 $215K 0.04% -107.0 -2.8% $57.08 -2.6%
126 FDN FIRST TR EXCHANGE-TRADED FD 913.0 $214K 0.04% -3K -74.2% $234.03 +14.6%
127 VB VANGUARD INDEX FDS 811.0 $212K 0.04% $261.92 +7.6%
128 AXON AXON ENTERPRISE INC Industrials 500.0 $212K 0.04% $424.69 -7.7%
129 IBDU ISHARES TR 9,080.0 $211K 0.04% $23.26 -0.7%
130 IBDS ISHARES TR 8,633.0 $209K 0.04% $24.24 -0.2%
131 IBDR ISHARES TR 8,590.0 $208K 0.04% $24.24 -0.1%
132 TRST TRUSTCO BK CORP N Y Financial Services 4,638.0 $203K 0.04% NEW $43.79 +12.0%
133 VZ VERIZON COMMUNICATIONS INC Communication Services 4,002.0 $201K 0.04% NEW $50.20 -6.3%
134 PLUG PLUG PWR INC Industrials 55,738.0 $126K 0.02% $2.26 +67.7%
135 STLA STELLANTIS N.V Consumer Cyclical 10,300.0 $73K 0.01% NEW $7.09 +10.6%
136 FCEL FUELCELL ENERGY INC Industrials 10,013.0 $65K 0.01% $6.53 +230.8%
Page 7 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%