MinichMacGregor Wealth Management, LLC

Institutional manager·CIK 0001744318

Annual return '25

+14.1%

SPY '25

+17.7%

Alpha

-3.6ptsvs SPY

Invested

$1.1B

Holdings

135

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In development

Quarterly performance not yet computed for this fund.

The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.

Top holdings · current snapshot

Source: 13F-HR

$GQ9

SPDR GOLD TR

Q1 2026: New position (1.5k shares)

6.2%

$ITA

ISHARES TR

Q3 2025: Increased +24.7% (84.4k → 105.2k shares)

5.0%

$PYLD

PIMCO ETF TR

Q1 2025: Increased +28.3% (559.6k → 717.9k shares)

3.9%

$VWO

VANGUARD INTL EQUITY INDEX F

Q3 2025: Increased +48.0% (225.9k → 334.4k shares)

3.6%

$IEZ

ISHARES TR

Held since at least Q1 2024

3.5%

$SOXX

ISHARES TR

Q3 2025: Exited (was 516 shares)

3.5%

$EMXC

ISHARES INC

Held since at least Q1 2024

3.4%

$NVDA

NVIDIA CORPORATION

Q3 2025: Increased +2.5% (82.2k → 84.3k shares)

2.8%

$SCHX

SCHWAB STRATEGIC TR

Q3 2025: Sold 0.9% (541.2k → 536.3k shares)

2.6%

$SCHG

SCHWAB STRATEGIC TR

Q3 2025: Increased +51.6% (307.6k → 466.4k shares)

2.5%

See all 135 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:55 UTC.