Arkolith/Funds/MinichMacGregor Wealth Management, LLC

MinichMacGregor Wealth Management, LLC

CIK 1744318Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

MinichMacGregor Wealth Management, LLC holds a diversified book of 150 stocks worth $659.2M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Ishares US Telecommunication and trimmed Ishares Semiconductor ETF. Their largest long position is SPDR Gold Shares at 5% of the equity book.

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Use Arkolith to show MinichMacGregor Wealth Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
118
new positions
Added to
58
existing
Trimmed
40
reduced
Sold out
20
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
34%
Top 20 holdings
56%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
17%
Financials
6%
Consumer Discretionary
3%
Energy
2%
Industrials
2%
Utilities
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

150 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Gold TR
GOLD SHS
$33.0M89.6K
5.0%
+9.4%
Added · +8K sh
2Ishares TR
ISHARES SEMICDTR
$27.4M42.7K
4.2%
−29%
Reduced · −17K sh
3Pimco ETF TR
MULTISECTOR BD
$23.4M883.7K
3.6%
+5.8%
Added · +49K sh
4Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$23.2M388.4K
3.5%
+2.1%
Added · +8K sh
5Ishares Inc
MSCI EMRG CHN
$22.8M223.3K
3.5%
−8.8%
Reduced · −22K sh
6Ishares TR
US TELECOM ETF
$21.0M496.7K
3.2%
New
New position
7Nvidia Corporation
COM
$18.6M93.0K
2.8%
+2.0%
Added · +2K sh
8SPDR Series Trust
ST STR SP TELCO
$17.7M78.0K
2.7%
+24%
Added · +15K sh
9Schwab Strategic TR
US LRG CAP ETF
$16.9M574.6K
2.6%
+0.8%
Added · +5K sh
10Ishares TR
US AER DEF ETF
$16.7M68.9K
2.5%
−46%
Reduced · −60K sh
11Schwab Strategic TR
US LCAP GR ETF
$16.6M491.8K
2.5%
+1.6%
Added · +8K sh
12Vanguard World FD
INDUSTRIAL ETF
$15.9M44.1K
2.4%
−0.3%
Reduced · −151 sh
13Ishares TR
GL CLEAN ENE ETF
$15.7M763.9K
2.4%
+63%
Added · +296K sh
14Kla Corp
COM NEW
$15.5M51.3K
2.3%
+589%
Added · +44K sh
15Microsoft Corp
COM
$15.5M41.5K
2.3%
+63%
Added · +16K sh
16Exchange Traded Concepts Tru
ROBO GLB ETF
$15.0M175.3K
2.3%
−4.1%
Reduced · −8K sh
17Ishares TR
US INDUSTRIALS
$14.5M86.9K
2.2%
+4.1%
Added · +3K sh
18Ishares TR
EXPANDED TECH
$14.0M154.5K
2.1%
New
New position
19Ishares TR
CORE S&P500 ETF
$13.9M18.5K
2.1%
+2.3%
Added · +422 sh
20Ishares U S ETF TR
IT RT HDG HGYL
$13.5M155.9K
2.0%
+6.5%
Added · +9K sh
21Pimco ETF TR
ENHAN SHRT MA AC
$13.5M133.5K
2.0%
+7.2%
Added · +9K sh
22Ishares TR
US BR DEL SE ETF
$13.3M75.8K
2.0%
+8.6%
Added · +6K sh
23Alphabet Inc
CAP STK CL A
$13.2M37.1K
2.0%
−2.5%
Reduced · −941 sh
24Ishares TR
US DIGI REAL ETF
$13.1M109.4K
2.0%
New
New position
25Vanguard Intl Equity Index F
FTSE EUROPE ETF
$12.5M140.7K
1.9%
+5.5%
Added · +7K sh
26Broadcom Inc
COM
$12.4M32.8K
1.9%
36×
Added · +32K sh
27Cadence Design System Inc
COM
$11.7M31.1K
1.8%
New
New position
28Ishares TR
TRUST ISHARE 0-1
$11.3M102.0K
1.7%
+9.4%
Added · +9K sh
29Vaneck ETF Trust
REAL ASSETS ETF
$10.5M265.6K
1.6%
+1.0%
Added · +3K sh
30SPDR Series Trust
ST STR BLO 1 ETF
$10.4M113.0K
1.6%
New
New position
31Ishares TR
IBONDS DEC 2030
$10.3M474.2K
1.6%
+4.0%
Added · +18K sh
32First TR Exchng Traded FD VI
FT VEST U.S.
$10.0M212.7K
1.5%
+0.4%
Added · +799 sh
33Constellation Energy Corp
COM
$9.5M38.3K
1.4%
New
New position
34Valero Energy Corp
COM
$8.4M32.3K
1.3%
+16%
Added · +4K sh
35Heico Corp New
COM
$8.1M22.9K
1.2%
−38%
Reduced · −14K sh
36State STR SPDR S&P 500 ETF T
TR UNIT
$8.0M10.7K
1.2%
+8.0%
Added · +791 sh
37Marriott Intl Inc New
CL A
$7.4M19.9K
1.1%
−6.3%
Reduced · −1K sh
38TJX Cos Inc New
COM
$7.1M46.7K
1.1%
+8.1%
Added · +3K sh
39SLB Limited
COM STK
$6.9M148.2K
1.0%
+22%
Added · +27K sh
40Steel Dynamics Inc
COM
$6.6M29.0K
1.0%
−22%
Reduced · −8K sh
41Ishares TR
IBDS DEC28 ETF
$6.4M252.8K
1.0%
+2.6%
Added · +6K sh
42Ishares TR
1 3 YR TREAS BD
$5.3M64.1K
0.8%
+4.8%
Added · +3K sh
43Applied Matls Inc
COM
$5.0M6.9K
0.8%
New
New position
44Apple Inc
COM
$4.0M13.8K
0.6%
−2.1%
Reduced · −305 sh
45Ge Aerospace
COM NEW
$3.5M9.5K
0.5%
+5.4%
Added · +486 sh
46Vaneck ETF Trust
URANI NUCLE ETF
$3.4M29.0K
0.5%
−3.6%
Reduced · −1K sh
47Lockheed Martin Corp
COM
$2.9M5.6K
0.4%
−5.1%
Reduced · −304 sh
48Ge Vernova Inc
COM
$2.8M2.4K
0.4%
−3.5%
Reduced · −86 sh
49Select Sector SPDR TR
ST STR UTIL ETF
$2.0M45.2K
0.3%
New
New position
50JPMorgan Chase & Co
COM
$1.8M5.4K
0.3%
−1.8%
Reduced · −101 sh
Showing 50 of 150 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 2026150$659.2M13F-HR
Q1 2026Mar 31, 2026Apr 20, 2026136$566.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026136$551.9M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025140$512.7M13F-HR
Q2 2025Jun 30, 2025Jul 16, 2025125$467.6M13F-HR
Q1 2025Mar 31, 2025Apr 22, 2025125$446.4M13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025119$481.6M13F-HR
Q3 2024Sep 30, 2024Oct 30, 2024117$466.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.