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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1744318/holdings"
Use Arkolith to show MinichMacGregor Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Gold TR GOLD SHS | $33.0M | 89.6K | 5.0% | ▲+9.4% Added · +8K sh | |
| 2 | Ishares TR ISHARES SEMICDTR | $27.4M | 42.7K | 4.2% | ▼−29% Reduced · −17K sh | |
| 3 | Pimco ETF TR MULTISECTOR BD | $23.4M | 883.7K | 3.6% | ▲+5.8% Added · +49K sh | |
| 4 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $23.2M | 388.4K | 3.5% | ▲+2.1% Added · +8K sh | |
| 5 | Ishares Inc MSCI EMRG CHN | $22.8M | 223.3K | 3.5% | ▼−8.8% Reduced · −22K sh | |
| 6 | Ishares TR US TELECOM ETF | $21.0M | 496.7K | 3.2% | ▲New New position | |
| 7 | Nvidia Corporation COM | $18.6M | 93.0K | 2.8% | ▲+2.0% Added · +2K sh | |
| 8 | SPDR Series Trust ST STR SP TELCO | $17.7M | 78.0K | 2.7% | ▲+24% Added · +15K sh | |
| 9 | Schwab Strategic TR US LRG CAP ETF | $16.9M | 574.6K | 2.6% | ▲+0.8% Added · +5K sh | |
| 10 | Ishares TR US AER DEF ETF | $16.7M | 68.9K | 2.5% | ▼−46% Reduced · −60K sh | |
| 11 | Schwab Strategic TR US LCAP GR ETF | $16.6M | 491.8K | 2.5% | ▲+1.6% Added · +8K sh | |
| 12 | Vanguard World FD INDUSTRIAL ETF | $15.9M | 44.1K | 2.4% | ▼−0.3% Reduced · −151 sh | |
| 13 | Ishares TR GL CLEAN ENE ETF | $15.7M | 763.9K | 2.4% | ▲+63% Added · +296K sh | |
| 14 | Kla Corp COM NEW | $15.5M | 51.3K | 2.3% | ▲+589% Added · +44K sh | |
| 15 | Microsoft Corp COM | $15.5M | 41.5K | 2.3% | ▲+63% Added · +16K sh | |
| 16 | Exchange Traded Concepts Tru ROBO GLB ETF | $15.0M | 175.3K | 2.3% | ▼−4.1% Reduced · −8K sh | |
| 17 | Ishares TR US INDUSTRIALS | $14.5M | 86.9K | 2.2% | ▲+4.1% Added · +3K sh | |
| 18 | Ishares TR EXPANDED TECH | $14.0M | 154.5K | 2.1% | ▲New New position | |
| 19 | Ishares TR CORE S&P500 ETF | $13.9M | 18.5K | 2.1% | ▲+2.3% Added · +422 sh | |
| 20 | Ishares U S ETF TR IT RT HDG HGYL | $13.5M | 155.9K | 2.0% | ▲+6.5% Added · +9K sh | |
| 21 | Pimco ETF TR ENHAN SHRT MA AC | $13.5M | 133.5K | 2.0% | ▲+7.2% Added · +9K sh | |
| 22 | Ishares TR US BR DEL SE ETF | $13.3M | 75.8K | 2.0% | ▲+8.6% Added · +6K sh | |
| 23 | Alphabet Inc CAP STK CL A | $13.2M | 37.1K | 2.0% | ▼−2.5% Reduced · −941 sh | |
| 24 | Ishares TR US DIGI REAL ETF | $13.1M | 109.4K | 2.0% | ▲New New position | |
| 25 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $12.5M | 140.7K | 1.9% | ▲+5.5% Added · +7K sh | |
| 26 | Broadcom Inc COM | $12.4M | 32.8K | 1.9% | ▲36× Added · +32K sh | |
| 27 | Cadence Design System Inc COM | $11.7M | 31.1K | 1.8% | ▲New New position | |
| 28 | Ishares TR TRUST ISHARE 0-1 | $11.3M | 102.0K | 1.7% | ▲+9.4% Added · +9K sh | |
| 29 | Vaneck ETF Trust REAL ASSETS ETF | $10.5M | 265.6K | 1.6% | ▲+1.0% Added · +3K sh | |
| 30 | SPDR Series Trust ST STR BLO 1 ETF | $10.4M | 113.0K | 1.6% | ▲New New position | |
| 31 | Ishares TR IBONDS DEC 2030 | $10.3M | 474.2K | 1.6% | ▲+4.0% Added · +18K sh | |
| 32 | First TR Exchng Traded FD VI FT VEST U.S. | $10.0M | 212.7K | 1.5% | ▲+0.4% Added · +799 sh | |
| 33 | Constellation Energy Corp COM | $9.5M | 38.3K | 1.4% | ▲New New position | |
| 34 | Valero Energy Corp COM | $8.4M | 32.3K | 1.3% | ▲+16% Added · +4K sh | |
| 35 | Heico Corp New COM | $8.1M | 22.9K | 1.2% | ▼−38% Reduced · −14K sh | |
| 36 | State STR SPDR S&P 500 ETF T TR UNIT | $8.0M | 10.7K | 1.2% | ▲+8.0% Added · +791 sh | |
| 37 | Marriott Intl Inc New CL A | $7.4M | 19.9K | 1.1% | ▼−6.3% Reduced · −1K sh | |
| 38 | TJX Cos Inc New COM | $7.1M | 46.7K | 1.1% | ▲+8.1% Added · +3K sh | |
| 39 | SLB Limited COM STK | $6.9M | 148.2K | 1.0% | ▲+22% Added · +27K sh | |
| 40 | Steel Dynamics Inc COM | $6.6M | 29.0K | 1.0% | ▼−22% Reduced · −8K sh | |
| 41 | Ishares TR IBDS DEC28 ETF | $6.4M | 252.8K | 1.0% | ▲+2.6% Added · +6K sh | |
| 42 | Ishares TR 1 3 YR TREAS BD | $5.3M | 64.1K | 0.8% | ▲+4.8% Added · +3K sh | |
| 43 | Applied Matls Inc COM | $5.0M | 6.9K | 0.8% | ▲New New position | |
| 44 | Apple Inc COM | $4.0M | 13.8K | 0.6% | ▼−2.1% Reduced · −305 sh | |
| 45 | Ge Aerospace COM NEW | $3.5M | 9.5K | 0.5% | ▲+5.4% Added · +486 sh | |
| 46 | Vaneck ETF Trust URANI NUCLE ETF | $3.4M | 29.0K | 0.5% | ▼−3.6% Reduced · −1K sh | |
| 47 | Lockheed Martin Corp COM | $2.9M | 5.6K | 0.4% | ▼−5.1% Reduced · −304 sh | |
| 48 | Ge Vernova Inc COM | $2.8M | 2.4K | 0.4% | ▼−3.5% Reduced · −86 sh | |
| 49 | Select Sector SPDR TR ST STR UTIL ETF | $2.0M | 45.2K | 0.3% | ▲New New position | |
| 50 | JPMorgan Chase & Co COM | $1.8M | 5.4K | 0.3% | ▼−1.8% Reduced · −101 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 150 | $659.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 136 | $566.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 136 | $551.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 140 | $512.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 125 | $467.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 125 | $446.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 119 | $481.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 117 | $466.5M | 13F-HR |
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.