MinichMacGregor Wealth Management, LLC - Portfolio overview

MinichMacGregor Wealth Management, LLC has 181 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD TR, 5.23%
2. ITA - ISHARES TR, 4.18%
3. PYLD - PIMCO ETF TR, 3.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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