MinichMacGregor Wealth Management, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$551.9M

Holdings

136

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (136 positions)

#StockSharesValue% PortfolioType
1
GQ9SPDR GOLD TR
97,098$38.5M6.97%
2
ITA*ISHARES TR
104,845$22.5M4.08%
3
SLVISHARES SILVER TR
339,166$21.8M3.96%
4
PYLDPIMCO ETF TR
776,394$20.7M3.75%
5
IYCISHARES TR
199,422$20.6M3.73%
6
VWOVANGUARD INTL EQUITY INDEX F
355,967$19.1M3.47%
7
IYFISHARES TR
129,156$16.7M3.02%
8
NVDANVIDIA CORPORATION
83,748$15.8M2.86%
9
SCHGSCHWAB STRATEGIC TR
466,804$15.2M2.76%
10
SCHXSCHWAB STRATEGIC TR
551,211$14.8M2.69%
11
GOOGLALPHABET INC
42,505$13.3M2.41%
12
IGVISHARES TR
125,234$13.2M2.40%
13
VISVANGUARD WORLD FD
43,672$13.0M2.36%
14
MSFTMICROSOFT CORP
25,529$12.3M2.24%
15
IAU*ISHARES GOLD TR
148,873$12.1M2.19%
16
IDUISHARES TR
110,594$12.0M2.17%
17
IAIISHARES TR
64,937$11.6M2.11%
18
KLACKLA CORP
9,445$11.5M2.08%
19
HYGHISHARES U S ETF TR
130,748$11.3M2.04%
20
MINTPIMCO ETF TR
111,601$11.2M2.03%
21
IVVISHARES TR
16,345$11.2M2.03%
22
IYJISHARES TR
74,821$11.1M2.01%
23
HEIHEICO CORP NEW
31,951$10.3M1.87%
24
SHVISHARES TR
87,237$9.6M1.74%
25
IBDVISHARES TR
426,638$9.4M1.71%
26
DAUGFIRST TR EXCHNG TRADED FD VI
205,517$9.1M1.65%
27
VGKVANGUARD INTL EQUITY INDEX F
106,830$8.9M1.62%
28
PANWPALO ALTO NETWORKS INC
47,990$8.9M1.60%
29
KTOSKRATOS DEFENSE & SEC SOLUTIO
116,070$8.8M1.60%
30
MARMARRIOTT INTL INC NEW
22,756$7.1M1.28%
31
SPYSPDR S&P 500 ETF TR
10,088$6.9M1.25%
32
TJXTJX COS INC NEW
44,221$6.8M1.23%
33
BRK/BBERKSHIRE HATHAWAY INC DEL
13,279$6.7M1.21%
34
STLDSTEEL DYNAMICS INC
38,255$6.5M1.17%
35
CITCINTAS CORP
32,213$6.1M1.10%
36
IBDTISHARES TR
237,418$6.0M1.09%
37
LDOSLEIDOS HOLDINGS INC
31,682$5.7M1.04%
38
ORLYOREILLY AUTOMOTIVE INC
62,615$5.7M1.03%
39
ZETAZETA GLOBAL HOLDINGS CORP
264,812$5.4M0.98%
40
SHYISHARES TR
55,458$4.6M0.83%
41
ETNEATON CORP PLC
13,996$4.5M0.81%
42
NOWSERVICENOW INC
27,869$4.3M0.77%
43
AAPLAPPLE INC
14,760$4.0M0.73%
44
ICLNISHARES TR
239,257$3.9M0.71%
45
NLRVANECK ETF TRUST
28,463$3.5M0.64%
46
GEGE AEROSPACE
9,872$3.0M0.55%
47
LMTLOCKHEED MARTIN CORP
6,052$2.9M0.53%
48
NDQINVESCO QQQ TR
4,555$2.8M0.51%
49
JPMJPMORGAN CHASE & CO.
6,496$2.1M0.38%
50
AMZNAMAZON COM INC
8,159$1.9M0.34%
51
GEVGE VERNOVA INC
2,483$1.6M0.29%
52
TSLATESLA INC
2,778$1.2M0.23%
53
EMXCISHARES INC
17,090$1.2M0.23%
54
DONSPDR DOW JONES INDL AVERAGE
2,159$1.0M0.19%
55
FTXLFIRST TR EXCHANGE TRADED FD
7,741$1.0M0.18%
56
FDNFIRST TR EXCHANGE-TRADED FD
3,536$951K0.17%
57
FAIFIRST TR EXCHANGE TRADED FD
15,130$951K0.17%
58
AMDADVANCED MICRO DEVICES INC
3,707$793K0.14%
59
MISLFIRST TR EXCHANGE-TRADED FD
17,403$744K0.13%
60
METAMETA PLATFORMS INC
1,121$740K0.13%
61
VRSKVERISK ANALYTICS INC
3,271$731K0.13%
62
FXUFIRST TR EXCHANGE TRADED FD
16,241$731K0.13%
63
GIB/ACGI INC
7,834$723K0.13%
64
FXOFIRST TR EXCHANGE TRADED FD
11,884$717K0.13%
65
TAT&T INC
24,931$619K0.11%
66
VTIVANGUARD INDEX FDS
1,819$609K0.11%
67
WFCWELLS FARGO CO NEW
6,358$592K0.11%
68
RSPINVESCO EXCHANGE TRADED FD T
3,065$587K0.11%
69
AXPAMERICAN EXPRESS CO
1,561$577K0.10%
70
WMTWALMART INC
5,103$571K0.10%
71
LLYELI LILLY & CO
521$560K0.10%
72
CCOCAMECO CORP
6,067$555K0.10%
73
FCXFREEPORT-MCMORAN INC
10,000$507K0.09%
74
BSXBOSTON SCIENTIFIC CORP
5,311$506K0.09%
75
ADXADAMS DIVERSIFIED EQUITY FD
15,548$505K0.09%
76
LEUCENTRUS ENERGY CORP
2,056$499K0.09%
77
GOOGALPHABET INC
1,499$470K0.09%
78
GSGOLDMAN SACHS GROUP INC
524$460K0.08%
79
VUGVANGUARD INDEX FDS
916$446K0.08%
80
ABBVABBVIE INC
1,838$420K0.08%
81
CVXCHEVRON CORP NEW
2,551$388K0.07%
82
PSIINVESCO EXCHANGE TRADED FD T
4,701$370K0.07%
83
PPAINVESCO EXCHANGE TRADED FD T
2,364$370K0.07%
84
MUMICRON TECHNOLOGY INC
1,295$369K0.07%
85
PBWINVESCO EXCHANGE TRADED FD T
12,040$367K0.07%
86
KNCTINVESCO EXCHANGE TRADED FD T
2,714$363K0.07%
87
TRVCCITIGROUP INC
3,081$359K0.07%
88
PNQIINVESCO EXCHANGE TRADED FD T
6,584$355K0.06%
89
PBDINVESCO EXCH TRADED FD TR II
21,982$353K0.06%
90
BKBANK NEW YORK MELLON CORP
3,034$352K0.06%
91
VVISA INC
999$350K0.06%
92
GGMEINVESCO EXCHANGE TRADED FD T
5,805$345K0.06%
93
BACBANK AMERICA CORP
6,150$338K0.06%
94
XOMEXXON MOBIL CORP
2,618$315K0.06%
95
AVGOBROADCOM INC
899$311K0.06%
96
GMGENERAL MTRS CO
3,831$311K0.06%
97
CSCOCISCO SYS INC
4,003$308K0.06%
98
MTUMISHARES TR
1,214$303K0.05%
99
PRFDPIMCO ETF TR
5,685$292K0.05%
100
SPGSIMON PPTY GROUP INC NEW
1,568$290K0.05%
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