MinichMacGregor Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001744318
13F-HR · 73 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
71.2%
MinichMacGregor Wealth Management, LLC — $295M AUM allocation strategy
MinichMacGregor Wealth Management, LLC files SEC Form 13F and reports $295M of long US equity value across 73 reported holdings for 2026-03-31.
Its largest sector bet is Financials 25.9%, followed by Information Technology 13.5% and Consumer Discretionary 7.0%.
The top 10 holdings account for 71% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MinichMacGregor Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$295M
total across 73 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
71% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +416K sh · +$32.4M+$IYY +285K sh · −$22.6M+$IVZ +144K sh · +$2.45M
Biggest trims (shares)
−$ETN −13.4K sh · −$4.24M−$GOOG −4.51K sh · −$2.38M−$QQQ −3.11K sh · −$1.96M
Exited to nil (held last quarter, gone now)
$PANW ($8.86M last qtr)$CTAS ($6.06M last qtr)$LDOS ($5.72M last qtr)$NOW ($4.27M last qtr)$AXP ($578K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks13.8%—
- Investment Banking & Brokerage9.7%—
- Semiconductors5.4%—
- Semiconductor Materials & Equipment3.7%—
- Interactive Media & Services3.7%—
- Systems Software3.2%—
- Hotels, Resorts & Cruise Lines2.4%—
- Apparel Retail2.4%—
- Other holdings55.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 655K | $36.3M | +416K | 12.3% |
| $SCHW | Charles Schwab Corporation | 1.05M | $28.7M | +36.2K | 9.7% |
| $NVDA | NVIDIA Corporation | 91.2K | $15.9M | +7.42K | 5.4% |
| $KLAC | KLA Corporation | 7.45K | $11M | -2K | 3.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 38K | $10.9M | -4.51K | 3.7% |
| $MSFT | Microsoft Corporation | 25.5K | $9.44M | -16 | 3.2% |
| $MAR | Marriott International | 21.2K | $6.95M | -1.52K | 2.4% |
| $TJX | TJX Companies Inc | 43.2K | $6.91M | -977 | 2.3% |
…and 65 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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