Fund HoldingsMinichMacGregor Wealth Management, LLC

Total Portfolio Value
$659.19M
Total Bought
$184.55M
Total Sold
$131.89M
Net Transaction
+$52.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR0496,666+496,666021,0143.19%+21,014
SPDR SERIES TRUST
ST STR SP TELCO
077,996+77,996017,7432.69%+17,743
ISHARES TR0154,494+154,494013,9972.12%+13,997
ISHARES TR0109,398+109,398013,0991.99%+13,099
BROADCOM INC(AVGO)89832,750+31,85227812,3711.88%+12,093
CADENCE DESIGN SYSTEM INC(CDNS)031,129+31,129011,6831.77%+11,683
SPDR SERIES TRUST
ST STR BLO 1 ETF
0112,959+112,959010,3521.57%+10,352
CONSTELLATION ENERGY CORP(CEG)038,298+38,29809,5121.44%+9,512
ISHARES TR59,89942,749-17,15019,75327,3924.16%+7,639
ISHARES TR467,939763,863+295,9248,55915,6522.37%+7,093
MICROSOFT CORP(MSFT)041,460+41,460015,4662.35%+15,466
APPLIED MATLS INC06,930+6,93005,0100.76%+5,010
KLA CORP(KLAC)051,332+51,332015,4882.35%+15,488
ISHARES INC
MSCI EMRG CHN
244,964223,349-21,61519,26922,8493.47%+3,580
VANECK ETF TRUST
URANI NUCLE ETF
029,013+29,01303,3650.51%+3,365
NVIDIA CORPORATION(NVDA)91,16692,994+1,82815,89918,6072.82%+2,708
VANGUARD INTL EQUITY INDEX F380,507388,350+7,84320,56623,1803.52%+2,613
SCHWAB STRATEGIC TR0491,767+491,767016,6412.52%+16,641
EXCHANGE TRADED CONCEPTS TRU182,845175,324-7,52112,51415,0182.28%+2,505
ALPHABET INC(GOOG)037,053+37,053013,2422.01%+13,242
SCHWAB STRATEGIC TR0574,588+574,588016,9102.57%+16,910
ISHARES TR83,45186,882+3,43112,31214,4792.20%+2,166
VANGUARD WORLD FD
INDUSTRIAL ETF
44,21844,067-15113,80615,8812.41%+2,075
SELECT SECTOR SPDR TR
ST STR UTIL ETF
045,158+45,15802,0470.31%+2,047
ISHARES TR18,07818,500+42211,80913,8552.10%+2,046
ISHARES TR075,770+75,770013,2852.02%+13,285
PIMCO ETF TR
MULTISECTOR BD
834,932883,704+48,77221,87523,4363.56%+1,561
STATE STR SPDR S&P 500 ETF T(SPY)010,650+10,65007,9541.21%+7,954
VALERO ENERGY CORP(VLO)27,83232,297+4,4656,8778,4121.28%+1,536
VANGUARD INTL EQUITY INDEX F133,411140,691+7,28010,99712,4571.89%+1,460
EXCHANGE TRADED CONCEPTS TRU018,997+18,99701,2950.20%+1,295
FIRST TR EXCHANGE-TRADED FD03,188+3,18801,0670.16%+1,067
ADVANCED MICRO DEVICES INC(AMD)02,885+2,88501,6760.25%+1,676
GE AEROSPACE(GE)09,462+9,46203,5360.54%+3,536
ISHARES U S ETF TR
IT RT HDG HGYL
146,471155,950+9,47912,53913,5072.05%+967
ISHARES TR93,278102,026+8,74810,29711,2591.71%+962
PIMCO ETF TR
ENHAN SHRT MA AC
124,603133,539+8,93612,53113,4622.04%+931
MICRON TECHNOLOGY INC(MU)1,0701,076+63621,2420.19%+881
FIRST TR EXCHANGE-TRADED FD
TECH ALPHADEX
03,421+3,42107430.11%+743
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
211,946212,745+7999,2319,9671.51%+736
FUELCELL ENERGY INC(FCEL)10,01320,013+10,000657210.11%+655
GE VERNOVA INC(GEV)2,4832,397-862,1682,8170.43%+649
SLB LIMITED(SLB)121,700148,234+26,5346,2546,8911.05%+637
ELI LILLY & CO(LLY)0808+80809690.15%+969
CISCO SYS INC(CSCO)4,0066,778+2,7723117960.12%+485
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
6,7975,114-1,6839831,4570.22%+474
INVESCO EXCHANGE TRADED FD T
NEXT GEN CON ETF
02,191+2,19104620.07%+462
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
762778+162997510.11%+452
ASML HLDG NV
N Y REGISTRY SHS
0227+22704520.07%+452
PROSHARES TR
ULTRAPRO QQQ
05,391+5,39104370.07%+437
ISHARES TR02,290+2,29004360.07%+436
MARRIOTT INTL INC NEW(MAR)019,890+19,89007,3711.12%+7,371
APPLE INC(AAPL)013,828+13,82804,0010.61%+4,001
INVESCO EXCHANGE TRADED FD T
BLDG CONSTR ETF
03,443+3,44303860.06%+386
INVESCO EXCHANGE TRADED FD T
AI AND NEXT GEN
03,633+3,63303780.06%+378
INVESCO EXCHANGE TRADED FD T
DORSEY WRGT TECH
02,763+2,76303770.06%+377
INVESCO QQQ TR01,632+1,63201,2020.18%+1,202
ISHARES TR455,756474,157+18,4019,97710,3371.57%+360
INTEL CORP(INTC)02,486+2,48603470.05%+347
ORACLE CORP(ORCL)02,253+2,25303300.05%+330
CARDINAL HEALTH INC(CAH)01,335+1,33503170.05%+317
ROCKET LAB CORP(RKLB)03,102+3,10203150.05%+315
SIMON PPTY GROUP INC NEW(SPG)01,386+1,38603100.05%+310
PALO ALTO NETWORKS INC(PANW)0891+89103040.05%+304
FRANKLIN RESOURCES INC(BEN)08,918+8,91802970.05%+297
MARVELL TECHNOLOGY INC(MRVL)0989+98902950.04%+295
CURTISS WRIGHT CORP(CW)0380+38002880.04%+288
BWX TECHNOLOGIES INC(BWXT)01,412+1,41202750.04%+275
ISHARES TR01,812+1,81202490.04%+249
KIMCO REALTY CORP(KIM)09,514+9,51402410.04%+241
CLOUDFLARE INC(NET)0976+97602390.04%+239
CATERPILLAR INC(CAT)791750-415617990.12%+238
ALTRIA GROUP INC(MO)03,135+3,13502260.03%+226
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
014,253+14,25301,0820.16%+1,082
INTUITIVE SURGICAL INC0544+54402160.03%+216
EVERPURE INC(P)02,744+2,74402160.03%+216
VIAVI SOLUTIONS INC(VIAV)04,454+4,45402130.03%+213
ISHARES TR61,16764,091+2,9245,0515,2630.80%+212
UNITEDHEALTH GROUP INC(UNH)0485+48502020.03%+202
ALPHABET INC(GOOG)1,4981,749+2514306180.09%+188
AMAZON COM INC(AMZN)06,957+6,95701,6580.25%+1,658
TJX COS INC NEW(TJX)43,24446,731+3,4876,9067,0801.07%+174
JPMORGAN CHASE & CO(JPM)05,385+5,38501,7630.27%+1,763
ISHARES TR
IBDS DEC28 ETF
246,393252,775+6,3826,2416,3830.97%+141
PIMCO ETF TR
PREFERRED AND CP
6,5749,232+2,6583334740.07%+141
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
4,2152,844-1,3713985340.08%+136
VANGUARD INDEX FDS1,7631,886+1235666980.11%+132
VANGUARD INDEX FDS641750+1093835150.08%+132
TESLA INC(TSLA)02,641+2,64101,1110.17%+1,111
JOHNSON & JOHNSON(JNJ)1,4921,919+4273654870.07%+123
GLOBAL X FDS
NASDAQ 100 COVER
15,30820,457+5,1492633770.06%+114
ISHARES TR
MSCI USA MMENTM
1,1301,104-262713780.06%+107
FIRST TR EXCHANGE TRADED FD
NASDAQ TRANSN
17,22516,656-5696567590.12%+103
VANGUARD INDEX FDS9165,829+4,9134005020.08%+102
VANECK ETF TRUST
CLO ETF
4,4656,330+1,8652353350.05%+100
FIRST TR EXCHANGE-TRADED FD3,4443,151-2936927810.12%+89
FREEPORT MCMORAN INC(FCX)10,00010,710+7105886740.10%+86
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,1274,780+1,6532233060.05%+83
META PLATFORMS INC(META)01,228+1,22806920.10%+692
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,0503,125+755856650.10%+80
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