MinichMacGregor Wealth Management, LLC
All 13F Filings
- Location
- Saratoga Springs, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 659,188
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 150 | 659,188 | 13F-HR | MinichMacGregor Wealth Management, LLC |
| Q1 2026 | 4/20/2026 | 136 | 566,710 | 13F-HR | MinichMacGregor Wealth Management, LLC |
| Q4 2025 | 2/17/2026 | 136 | 551,893 | 13F-HR | MinichMacGregor Wealth Management, LLC |
| Q3 2025 | 10/28/2025 | 140 | 512,655 | 13F-HR | MinichMacGregor Wealth Management, LLC |
| Q2 2025 | 7/16/2025 | 125 | 467,635 | 13F-HR | MinichMacGregor Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 201.9 K | 31.3% | 34.48 K | 0 | 34.48 K |
| ETFs | 432.6 K | 67.0% | 56.67 K | 0 | 56.67 K |
| Debt | 11.22 K | 1.7% | 358 | 0 | 358 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
659,188
Holdings
150
QoQ value change ($000)
92,478
(16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.