MinichMacGregor Wealth Management, LLC

RIA/Wealth

MinichMacGregor Wealth Management, LLC is a RIA/Wealth led by Martin James Briesach, managing $512.7M across 140 long positions as of Q3 2025 with 61% ETF concentration.

Managing PartnerMartin James Briesach

Portfolio Value: $512.7M
Positions: 140
Top Holding: GLD at 7.09%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in MinichMacGregor Wealth Management, LLC's portfolio (37.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 GLD SPDR Gold Trust GLD	Unknown Unknown	$36.3M	7.09%	+$10.5M Bought	— 102.2K shares	Q4 2022 Held for 2y 11m
2 iShares U.S. Aerospace & Defense ITA	ETF ETF	$22.0M	4.29%	+$4.4M Bought	— 105.2K shares	Q4 2022 Held for 2y 11m
3 iShares U.S. Consumer Discretionary ETF IYC	ETF ETF	$20.2M	3.95%	+$169.6K Bought	— 193.0K shares	Q1 2025 Held for 8 months
4 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$19.3M	3.77%	+$48.0K Bought	— 719.3K shares	Q1 2024 Held for 1y 8m
5 Vanguard FTSE Emerging Markets VWO	ETF ETF	$18.1M	3.53%	+$5.9M Bought	— 334.4K shares	Q2 2025 Held for 5 months
6 Nvidia NVDA	Semiconductors Technology	$15.9M	3.09%	+$384.0K Bought	0.00% 84.3K shares	Q2 2020 Held for 5y 5m
7 iShares U.S. Financials IYF	ETF ETF	$15.0M	2.93%	+$446.0K Bought	— 118.5K shares	Q3 2024 Held for 1y 2m
8 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$14.9M	2.90%	+$5.1M Bought	— 466.4K shares	Q4 2015 Held for 9y 11m
9 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$14.1M	2.76%	-$129.9K Sold	— 536.3K shares	Q3 2020 Held for 5y 2m
10 iShares Expanded Tech-Software Sector IGV	ETF ETF	$14.1M	2.75%	+$549.3K Bought	— 122.6K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MinichMacGregor Wealth Management, LLC's latest filing

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Market Value

$512.7M

Prior: $467.6M

Q/Q Change

+9.63%

+$45.0M

Net Flows % of MV

-2.03%

Turnover Ratio

11.92%

New Purchases

7 stocks

$9.0M

Added To

51 stocks

+$48.1M

Sold Out Of

14 stocks

$13.9M

Reduced Holdings

48 stocks

-$53.7M

Increased Positions

Position	Shares Δ	Change
1 Chipotle Mexican Grill CMG	New	0 → 122.6K +$4.8M
2 VanEck Uranium and Nuclear NLR	New	0 → 12.4K +$1.7M
3 Global X Cybersecurity BUG	New	0 → 18.5K +$652.7K
4 SPDR Portfolio Long Term Corporate Bond SPLB	New	0 → 26.3K +$606.9K
5 SPDR Portfolio Europe SPEU	New	0 → 10.5K +$521.1K

Decreased Positions

Position	Shares Δ	Change
1 Marsh & McLennan Companies MMC	Sold	23.3K → 0 −$5.1M
2 VanEck Morningstar Wide Moat ETF MOAT	Sold	41.5K → 0 −$3.9M
3 iShares Core U.S. Aggregate Bond AGG	Sold	18.7K → 0 −$1.9M
4 Philip Morris International PM	Sold	2.8K → 0 −$509.4K
5 Costco Wholesale COST	Sold	390.0 → 0 −$386.5K