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Manager record

MinichMacGregor Wealth Management, LLC

Saratoga Springs, NY · CIK 1744318 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$620.11MReported 13F valueQ3 2026 · as filed
159Holdings listed
-5.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $467.6M$467.6MQ2 2025125 holdingsQ3 2025: $512.7M$512.7MQ3 2025140 holdingsQ4 2025: $551.9M$551.9MQ4 2025136 holdingsQ1 2026: $566.7M$566.7MQ1 2026136 holdingsQ2 2026: $659.2M$659.2MQ2 2026150 holdingsQ3 2026: $620.1M$620.1MQ3 2026159 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$620.11M · 159 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$659.19M · 150 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$566.71M · 136 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$551.89M · 136 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$512.66M · 140 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$467.63M · 125 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology