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Home > Institutional Investor > Minichmacgregor Wealth Management, Llc > Profile

Instuitional Investor - Minichmacgregor Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Minichmacgregor Wealth Management, Llc
Portfolio Value $566,709,723
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Gold Trust
 GLD 81,912 $35,246,081 6.22%
2.
Ishares Tr - US AER DEF ETF
 128,568 $28,124,370 4.96%
3.
Pimco Etf Trust
 834,932 $21,875,226 3.86%
4.
Vanguard Intl Equity Index Funds
 VWO 380,507 $20,566,410 3.63%
5.
Ishares Tr - US OIL EQ&SV ETF
 686,398 $19,871,257 3.51%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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