Long-term investor

Minichmacgregor Wealth Management, LLC @minichmacgregorwealthman

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001744318).

Record

  • Tracked since 2025-06-30 (477 days), 220 trades recorded
  • Returns: week n/a · month n/a · 90 days +1.2% · 6 months +2.2% · 1 year +0.5% · all +0.5%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464288836 · 5.2% · long · since 2026-09-30
  • GLD · 3.8% · long · since 2025-09-30
  • 72201R585 · 3.8% · long · since 2025-09-30
  • NVDA · 3.5% · long · since 2025-09-30
  • 464287713 · 3.3% · long · since 2026-06-30
  • 464287515 · 3.0% · long · since 2025-09-30
  • 922042858 · 2.9% · long · since 2025-09-30
  • 808524300 · 2.8% · long · since 2025-09-30
  • 808524201 · 2.8% · long · since 2025-09-30
  • 46434G764 · 2.8% · long · since 2025-12-31
  • 464287556 · 2.7% · long · since 2026-06-30
  • 78464A540 · 2.6% · long · since 2026-03-31

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