Institutions / Michels Family Financial, LLC

Michels Family Financial, LLC

CIK 2053733 · Institution · as of Dec 31, 2025

Portfolio value

$136.11M

Positions

136

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 136 →

Company	Class	Value	Shares	% of portfolio
SPDR S&P 500 ETF Tr	—	$8.85M	12,982	6.5%
Schwab Strategic Tr	—	$6.88M	250,692	5.1%
iShares Tr	—	$4.37M	6,382	3.2%
Vanguard Scottsdale Fds	—	$3.89M	31,939	2.9%
Invesco Qqq Tr	—	$3.73M	6,077	2.7%
Exxon Mobil Corp	—	$3.63M	30,131	2.7%
SPDR Series Trust	—	$3.12M	131,967	2.3%
iShares Tr	—	$3.12M	31,258	2.3%
Vanguard Bd Index Fds	—	$2.84M	38,309	2.1%
Vanguard Index Fds	—	$2.71M	4,317	2.0%
Schwab Strategic Tr	—	$2.44M	74,912	1.8%
iShares Tr	—	$2.29M	45,273	1.7%
Vanguard Index Fds	—	$2.13M	12,004	1.6%
Innovator Etfs Trust	—	$1.91M	43,665	1.4%
WisdomTree Tr	—	$1.82M	44,066	1.3%
Meta Platforms Inc	—	$1.80M	2,732	1.3%
Chevron Corp	—	$1.69M	11,063	1.2%
iShares Tr	—	$1.60M	16,685	1.2%
Vanguard Index Fds	—	$1.60M	8,356	1.2%
Ford Motor Co	—	$1.59M	120,811	1.2%
Vanguard Index Fds	—	$1.56M	7,378	1.1%
Vanguard Index Fds	—	$1.55M	5,139	1.1%
Tapestry Inc	—	$1.54M	12,016	1.1%
Apple Inc.	—	$1.52M	5,577	1.1%
Alphabet Inc.	—	$1.51M	4,826	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.