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Michels Family Financial, LLC

All holdings · as of Dec 31, 2025

136 positions

CompanyClassValueShares% of portfolio
Parker-Hannifin Corp—$815.2K9270.6%
ISHARES TR—$802.4K3,8150.6%
Simon Property Group Inc—$786.4K4,2480.6%
VANGUARD SCOTTSDALE FDS—$781.1K2,5280.6%
FIRST TR EXCHNG TRADED FD—$750.3K21,9000.6%
WILLIAMS SONOMA INC—$745.6K4,1750.5%
PVH CORP. /DE—$728.0K10,8620.5%
VERIZON COMMUNICATIONS INC—$719.7K17,6690.5%
Zions Bancorp NA—$710.8K12,1420.5%
Comcast Corp.—$709.0K23,7210.5%
Medtronic plc—$705.0K7,3390.5%
VANGUARD SCOTTSDALE FDS—$694.3K4,3410.5%
TELEFONAKTIEBOLAGET LM—$690.3K71,5360.5%
Walmart Inc.—$686.2K6,1600.5%
INVESCO EXCHANGE TRADED FD—$658.6K5,5730.5%
Warren E. Buffett—$658.0K1,3090.5%
VANGUARD SCOTTSDALE FDS—$655.4K2,7770.5%
ISHARES TR—$653.6K8,1870.5%
ISHARES TR—$635.9K9,1600.5%
SLB LIMITED/NV—$627.3K16,3440.5%
GSK PLC—$625.3K12,7510.5%
ADOBE INC.—$624.7K1,7850.5%
VANGUARD INTL EQUITY INDEX—$610.1K11,3480.4%
BRISTOL MYERS SQUIBB CO—$606.7K11,2480.4%
Becton Dickinson & Co—$600.4K3,0940.4%
ISHARES TR—$597.4K2,9920.4%
Weatherford International PLC—$588.0K7,5130.4%
ISHARES TR—$574.8K14,5710.4%
NIKE, Inc.—$574.4K9,0160.4%
VANGUARD TAX-MANAGED FDS—$571.7K9,1510.4%
SPDR SERIES TRUST—$566.9K3,4010.4%
ANHEUSER BUSCH INBEV SA/NV—$566.1K8,8400.4%
AbbVie Inc.—$566.0K2,4770.4%
BXP, Inc.—$524.6K7,7730.4%
ISHARES TR—$522.9K7,3220.4%
BEST BUY CO INC—$499.9K7,4690.4%
INNOVATOR ETFS TRUST—$494.6K6,8110.4%
ISHARES TR—$488.6K7,2780.4%
DENTSPLY SIRONA Inc.—$479.9K41,9890.4%
VANGUARD INDEX FDS—$476.5K2,2790.4%
Fidelity National Information Services Inc—$468.9K7,0560.3%
NOVARTIS AG—$460.8K3,3420.3%
SCHWAB STRATEGIC TR—$459.9K16,1470.3%
Western Union Co/The—$413.7K44,4340.3%
Devon Energy Corp—$406.5K11,0980.3%
AppLovin Corp—$404.3K6000.3%
ISHARES TR—$398.7K2,3370.3%
LOCKHEED MARTIN CORP—$398.3K8240.3%
ISHARES TR—$385.9K1,1250.3%
WELLS FARGO & COMPANY/MN—$373.9K4,0120.3%
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