DOSSIER · 13F-HR · Q2 2026

Michels Family Financial, LLC

$156M in tracked AUM across 148 positions as of Q2 2026.

MF
CIK 0002053733 · last filed Jun 30, 2026
Total AUM
$156M
as of Q2 2026
Holdings
148
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Michels Family Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$10M14K6.6%
02
SCHD
SCHWAB STRATEGIC TR
$8M265K5.4%
03
QQQ
INVESCO QQQ TR
$5M7K3.1%
04
IVV
ISHARES TR
$5M6K3.0%
05
VONG
VANGUARD SCOTTSDALE FDS
$5M36K2.9%
06
XOM
EXXON MOBIL CORP
$4M30K2.7%
07
SPHY
SPDR SERIES TRUST
$3M136K2.0%
08
AGG
ISHARES TR
$3M31K2.0%
09
VOO
VANGUARD INDEX FDS
$3M4K2.0%
10
BND
VANGUARD BD INDEX FDS
$3M41K1.9%

Filing history

2026Q2Jun 30
$156M 12.5%
148 positionsView →
2026Q1Mar 31
$139M 1.9%
139 positionsView →
2025Q4Dec 31
$136M 134.2%
136 positionsView →
2025Q3Sep 30
$58M 50.5%
66 positionsView →
2025Q2Jun 30
$117M 6.1%
126 positionsLocked
2025Q1Mar 31
$111M 1.2%
122 positionsLocked
2024Q4Dec 31
$109M
121 positionsLocked