Michels Family Financial, LLC
Michels Family Financial, LLC reported 148 positions worth $156.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $10.2M | 6.56% | 13,703 | — | — | |
| ▸ 2 | SCHD | SH | $8.4M | 5.39% | 265,345 | — | — | |
| ▸ 3 | QQQ | SH | $4.8M | 3.09% | 6,537 | — | — | |
| ▸ 4 | IVV | SH | $4.7M | 3.00% | 6,247 | — | — | |
| ▸ 5 | VONG | SH | $4.5M | 2.92% | 35,581 | — | — | |
| ▸ 6 | EXMOC | SH | $4.1M | 2.66% | 30,343 | — | — | |
| ▸ 7 | SPHY | SH | $3.2M | 2.05% | 136,293 | — | — | |
| ▸ 8 | AGG | SH | $3.1M | 1.99% | 31,422 | — | — | |
| ▸ 9 | VOO | SH | $3.0M | 1.95% | 4,432 | — | — | |
| ▸ 10 | BND | SH | $3.0M | 1.91% | 40,528 | — | — |
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Frequently Asked Questions
What stocks does Michels Family Financial, LLC hold as of Q2 2026?
Michels Family Financial, LLC reported 148 positions worth $156.0M in its Q2 2026 13F filing. Largest positions: SPY (6.6%), SCHD (5.4%), QQQ (3.1%), IVV (3.0%) and VONG (2.9%).
What did Michels Family Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Michels Family Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.