Michels Family Financial, LLC: 13F holdings
CIK 20537332026Q2
| Positions | 148 |
|---|
| Reported value | $156.0m |
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| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 148 (+9 vs prior quarter) |
|---|
| Reported value | $156.0m (+12.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 13,703 | $10.2m | 6.6% |
| SCHD SCHWAB STRATEGIC TR | 265,345 | $8.4m | 5.4% |
| QQQ INVESCO QQQ TR | 6,537 | $4.8m | 3.1% |
| IVV ISHARES TR | 6,247 | $4.7m | 3.0% |
| VONG VANGUARD SCOTTSDALE FDS | 35,581 | $4.5m | 2.9% |
| EXXON MOBIL CORP | 30,343 | $4.1m | 2.7% |
| SPHY SPDR SERIES TRUST | 136,293 | $3.2m | 2.0% |
| AGG ISHARES TR | 31,422 | $3.1m | 2.0% |
| VOO VANGUARD INDEX FDS | 4,432 | $3.0m | 2.0% |
| BND VANGUARD BD INDEX FDS | 40,528 | $3.0m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053733")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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