Michels Family Financial, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.16B, Schwab Strategic Tr Us Dividen with a value of $6.06B, Ishares Core S&P 500 ETF with a value of $4.02B, Exxon Mobil Corp with a value of $3.26B, and Vanguard Russell 1000 Growth E with a value of $3.16B.
Examining the 13F form we can see an increase of $6.72B in the current position value, from $111B to 117B.
Michels Family Financial, LLC is based out at Fort Worth, TX
Below you can find more details about Michels Family Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$117 Billion
ETFs: $69.6 Billion
Energy: $7.22 Billion
Technology: $6.85 Billion
Consumer Cyclical: $6.38 Billion
Communication Services: $5.96 Billion
Financial Services: $5.8 Billion
Consumer Defensive: $4.43 Billion
Industrials: $2.74 Billion
Other: $4.75 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
