Michels Family Financial, LLC Portfolio Holdings

Michels Family Financial, LLC

  • $117 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$310 Million 0.26% of portfolio
1,107
Q2 2025 Reduced 0.36%
$250B
$306 Million 0.26% of portfolio
1,679
Q2 2025 Reduced 6.93%
Tcw ETF Trust
-
$308 Million 0.26% of portfolio
-
Q2 2025 Added 1.31%
$54.1B
$303 Million 0.26% of portfolio
2,251
Q2 2025 Added 0.18%
$0
$295 Million 0.25% of portfolio
8,362
Q2 2025 Added 0.29%
$23B
$291 Million 0.25% of portfolio
3,634
Q2 2025 Reduced 3.74%
$0
$277 Million 0.24% of portfolio
910
Q2 2025 Added 9.11%
$0
$277 Million 0.24% of portfolio
11,610
Q2 2025 Added 0.27%
$0
$273 Million 0.23% of portfolio
1,078
Q2 2025 Added 1.99%
$0
$267 Million 0.23% of portfolio
3,193
Q2 2025 Added 0.5%
$30.8B
$265 Million 0.23% of portfolio
26,463
Q2 2025 Reduced 6.67%
$0
$271 Million 0.23% of portfolio
1,144
Q2 2025 Reduced 1.29%
$220B
$264 Million 0.23% of portfolio
1,944
Q2 2025 Added 0.47%
$5.26B
$265 Million 0.23% of portfolio
7,360
Q2 2025 Added 0.52%
$0
$263 Million 0.22% of portfolio
2,388
Q2 2025 Reduced 0.38%
$412M
$257 Million 0.22% of portfolio
26,772
Q2 2025 Reduced 4.68%
$0
$220 Million 0.19% of portfolio
3,026
Q2 2025 New
$318B
$228 Million 0.19% of portfolio
2,845
Q2 2025 Added 0.28%
$0
$228 Million 0.19% of portfolio
800
Q1 2025 Reduced 2.32%
$0
$215 Million 0.18% of portfolio
3,161
Q2 2025 New
-
$209 Million 0.18% of portfolio
-
Q2 2025 New
$10.4B
$208 Million 0.18% of portfolio
2,814
Q2 2025 New
$870B
$203 Million 0.17% of portfolio
700
Q2 2025 New
$0
$204 Million 0.17% of portfolio
3,735
Q2 2025 New
$1.37B
$27.8 Million 0.02% of portfolio
12,700
Q2 2025 Reduced 3.79%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $117 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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