account_balance
Investment manager · 13F filer · SEC CIK 2053733
Michels Family Financial, LLC
Reported value$162Mas of Sep 30, 2026
Positions154 11 new, 5 sold out
Top 10 weight32.6%SPY alone is 6%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
6.4%
SCHDSchwab Strategic Tr
5.5%Added +2%
QQQInvesco QQQ Tr
3.3%Added +11%
XOMExxonMobil Holdings Corp
3.0%
VONGVanguard Scottsdale FDS
3.0%Added +4%
IVViShares Tr
2.9%
VOOVanguard Index FDS
2.6%Added +37%
SPHYSPDR Series Trust
2.0%Added +5%
SCHGSchwab Strategic Tr
2.0%Added +6%
AGGiShares Tr
1.9%Added +6%
BNDVanguard Bd Index FDS
1.9%+8%
VOEVanguard Index FDS
1.5%
SPYSPDR S&P 500 ETF Trust
6.4%
SCHDSchwab Strategic Tr
5.5%Added +2%
QQQInvesco QQQ Tr
3.3%+11%
XOMExxonMobil Holdings Corp
3.0%
VONGVanguard Scottsdale FDS
3.0%+4%
IVViShares Tr
2.9%
VOOVanguard Index FDS
2.6%
SPHYSPDR Series Trust
2.0%
SCHGSchwab Strategic Tr
2.0%
AGG1.9%
BND1.9%
VOE1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 6.4% Held
SCHD Schwab Strategic Tr 5.5% Added +2%
QQQ Invesco QQQ Tr 3.3% Added +11%
XOM ExxonMobil Holdings Corp 3.0% HeldVONG Vanguard Scottsdale FDS 3.0% Added +4%
IVV iShares Tr 2.9% Held
VOO Vanguard Index FDS 2.6% Added +37%
SPHY SPDR Series Trust 2.0% Added +5%
SCHG Schwab Strategic Tr 2.0% Added +6%
AGG iShares Tr 1.9% Added +6%
BND Vanguard Bd Index FDS 1.9% Added +8%
VOE Vanguard Index FDS 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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