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MICHELS FAMILY FINANCIAL, LLC 13F portfolio summary

MICHELS FAMILY FINANCIAL, LLC of MICHELS FAMILY FINANCIAL, LLC has 136 current stock holdings with a reported portfolio value of $138.6M. The portfolio 1 year return is +15.54%. Top holdings include QQQ (0.00%), SPY (0.00%), SCHD (6.31%), XOM (4.08%), IVV (3.30%).

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MICHELS FAMILY FINANCIAL, LLC

MICHELS FAMILY FINANCIAL, LLC
Latest filing: 2026-03-31

MICHELS FAMILY FINANCIAL, LLC runs MICHELS FAMILY FINANCIAL, LLC and currently holds 136 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $138.65M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MICHELS FAMILY FINANCIAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MICHELS FAMILY FINANCIAL, LLC's portfolio at MICHELS FAMILY FINANCIAL, LLC has delivered returns of +15.54%. Their 3-year annualized return is +14.23%. Looking at the 5-year horizon, MICHELS FAMILY FINANCIAL, LLC has achieved +14.23% annualized returns at MICHELS FAMILY FINANCIAL, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.54%
#0/1000
3 Year
+14.23%
#0/1000
5 Year
+14.23%
#0/1000

Portfolio Value

$138.65M

Alpha Score

13.1

#0 of 1000

Holdings

136

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change