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MICHELS FAMILY FINANCIAL, LLC
MICHELS FAMILY FINANCIAL, LLC
Latest filing: 2026-06-30
MICHELS FAMILY FINANCIAL, LLC runs MICHELS FAMILY FINANCIAL, LLC and currently holds 148 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $155.96M. Their top holdings are SPY, SCHD, QQQ, IVV, VONG. The top five represent 21.0% of reported portfolio weight. MICHELS FAMILY FINANCIAL, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MICHELS FAMILY FINANCIAL, LLC initiated 5 new positions. They added to 57 existing positions. They trimmed 33 positions. Their current best-performing preview position is STRL with returns of +106.09%.
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148 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 6.56% | $600.05 | $765.62 | +27.59% | Added +3.19% |
 SCHD SCHWAB STRATEGIC TR | 5.39% | $27.55 | $35.11 | +27.44% | Added +2.48% |
 QQQ INVESCO QQQ TR | 3.09% | $536.49 | $713.44 | +32.98% | Added +2.67% |
 IVV ISHARES TR | 3.00% | $589.88 | $769.30 | +30.42% | Trimmed -1.78% |
 VONG VANGUARD SCOTTSDALE FDS | 2.92% | $106.24 | $125.99 | +18.59% | Added +4.47% |
 XOM EXXON MOBIL CORP | 2.66% | $108.00 | $165.11 | +52.88% | Added +0.22% |
 SPHY SPDR SERIES TRUST | 2.05% | $23.50 | $23.30 | -0.85% | Added +1.12% |
 AGG ISHARES TR | 1.99% | $97.28 | $97.36 | +0.08% | Trimmed -0.51% |
 VOO VANGUARD INDEX FDS | 1.95% | $543.68 | $703.77 | +29.45% | Added +0.32% |
 BND VANGUARD BD INDEX FDS | 1.91% | $72.28 | $72.23 | -0.07% | Added +3.66% |
Showing 1-10 of 148