13F Filings History of Michels Family Financial, LLC

Latest 13F report
Q3 2025 - 10 Nov 2025
Value $
$128M
Signature - Title
Chelsea Michels - CFO
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by Michels Family Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Michels Family Financial, LLC reported 134 stock holdings with total value $128M as of Q3 2025. Top holdings included SPY, SCHD, IVV, VONG, and XOM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 134 $128M +$9.85M -$6.65M +$3.2M SPY, SCHD, IVV, VONG, XOM 13F-HR 10 Nov 2025, 12:43
Q2 2025 126 $117M +$2.44M -$2.17M +$277K SPY, SCHD, IVV, XOM, VONG 13F-HR 16 Jul 2025, 17:59
Q1 2025 122 $111M +$5.53M -$2.94M +$2.59M SPY, SCHD, IVV, XOM, AGG 13F-HR 15 May 2025, 16:25
Q4 2024 121 $109M $0 $0 SPY, SCHD, IVV, XOM, VONG 13F-HR 20 Feb 2025, 10:37