13F Filings History of Michels Family Financial, LLC

Latest 13F report
Q4 2025 - 19 Feb 2026
Value $
$136,113,034
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 136 stock holdings with total value $136,113,034 as of Q4 2025. Top holdings included SPY, SCHD, IVV, VONG, and QQQ.

Notify me when Michels Family Financial, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 136 $136,113,034 +$7,369,610 -$2,113,358 +$5,256,252 SPY, SCHD, IVV, VONG, QQQ 13F-HR 19 Feb 2026, 12:37
Q3 2025 134 $128,414,507 +$9,851,424 -$6,652,152 +$3,199,272 SPY, SCHD, IVV, VONG, XOM 13F-HR 10 Nov 2025, 12:43
Q2 2025 126 $117,311,356 +$2,441,786 -$2,165,021 +$276,765 SPY, SCHD, IVV, XOM, VONG 13F-HR 16 Jul 2025, 17:59
Q1 2025 122 $110,587,530 +$5,533,232 -$2,938,798 +$2,594,434 SPY, SCHD, IVV, XOM, AGG 13F-HR 15 May 2025, 16:25
Q4 2024 121 $109,238,815 $0 $0 $0 SPY, SCHD, IVV, XOM, VONG 13F-HR 20 Feb 2025, 10:37