StockDriftsStockDriftsTop 50 Michels Family Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.56% | 13.7K | $10.2M | +3.19%(+424) | $592.88(+31.20%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.39% | 265.3K | $8.4M | +2.48%(+6.42K) | $27.82(+23.76%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.09% | 6.5K | $4.8M | +2.67%(+170) | $525.34(+39.35%) | 2026-06-30 | |
| IVV | ISHARES TR | 3% | 6.2K | $4.7M | -1.78%(-113) | $584.00(+33.81%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 2.92% | 35.6K | $4.5M | +4.47%(+1.52K) | $102.40(+26.34%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.66% | 30.3K | $4.1M | +0.22%(+66) | $112.65(+40.80%) | 2026-06-30 | |
| SPHY | SPDR SERIES TRUST | 2.05% | 136.3K | $3.2M | +1.12%(+1.51K) | $23.74(-1.74%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.99% | 31.4K | $3.1M | -0.51%(-161) | $99.13(-1.45%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 1.95% | 4.4K | $3.0M | +0.32%(+14) | $538.57(+32.75%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.91% | 40.5K | $3.0M | +3.66%(+1.43K) | $73.58(-1.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.51% |
| Top 20 Holdings Unweighted | — | — | — | — | +18.50% |
Michels Family Financial LLC reports $155.96M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are SPY (6.6%), SCHD (5.4%) and QQQ (3.1%). The top 20 holdings account for 44.93% of reported assets. Its disclosed equity book has returned +18.51% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Michels Family Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053733). View Michels Family Financial LLC’s 13F filings on SEC