Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Michels Family Financial, LLC (CIK 2053733) reported $138.6M across 139 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($8.6M, 6.23%), SCHD ($7.9M, 5.73%), XOM ($5.1M, 3.70%), IVV ($4.2M, 3.00%), VONG ($3.7M, 2.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $8.6M | 6.23% | 13,279 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $7.9M | 5.73% | 258,926 | Added |
| 3 | XOM | EXXON MOBIL CORP | $5.1M | 3.70% | 30,277 | Added |
| 4 | IVV | ISHARES TR | $4.2M | 3.00% | 6,360 | Trimmed |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | $3.7M | 2.69% | 34,059 | Added |
| 6 | QQQ | INVESCO QQQ TR | $3.7M | 2.65% | 6,367 | Added |
| 7 | SPHY | SPDR SERIES TRUST | $3.1M | 2.27% | 134,784 | Added |
| 8 | AGG | ISHARES TR | $3.1M | 2.26% | 31,583 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $2.9M | 2.08% | 39,097 | Added |
| 10 | VOO | VANGUARD INDEX FDS | $2.6M | 1.90% | 4,418 | Added |
| 11 | CVX | CHEVRON CORPORATION | $2.3M | 1.67% | 11,165 | Added |
| 12 | SCHG | SCHWAB STRATEGIC TR | $2.3M | 1.66% | 78,789 | Added |
| 13 | ICSH | ISHARES TR | $2.3M | 1.62% | 44,454 | Trimmed |
| 14 | VOE | VANGUARD INDEX FDS | $2.2M | 1.61% | 12,132 | Added |
| 15 | PSEP | INNOVATOR ETFS TRUST | $1.8M | 1.33% | 42,695 | Trimmed |
| 16 | DNL | WISDOMTREE TR | $1.8M | 1.30% | 44,656 | Added |
| 17 | TPR | TAPESTRY INC | $1.6M | 1.18% | 11,604 | Trimmed |
| 18 | VBR | VANGUARD INDEX FDS | $1.6M | 1.18% | 7,517 | Added |
| 19 | META | META PLATFORMS INC | $1.6M | 1.17% | 2,830 | Added |
| 20 | VTV | VANGUARD INDEX FDS | $1.6M | 1.17% | 8,234 | Trimmed |
| 21 | EFA | ISHARES TR | $1.6M | 1.17% | 16,762 | Added |
| 22 | VBK | VANGUARD INDEX FDS | $1.6M | 1.14% | 5,222 | Added |
| 23 | C | CITIGROUP INC | $1.5M | 1.08% | 13,235 | Added |
| 24 | AAPL | APPLE INC | $1.5M | 1.05% | 5,730 | Added |
| 25 | GOOGL | ALPHABET INC | $1.4M | 1.03% | 4,974 | Added |
Source: SEC Form 13F filings · as of 2026-03-31