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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Michels Family Financial, LLC's latest available filing here is Q3 2025.
Michels Family Financial, LLC
•CIK: 2053733•Filing: Q3 2025
**Michels Family Financial, LLC** manages $128M across a diversified portfolio of 134 positions. The strategy exhibits a clear tilt toward core equity exposure, highlighted by significant allocations to SPY ($8.1M) and SCHD ($6.4M). Notable holdings also include broad market ETFs like IVV ($4.2M) and VONG ($3.6M), alongside sector-specific plays such as XOM ($3.4M) and NDQ ($3.3M). This structure suggests a disciplined, large-cap focused approach balancing growth potential with established dividend income streams.
Total AUM
$128.4M
QoQ Performance
+9.5%
Positions
94
Top 10 Concentration
31.3%
Latest Filing
Q3 2025
Top Holdings Allocation
SPY
SPY6.3%
SCHD5.0%
IVV3.3%
VONG2.8%
XOM2.7%
NDQ2.5%
SPHY2.3%
AGG2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.4%
ETF11.6%
Technology6.7%
Energy5.0%
Consumer2.6%
Financial2.5%
Healthcare2.4%
Consumer Staples1.1%
🚪 Exited Positionssold since Q2 2025
+3 more exited positions
Changes from Q2 2025
NEW16 new positions
↑50 increased
↓66 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024