🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 759.97 -0.5% NASDAQ 100: 704.40 0.0% Dow Jones: 534.08 -0.5%

Michels Family Financial - Q2 2026 13F Filings

MI

Michels Family Financial, LLC

CIK: 0002053733
Address: Texas Fort Worth 6000 Western Place, Suite 380
$155.96 M
Portfolio Value
148
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$1.18 M
2. MU Micron Technology
+$667,500
3. VNT Vontier Corporation
+$549,044
4. NOBL Proshares S&P 500 Dividend Aristocrats Etf
+$492,679.99
5. ACM Aecom
+$470,243

Top Sells

Q2 2026
1. ADBE Adobe
−$769,834
2. NKE Nike
−$405,778
3. WU The Western Union Company
−$362,189
4. GPN Global Payments
−$302,047
5. FI Fiserv
−$247,752

Asset Allocation

Stocks/ETFs
+12.49%
$155.96 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Michels Family Financial Q2 2026 Filing Summary

Michels Family Financial, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 155.96 M reflecting a +12.49% change from the prior quarter, spanning 148 assets. The top 10 holdings comprised 31.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 17 new positions and 8 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Michels Family Financial’s Q2 2026 Filing

Michels Family Financial submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Michels Family Financial reported a managed portfolio value of 155.96 M, consisting of 148 individual positions.

This page displays the raw filing documents. To see which stocks Michels Family Financial bought or sold during Q2 2026, please visit Michels Family Financial's Portfolio Analysis page.