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Michels Family Financial - Q4 2025 13F Filings

MI

Michels Family Financial, LLC

CIK: 0002053733
Address: Texas Fort Worth 6000 Western Place, Suite 380
$136.11 M
Portfolio Value
136
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. PSA Public Storage
+$882,041
2. SPY Spdr S&P 500 Etf Trust
+$515,549.66
3. SCHD Schwab Us Dividend Equity Etf
+$426,234.55
4. QQQ Invesco Qqq Trust Series I
+$402,377.7
5. VONG Vanguard Russell 1000 Growth Etf
+$273,940.09

Top Sells

Q4 2025
1. SBLK Star Bulk Carriers
−$446,060
2. ORCL Oracle Corporation
−$434,089
3. AMP Ameriprise Financial
−$280,371.25
4. WBD Warner Bros Discovery
−$235,661.13
5. EPM Evolution Petroleum Corporation
−$120,417.41

Asset Allocation

Stocks/ETFs
+7.45%
$136.11 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Michels Family Financial Q4 2025 Filing Summary

Michels Family Financial, LLC filed its 13F report for Q4 2025 on February 19, 2026. The portfolio totaled 136.11 M reflecting a +6.00% change from the prior quarter, spanning 136 assets. The top 10 holdings comprised 31.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 2 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Michels Family Financial’s Q4 2025 Filing

Michels Family Financial submitted their Form 13F-HR for the Q4 2025 period on 02/19/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Michels Family Financial reported a managed portfolio value of 136.11 M, consisting of 136 individual positions.

This page displays the raw filing documents. To see which stocks Michels Family Financial bought or sold during Q4 2025, please visit Michels Family Financial's Portfolio Analysis page.