Michels Family Financial, LLC - Portfolio overview
Michels Family Financial, LLC has 144 reported holdings in this dataset, with the latest filing dated 2026-04-24.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Energy and Technology.
Largest reported holdings by portfolio allocation
- SPY - STATE STR SPDR S&P 500 ETF T, 6.11%
- SCHD - SCHWAB STRATEGIC TR, 5.62%
- XOM - EXXON MOBIL CORP, 3.64%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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