Michels Family Financial, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 136,113
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/19/2026 | 136 | 136,113 | 13F-HR | Michels Family Financial, LLC |
| Q3 2025 | 11/10/2025 | 134 | 128,415 | 13F-HR | Michels Family Financial, LLC |
| Q2 2025 | 7/17/2025 | 126 | 117,311 | 13F-HR | Michels Family Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108.3 K | 79.6% | 6.971 K | 0 | 6.971 K |
| ETFs | 27.49 K | 20.2% | 665 | 0 | 665 |
| Other | 290 | 0.2% | 62 | 0 | 62 |
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Fund Snapshot
Q4 2025
Latest filed
2/19/2026
Total value ($000)
136,113
Holdings
136
QoQ value change ($000)
7,698
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.