Michels Family Financial, LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 155,963
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 148 | 155,963 | 13F-HR | Michels Family Financial, LLC |
| Q1 2026 | 4/24/2026 | 139 | 138,649 | 13F-HR | Michels Family Financial, LLC |
| 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 | 68.06 K | 43.6% | 6.346 K | 0 | 6.346 K |
| ETFs | 87.57 K | 56.1% | 10.94 K | 0 | 10.94 K |
| Other | 334 | 0.2% | 35 | 0 | 35 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
155,963
Holdings
148
QoQ value change ($000)
17,314
(12.5%)
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.