13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002053733
Total reported value
$156.0M
$156.0M
136 檔
17.8%
As reported in its official Q4 2025 Form 13F filing, Michels Family Financial, LLC's tracked investment portfolio stood at $156.0M with 136 total positions.
In Q4 2025, Michels Family Financial, LLC displayed an active expansion posture, initiating 4 new positions and adding to 89 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.50% | +0.33% | +6.18% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.05% | -0.34% | +6.61% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.21% | — | +1.37% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.86% | +0.23% | +7.58% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.74% | +0.44% | +12.08% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.66% | -1.04% | -0.57% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.29% | -0.22% | +6.21% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.29% | -0.27% | +5.76% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.08% | -0.17% | +6.58% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.05% | +4.07% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.80% | +0.14% | +4.30% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.68% | -0.23% | -0.78% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.56% | -0.03% | +2.47% | |
| 14 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.40% | -0.08% | -1.56% | |
| 15 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 1.33% | +0.07% | +2.70% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.09% | +6.51% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.48% | +0.62% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.18% | — | +3.32% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.17% | -0.03% | +2.39% | |
| 20 | F | Ford Motor Co | Stock-Consumer Disc | 1.16% | +0.06% | -1.27% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.15% | +0.04% | +3.65% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.14% | +0.11% | +2.97% | |
| 23 | TPR | Tapestry Inc | Stock-Consumer Disc | 1.13% | -0.09% | -2.95% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.11% | +0.05% | +10.09% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.16% | +2.55% | |
| 26 | C | Citigroup Inc | Stock-Financials | 1.09% | +0.09% | -4.09% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.02% | +19.15% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | +0.04% | +5.27% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.98% | +0.11% | +3.74% | |
| 30 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.92% | +0.04% | +5.19% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.04% | +8.90% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.17% | +1.80% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.89% | -0.02% | -0.20% | |
| 34 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.87% | -0.11% | -3.15% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | +0.06% | +11.18% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.05% | -0.19% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.80% | -0.03% | +3.06% | |
| 38 | VOD | Vodafone Group Plc-sp Adr | Stock-Comm Services | 0.79% | -0.19% | -3.04% | |
| 39 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.77% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.10% | +20.02% | |
| 41 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.70% | -0.03% | +1.46% | |
| 42 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.70% | -0.08% | -19.91% | |
| 43 | EIX | Edison International | Stock-Utilities | 0.69% | -0.07% | +2.48% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.69% | -0.04% | -0.73% | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.65% | +0.03% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.01% | +5.07% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.63% | — | +1.87% | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.61% | +0.09% | +3.12% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.61% | +0.06% | +21.60% | |
| 50 | CVS | Cvs Health CORP | Stock-Healthcare | 0.61% | +0.22% | -0.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.55% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +12.08% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +6.18% | Add |
| 4 | AAPL | Apple Inc | +0.1% | +10.09% | Add |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +26.76% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.1% | +21.60% | Add |
| 7 | PNOV | Innovator U.s. Equity Power | +0.1% | +70.77% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +20.02% | Add |
| 9 | WBD | Warner Bros Discovery Inc | +0.1% | -19.91% | Trim |
| 10 | WFC | Wells Fargo & Co | +0.1% | +40.57% | Add |
| 11 | VONG | Vanguard Russell 1000 Growth | +0.1% | +7.58% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +8.90% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +1.80% | Add |
| 14 | ADBE | Adobe Inc | +0.1% | +25.26% | Add |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +1.72% | Add |
| 16 | CLS | Celestica Inc | +0.1% | +17.45% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +6.61% | Add |
| 18 | MSFT | Microsoft CORP | +0.1% | +19.15% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | +11.18% | Add |
| 20 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 21 | GSK | Gsk Plc-spon Adr | +0.1% | +4.37% | Add |
| 22 | C | Citigroup Inc | 0% | -4.09% | Trim |
| 23 | TPR | Tapestry Inc | 0% | -2.95% | Trim |
| 24 | OEF | Ishares S&p 100 ETF | 0% | +21.89% | Add |
| 25 | VOD | Vodafone Group Plc-sp Adr | 0% | -3.04% | Trim |
| 26 | EIX | Edison International | 0% | +2.48% | Add |
| 27 | ELV | Elevance Health Inc | 0% | +3.12% | Add |
| 28 | WMT | Walmart Inc | 0% | +6.02% | Add |
| 29 | CMCSA | Comcast Corp-class A | 0% | +18.22% | Add |
| 30 | EQWL | Invesco S&p 100 Equal Weight | 0% | +9.88% | Add |
| 31 | SLB | Slb LTD | 0% | +1.54% | Add |
| 32 | BDX | Becton Dickinson And Co | 0% | +9.25% | Add |
| 33 | JAZZ | Jazz Pharmaceuticals plc | 0% | -1.45% | Trim |
| 34 | AVGO | Broadcom Inc | 0% | +17.69% | Add |
| 35 | SCHG | Schwab US Large-cap Growth | 0% | +4.30% | Add |
| 36 | F | Ford Motor Co | 0% | -1.27% | Trim |
| 37 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | -6.19% | Trim |
| 38 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +2.91% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | +4.07% | Add |
| 40 | EFA | Ishares Msci Eafe ETF | 0% | +3.32% | Add |
| 41 | VUG | Vanguard Growth ETF | 0% | +5.27% | Add |
| 42 | BTI | British American Tob-sp Adr | 0% | +1.46% | Add |
| 43 | V | Visa Inc-class A Shares | 0% | +5.07% | Add |
| 44 | WFRD | Weatherford International plc | 0% | -3.77% | Trim |
| 45 | VEA | Vanguard Ftse Developed ETF | 0% | +4.71% | Add |
| 46 | IDV | Ishares International Select | 0% | +0.55% | Add |
| 47 | WU | Western Union Co | 0% | -4.90% | Trim |
| 48 | APP | Applovin Corp-class A | 0% | +17.65% | Add |
| 49 | XOM | Exxon Mobil CORP | — | -0.57% | Trim |
| 50 | BND | Vanguard Total Bond Market | — | +6.58% | Add |
According to official SEC Form 13F filings, Michels Family Financial, LLC reported a total U.S. public equity portfolio value of $156.0M across 136 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SCHD, IVV) accounted for 17.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
PSA
市值: $882.0K
Top Position Liquidated / Trimmed
SBLK
前期市值: $446.1K
During Q4 2025, Michels Family Financial, LLC's top holdings by market value included SPY (6.5%)、SCHD (5.0%)、IVV (3.2%). The largest single position, SPY, represented 6.5% of total portfolio value.
In Q4 2025, Michels Family Financial, LLC made 135 total portfolio adjustments, initiating 4 new buys, adding to 89 positions, trimming 40 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.