§ 13F · FUND PROFILE
Michels Family Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $117.3T (13F)Positions · 126Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 13K | $8.9T | 6.5% | +6% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 251K | $6.9T | 5.1% | +7% |
| 3 | IVV | ISHARES TR | 6K | $4.4T | 3.2% | +1% |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | 32K | $3.9T | 2.9% | +8% |
| 5 | QQQ | INVESCO QQQ TR | 6K | $3.7T | 2.7% | +12% |
| 6 | XOM | EXXON MOBIL CORP | 30K | $3.6T | 2.7% | −1% |
| 7 | SPHY | SPDR SERIES TRUST | 132K | $3.1T | 2.3% | +6% |
| 8 | AGG | ISHARES TR | 31K | $3.1T | 2.3% | +6% |
| 9 | BND | VANGUARD BD INDEX FDS | 38K | $2.8T | 2.1% | +7% |
| 10 | VOO | VANGUARD INDEX FDS | 4K | $2.7T | 2.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MICHELS SIGNAL
AC read
Michels Family Financial, LLC is a Other fund managing $117311.4 trillion in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed