Michels Family Financial, LLC

Business address
6000 Western Place, Suite 380, Fort Worth, TX, 76107
Top securities (13F)
SPY, SCHD, IVV, VONG, XOM, QQQ, SPHY, AGG, BND, VOO, ICSH, SCHG, VOE, PSEP, META, DNL, CVX, VTV, EFA, and VBR
State of incorporation
TX
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Michels Family Financial, LLC has filed 5 SEC EDGAR filings since 20 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-25390
N-PX Open Document Open Filing 18 Aug 2025 30 Jun 2025 028-25390
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-25390
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-25390
13F-HR Open Document Open Filing 20 Feb 2025 31 Dec 2024 028-25390