• 13F History

Michels Family Financial, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 20, 2025
Value $
$109M
Signature - Title
Chelsea Michels - CFO
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by Michels Family Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Michels Family Financial, LLC reported 121 stock holdings with total value $109M as of Q4 2024. Top holdings included SPY, SCHD, IVV, XOM, and VONG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 121 $109M $0 $0 SPY, SCHD, IVV, XOM, VONG 13F-HR 2/20/2025, 10:37 AM