SEC Form 13F

Michels Family Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$155,963,472
Positions148

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$10,232,75013,703
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$8,414,087265,345
INVESCO QQQ TRQQQUNIT SER 1$4,813,9216,537
ISHARES TRIVVCORE S&P500 ETF$4,678,4876,247
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$4,547,55935,581
EXXON MOBIL CORPXOMCOM$4,148,42730,343
SPDR SERIES TRUSTSPHYST PORT HIGH ETF$3,194,707136,293
ISHARES TRAGGCORE US AGGBD ET$3,110,10331,422
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$3,044,2294,432
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$2,975,15840,528

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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