Fund Holdings — Michels Family Financial, LLC

Total Portfolio Value
$138.65M
Total Bought
$8.77M
Total Sold
$5.32M
Net Transaction
+$3.45M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP30,13130,277+1463,6265,1373.70%+1,511
SCHWAB STRATEGIC TR250,692258,926+8,2346,8767,9445.73%+1,067
CHEVRON CORPORATION(CVX)11,06311,165+1021,6862,3101.67%+624
PVH CORPORATION(PVH)10,86214,902+4,0407281,0400.75%+312
OVINTIV INC(OVV)04,800+4,80002850.21%+285
NVIDIA CORPORATION(NVDA)5,1507,124+1,9749611,2420.90%+282
STERLING INFRASTRUCTURE INC(STRL)0651+65102650.19%+265
PALANTIR TECHNOLOGIES INC(PLTR)01,434+1,43402100.15%+210
ENTERPRISE PRODS PARTNERS L(EPD)05,487+5,48702080.15%+208
EDISON INTL(EIX)15,59515,559-369361,1390.82%+203
VALERO ENERGY CORP(VLO)2,2742,266-83705600.40%+190
VERIZON COMMUNICATIONS INC(VZ)17,66918,073+4047209070.65%+188
UNITEDHEALTH GROUP INC(UNH)1,0571,903+8463495150.37%+166
CVS HEALTH CORP(CVS)10,41713,775+3,3588279890.71%+163
ALTRIA GROUP INC(MO)18,78018,737-431,0831,2360.89%+154
VODAFONE GROUP PLC(VOD)81,38881,598+2101,0751,2260.88%+150
SLB LIMITED(SLB)16,34415,032-1,3126277720.56%+145
ADOBE INC(ADBE)1,7853,167+1,3826257700.56%+145
MARATHON PETE CORP(MPC)1,7481,740-82844250.31%+140
KOHLS CORP(KSS)010,346+10,34601330.10%+133
BECTON DICKINSON & CO(BDX)3,0944,590+1,4966007220.52%+121
TELEFONAKTIEBOLAGET LM ERICS(ERIC)71,53670,774-7626907980.58%+107
VANGUARD INDEX FDS12,00412,132+1282,1292,2361.61%+107
ARDMORE SHIPPING CORP(ASC)31,14328,438-2,7053304340.31%+104
TAPESTRY INC(TPR)12,01611,604-4121,5351,6371.18%+102
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
11,93413,519+1,5858299230.67%+94
WALMART INC(WMT)6,1606,263+1036867780.56%+92
ENERGY TRANSFER L P(ET)19,85621,673+1,8173274180.30%+91
DEVON ENERGY CORP NEW(DVN)11,0989,657-1,4414074860.35%+79
VANGUARD INDEX FDS7,3787,517+1391,5631,6331.18%+70
WEATHERFORD INTL PLC(WFRD)7,5136,809-7045886440.46%+56
BRISTOL-MYERS SQUIBB CO(BMY)11,24810,918-3306076620.48%+55
NOVARTIS AG(NVS)3,3423,34204615100.37%+50
CELESTICA INC(CLS)1,1711,398+2273463940.28%+48
ISHARES TR14,57114,536-355756190.45%+44
GSK PLC(GSK)12,75112,111-6406256680.48%+43
BRITISH AMERN TOB PLC(BTI)16,90917,098+1899571,0000.72%+42
VANGUARD BD INDEX FDS38,30939,097+7882,8382,8792.08%+42
AT&T INC(T)10,37910,311-682582990.22%+41
PUBLIC STORAGE OPER CO(PSA)3,3993,39908829210.66%+39
SPDR INDEX SHS FDS
ST MARKE CAP ETF
19,13719,567+4301,2561,2940.93%+37
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
4,3414,327-146947230.52%+29
ANHEUSER BUSCH INBEV SA NV(BUD)8,8408,538-3025665920.43%+26
ISHARES TR16,68516,762+771,6021,6281.17%+26
VANGUARD INDEX FDS5,1395,222+831,5521,5781.14%+26
HASBRO INC(HAS)2,6172,558-592152390.17%+25
ISHARES TR7,3227,32205235440.39%+22
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
5,5735,891+3186596790.49%+20
ISHARES TR
CORE MSCI TOTAL
10,13710,13708588780.63%+20
SPDR SERIES TRUST
ST PORT HIGH ETF
131,967134,784+2,8173,1243,1432.27%+20
VANGUARD INDEX FDS8,3568,234-1221,5961,6151.17%+19
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
2,8082,943+1353223380.24%+17
ISHARES TR1,1251,258+1333864000.29%+14
CISCO SYS INC(CSCO)15,75515,812+571,2141,2270.88%+13
EVOLUTION PETE CORP(EPM)12,30012,379+7944570.04%+13
ISHARES TR31,25831,583+3253,1223,1352.26%+13
PROSHARES TR
S&P 500 DV ARIST
8,9938,937-569369470.68%+12
CITIGROUP INC(C)12,76813,235+4671,4901,5011.08%+11
SCHWAB STRATEGIC TR16,14716,167+204604700.34%+10
JAZZ PHARMACEUTICALS PLC(JAZZ)1,7031,583-1202902990.22%+10
VANGUARD TAX-MANAGED FDS9,1519,073-785725810.42%+10
PHILIP MORRIS INTL INC(PM)1,7171,724+72752850.21%+10
WILLIAMS SONOMA INC(WSM)4,1754,137-387467540.54%+9
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
6,9796,995+162672760.20%+8
ISHARES TR3,8153,793-228028100.58%+8
SPDR SERIES TRUST
ST STR GLB DOW
3,4013,384-175675740.41%+7
ISHARES TR7,2787,235-434894950.36%+7
ISHARES TR
CORE DIV GRWTH
9,1609,079-816366370.46%+1
JET AI INC
COM NEW
010,000+10,000010.00%+1
ISHARES TR2,9812,944-372312310.17%-0
FIRST FINL BANKSHARES INC(FFIN)7,4417,488+472222210.16%-2
VANGUARD INDEX FDS852829-232202170.16%-3
BEST BUY INC(BBY)7,4697,740+2715004970.36%-3
INNOVATOR ETFS TRUST
US EQTY PWR BUF
7,6007,60003533490.25%-4
PROCTER & GAMBLE CO(PG)1,9401,895-452782740.20%-4
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,9082,031+1232752700.19%-5
ISHARES TR5,3195,316-31,1281,1220.81%-6
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
3,8093,80902212150.15%-6
VANGUARD INDEX FDS2,2792,285+64774700.34%-6
SIMON PPTY GROUP INC NEW(SPG)4,2484,174-747867790.56%-8
INNOVATOR ETFS TRUST
US EQTY PWR BUF
8,8808,88003713630.26%-8
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
6,8116,81104954860.35%-8
ISHARES TR
CORE MSCI EAFE
2,9872,853-1342672580.19%-9
ISHARES U S ETF TR
SHOR DURA BD ETF
23,30723,252-551,1911,1820.85%-9
VANGUARD INTL EQUITY INDEX F11,34811,115-2336106010.43%-9
TCW ETF TRUST
FLEXIBLE INCOME
7,1486,968-1802832740.20%-9
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
21,90021,90007507400.53%-11
VANGUARD INDEX FDS765767+22412290.17%-12
BROADCOM INC(AVGO)745793+482582450.18%-12
SCHWAB STRATEGIC TR11,67411,703+293062940.21%-12
WISDOMTREE TR(WT)44,06644,656+5901,8161,8031.30%-14
GAP INC(GAP)9,0138,914-992312160.16%-15
VANGUARD INDEX FDS1,1111,067-443223060.22%-16
BIOMARIN PHARMACEUTICAL INC(BMRN)4,1884,068-1202492300.17%-19
ISHARES TR8,1878,047-1406546340.46%-20
JPMORGAN CHASE & CO(JPM)692683-92232010.14%-22
ISHARES TR2,3402,342+22882650.19%-24
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
2,7772,759-186556320.46%-24
ISHARES TR2,3372,326-113993730.27%-25
COMCAST CORP NEW(CCZ)23,72123,792+717096830.49%-26
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Michels Family Financial, LLC — 13F Holdings — Q1 2026 | TickerTrail