Fund HoldingsMichels Family Financial, LLC

Total Portfolio Value
$155.96M
Total Bought
$29.35M
Total Sold
$16.34M
Net Transaction
+$13.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST PORT HIGH ETF
0136,293+136,29303,1952.05%+3,195
WISDOMTREE TR(WT)046,264+46,26402,1361.37%+2,136
STATE STR SPDR S&P 500 ETF T(SPY)013,703+13,703010,2336.56%+10,233
SPDR INDEX SHS FDS
ST MARKE CAP ETF
020,402+20,40201,5160.97%+1,516
ISHARES U S ETF TR
SHOR DURA BD ETF
022,651+22,65101,1480.74%+1,148
INVESCO QQQ TR06,537+6,53704,8143.09%+4,814
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
035,581+35,58104,5482.92%+4,548
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
021,900+21,90008000.51%+800
MICRON TECHNOLOGY INC(MU)0578+57806680.43%+668
SPDR SERIES TRUST
ST STR GLB DOW
03,367+3,36706220.40%+622
VONTIER CORPORATION(VNT)018,933+18,93305490.35%+549
ISHARES TR06,247+6,24704,6783.00%+4,678
SCHWAB STRATEGIC TR082,865+82,86502,8041.80%+2,804
AECOM(ACM)06,737+6,73704700.30%+470
SCHWAB STRATEGIC TR258,926265,345+6,4197,9448,4145.39%+470
CVS HEALTH CORP(CVS)13,77514,091+3169891,4580.93%+468
PORTLAND GEN ELEC CO(POR)08,761+8,76104540.29%+454
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,305+2,30504390.28%+439
DRAFTKINGS INC NEW(DKNG)017,287+17,28704370.28%+437
ALPHABET INC(GOOG)05,200+5,20001,8581.19%+1,858
CISCO SYS INC(CSCO)15,81213,907-1,9051,2271,6341.05%+407
VANGUARD INDEX FDS04,432+4,43203,0441.95%+3,044
KOHLS CORP(KSS)10,34629,309+18,9631335190.33%+386
VANGUARD INDEX FDS5,2225,336+1141,5781,9511.25%+373
VANGUARD INDEX FDS05,210+5,21001,5961.02%+1,596
CITIGROUP INC(C)13,23513,037-1981,5011,8251.17%+324
NVIDIA CORPORATION(NVDA)7,1247,821+6971,2421,5651.00%+322
STERLING INFRASTRUCTURE INC(STRL)651690+392655790.37%+314
FIDELITY COVINGTON TRUST01,078+1,07803080.20%+308
ORACLE CORP(ORCL)01,952+1,95202860.18%+286
APPLE INC(AAPL)05,944+5,94401,7201.10%+1,720
VANGUARD INDEX FDS7,5177,809+2921,6331,8971.22%+264
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
0903+90302460.16%+246
TTM TECHNOLOGIES INC(TTMI)01,290+1,29002410.15%+241
FORD MTR CO(F)0104,950+104,95001,4590.94%+1,459
SANDISK CORP(SNDK)0102+10202320.15%+232
VANGUARD INDEX FDS12,13212,484+3522,2362,4671.58%+231
MILLICOM INTL CELLULAR S A
COM STK
02,514+2,51402280.15%+228
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0473+47302260.14%+226
VANGUARD WORLD FD
INF TECH ETF
01,887+1,88702250.14%+225
ELEVANCE HEALTH INC FORMERLY(ELV)02,413+2,41309330.60%+933
WILLIAMS SONOMA INC(WSM)4,1374,202+657549800.63%+225
GENERAL MTRS CO(GM)02,821+2,82102170.14%+217
INNOVATOR ETFS TRUST
US EQTY PWR BUF
04,625+4,62502150.14%+215
TESLA INC(TSLA)02,931+2,93101,2330.79%+1,233
AMAZON COM INC(AMZN)05,843+5,84301,3930.89%+1,393
VANGUARD INDEX FDS016,409+16,40901,4140.91%+1,414
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
13,51913,991+4729231,1340.73%+211
ISHARES TR16,76217,636+8741,6281,8321.17%+204
CARNIVAL CORP LTD
COMMON SHARES
07,111+7,11102030.13%+203
UNITEDHEALTH GROUP INC(UNH)1,9031,727-1765157180.46%+203
ISHARES TR02,862+2,86207220.46%+722
CELESTICA INC(CLS)1,3981,556+1583945680.36%+174
APPLOVIN CORP(APP)0972+97205010.32%+501
SIMON PPTY GROUP INC NEW(SPG)4,1744,215+417799430.60%+164
PUBLIC STORAGE(PSA)3,3993,39909211,0820.69%+161
VANGUARD INDEX FDS8,2348,131-1031,6151,7721.14%+156
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
2,7592,731-286327860.50%+154
ISHARES TR8,0478,002-456347870.50%+153
ZIONS BANCORPORATION NATL AS(ZION)011,745+11,74508130.52%+813
VISTANCE NETWORKS INC(VISN)010,783+10,78301380.09%+138
BECTON DICKINSON & CO(BDX)4,5905,573+9837228430.54%+122
SCHWAB STRATEGIC TR043,417+43,41701,2780.82%+1,278
ANHEUSER BUSCH INBEV SA NV(BUD)8,5388,626+885927110.46%+119
MICROSOFT CORP(MSFT)03,448+3,44801,2860.82%+1,286
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
5,8916,171+2806797960.51%+117
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
4,3274,296-317238400.54%+116
INNOVATOR ETFS TRUST
US EQTY PWR BUF
042,438+42,43801,9541.25%+1,954
SCHWAB STRATEGIC TR16,16716,210+434705860.38%+116
VISA INC(V)02,518+2,51808640.55%+864
ISHARES TR
CORE MSCI TOTAL
10,13710,266+1298789800.63%+102
BEST BUY INC(BBY)7,7407,886+1464975980.38%+102
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
02,489+2,48908430.54%+843
ALTRIA GROUP INC(MO)18,73718,592-1451,2361,3380.86%+101
ISHARES TR3,7933,760-338109110.58%+101
PARKER-HANNIFIN CORP(PH)0897+89708780.56%+878
VANGUARD BD INDEX FDS39,09740,528+1,4312,8792,9751.91%+96
VANGUARD INDEX FDS2,2852,290+54705640.36%+94
BROADCOM INC(AVGO)793895+1022453380.22%+93
ISHARES TR1,2581,325+674004850.31%+85
ABBVIE INC(ABBV)02,477+2,47706230.40%+623
BRITISH AMERN TOB PLC(BTI)17,09817,387+2891,0001,0740.69%+74
META PLATFORMS INC(META)03,001+3,00101,6901.08%+1,690
TAPESTRY INC(TPR)11,60411,662+581,6371,7071.09%+70
ISHARES TR5,3165,242-741,1221,1900.76%+68
BXP INC(BXP)07,041+7,04104670.30%+467
VANGUARD TAX-MANAGED FDS9,0739,081+85816470.41%+66
VANGUARD INTL EQUITY INDEX F11,11511,051-646016600.42%+59
ISHARES TR2,3422,344+22653220.21%+57
ISHARES TR2,3262,303-233734260.27%+53
MEDTRONIC PLC(MDT)08,907+8,90706970.45%+697
PROSHARES TR
S&P 500 DV ARIST
8,93717,710+8,7739479950.64%+47
SCHWAB STRATEGIC TR11,70311,731+282943400.22%+46
ISHARES TR7,2357,102-1334955410.35%+45
INNOVATOR ETFS TRUST
GRWT100 PWR BUF
6,8116,81104865270.34%+41
FIRST FINL BANKSHARES INC(FFIN)7,4887,536+482212610.17%+40
EDISON INTL(EIX)15,55915,800+2411,1391,1760.75%+38
VANGUARD INDEX FDS767768+12292640.17%+35
JAZZ PHARMACEUTICALS PLC(JAZZ)1,5831,385-1982993340.21%+34
VANGUARD INDEX FDS829830+12172510.16%+34
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