Fund Holdings

Michels Family Financial, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
INNOVATOR ETFS TRUST036,655+36,65501,023,9570.80%+1,023,957
SPDR S&P 500 ETF TR(SPY)11,58412,226+6427,156,9988,144,9046.34%+987,906
ELEVANCE HEALTH INC FORMERLY(ELV)02,306+2,3060745,0090.58%+745,009
INVESCO QQQ TR4,7955,422+6272,645,2903,255,2512.53%+609,961
BEST BUY INC(BBY)07,568+7,5680572,2640.45%+572,264
SCHLUMBERGER LTD(SLB)016,096+16,0960553,2130.43%+553,213
NIKE INC(NKE)07,857+7,8570547,8670.43%+547,867
BECTON DICKINSON & CO(BDX)02,832+2,8320530,1010.41%+530,101
ADOBE INC(ADBE)01,425+1,4250502,6690.39%+502,669
BRISTOL-MYERS SQUIBB CO(BMY)011,058+11,0580498,7320.39%+498,732
DENTSPLY SIRONA INC(XRAY)038,567+38,5670489,4150.38%+489,415
VANGUARD SCOTTSDALE FDS28,89629,689+7933,155,4593,577,5202.79%+422,061
APPLOVIN CORP(APP)0510+5100366,4550.29%+366,455
SCHWAB STRATEGIC TR228,501235,153+6,6526,055,2766,419,6845.00%+364,408
INNOVATOR ETFS TRUST07,600+7,6000346,5600.27%+346,560
ALPHABET INC(GOOG)4,6624,706+44821,6551,143,9320.89%+322,277
APPLE INC(AAPL)4,8005,066+266984,8641,289,8821.00%+305,018
WARNER BROS DISCOVERY INC(WBD)44,84341,060-3,783513,901801,9020.62%+288,001
SCHWAB STRATEGIC TR68,92571,823+2,8982,013,2982,291,8851.78%+278,587
INNOVATOR ETFS TRUST3,1616,836+3,675215,138486,0840.38%+270,946
BIOMARIN PHARMACEUTICAL INC(BMRN)04,618+4,6180250,1110.19%+250,111
CELESTICA INC(CLS)0997+9970245,6410.19%+245,641
JAZZ PHARMACEUTICALS PLC(JAZZ)01,728+1,7280227,7500.18%+227,750
EVOLUTION PETE CORP046,317+46,3170223,2480.17%+223,248
TESLA INC(TSLA)2,6042,343-261827,1871,041,9790.81%+214,792
BROADCOM INC(AVGO)0633+6330208,7210.16%+208,721
ISHARES TR6,4696,296-1734,016,4344,213,6393.28%+197,205
WEATHERFORD INTL PLC(WFRD)6,7167,807+1,091337,882534,2330.42%+196,351
VANGUARD BD INDEX FDS33,68635,943+2,2572,480,3312,673,1042.08%+192,773
VANGUARD INDEX FDS4,1894,148-412,379,7552,540,2441.98%+160,489
CITIGROUP INC(C)13,99213,313-6791,190,9901,351,2931.05%+160,303
NVIDIA CORPORATION(NVDA)4,0844,291+207645,185800,5910.62%+155,406
TAPESTRY INC(TPR)14,21012,381-1,8291,247,8151,401,7271.09%+153,912
EXXON MOBIL CORP30,28030,304+243,264,1463,416,8052.66%+152,659
FORD MTR CO(F)120,858122,361+1,5031,311,3071,463,4371.14%+152,130
VANGUARD INDEX FDS4,8744,991+1171,349,7441,485,2731.16%+135,529
CHEVRON CORP NEW(CVX)11,01510,995-201,577,3091,707,4281.33%+130,119
VANGUARD INDEX FDS6,9667,118+1521,358,3551,485,6911.16%+127,336
VANGUARD INDEX FDS11,68511,715+301,921,7832,045,2681.59%+123,485
PVH CORPORATION(PVH)10,51410,077-437721,241844,1270.66%+122,886
SPDR SERIES TRUST119,861124,255+4,3942,852,6942,974,6702.32%+121,976
ARDMORE SHIPPING CORP26,77231,774+5,002257,011377,1570.29%+120,146
SPDR INDEX SHS FDS17,96518,192+2271,114,3661,224,1660.95%+109,800
ABBVIE INC(ABBV)2,4392,425-14452,677561,4680.44%+108,791
ISHARES TR28,87029,555+6852,863,8802,962,8662.31%+98,986
UNITEDHEALTH GROUP INC(UNH)771981+210240,552338,8730.26%+98,321
WILLIAMS SONOMA INC(WSM)4,3944,159-235717,859812,9020.63%+95,043
SIMON PPTY GROUP INC NEW(SPG)4,4714,333-138718,763813,1510.63%+94,388
SCHWAB STRATEGIC TR45,04745,161+1141,100,9511,189,5500.93%+88,599
VALERO ENERGY CORP(VLO)2,2512,256+5302,576384,1850.30%+81,609
CVS HEALTH CORP(CVS)10,23310,420+187705,854785,5480.61%+79,694
ALTRIA GROUP INC(MO)19,21218,223-9891,126,4051,203,8070.94%+77,402
GSK PLC(GSK)11,85212,217+365455,105527,2960.41%+72,191
EDISON INTL(EIX)14,98615,217+231773,270841,1880.66%+67,918
DEVON ENERGY CORP NEW(DVN)9,92010,828+908315,544379,6390.30%+64,095
ISHARES TR16,16616,149-171,445,1221,507,8481.17%+62,726
FIRST TR EXCHNG TRADED FD VI16,20517,277+1,072515,319577,3970.45%+62,078
MEDTRONIC PLC(MDT)7,0977,117+20618,645677,8230.53%+59,178
VANGUARD SCOTTSDALE FDS4,4354,335-100616,858675,7090.53%+58,851
VANGUARD INDEX FDS4,5774,624+471,301,5431,358,4711.06%+56,928
MARATHON PETE CORP(MPC)2,0082,012+4333,537387,8130.30%+54,276
ISHARES TR9,9519,9510769,297821,7380.64%+52,441
VANGUARD SCOTTSDALE FDS2,8952,781-114603,508650,1600.51%+46,652
INVESCO EXCHANGE TRADED FD T4,8965,072+176538,450581,6920.45%+43,242
SCHWAB STRATEGIC TR16,03216,080+48405,619448,6330.35%+43,014
GLOBAL PMTS INC(GPN)3,6343,998+364290,872332,1170.26%+41,245
ZIONS BANCORPORATION N A(ZION)12,25011,957-293636,280676,5530.53%+40,273
STAR BULK CARRIERS CORP.(SBLK)23,54723,995+448406,187446,0600.35%+39,873
VANGUARD INTL EQUITY INDEX F11,46011,190-270566,824606,2480.47%+39,424
VANGUARD INDEX FDS2,2662,272+6436,725475,6420.37%+38,917
INNOVATOR ETFS TRUST45,68944,356-1,3331,868,2231,905,0901.48%+36,867
VODAFONE GROUP PLC NEW(VOD)87,91683,943-3,973937,188973,7330.76%+36,545
ISHARES TR9,3099,257-52595,244630,1870.49%+34,943
WALMART INC(WMT)5,7775,810+33564,855598,7310.47%+33,876
VANGUARD SCOTTSDALE FDS2,6052,531-74731,730765,1990.60%+33,469
BXP INC(BXP)8,1527,843-309550,031583,0830.45%+33,052
ISHARES TR3,2483,039-209562,857595,1280.46%+32,271
ISHARES TR910923+13276,931307,3340.24%+30,403
MICROSOFT CORP(MSFT)2,4942,449-451,240,6631,268,5230.99%+27,860
SPDR SERIES TRUST3,4643,368-96521,856544,7660.42%+22,910
SCHWAB STRATEGIC TR11,61011,641+31276,668299,2790.23%+22,611
ISHARES TR2,3882,337-51262,970282,1780.22%+19,208
ISHARES TR2,4142,340-74369,572388,7220.30%+19,150
ISHARES TR14,80114,491-310510,770529,6510.41%+18,881
VANGUARD INDEX FDS800802+2228,350246,8310.19%+18,481
ISHARES TR5,5445,329-2151,083,3931,100,5580.86%+17,165
PARKER-HANNIFIN CORP(PH)984927-57687,295703,0780.55%+15,783
ISHARES TR3,9183,813-105760,977776,2550.60%+15,278
ISHARES TR7,4357,201-234453,083468,1150.36%+15,032
LOCKHEED MARTIN CORP(LMT)855820-35396,152409,5470.32%+13,395
VERIZON COMMUNICATIONS INC(VZ)17,32517,331+6749,666761,7070.59%+12,041
NOVARTIS AG(NVS)3,4823,378-104421,357433,1950.34%+11,838
WELLS FARGO CO NEW(WFC)2,8452,854+9227,978239,2090.19%+11,231
FIRST TR EXCHANGE TRADED FD10,3469,814-532649,084660,1150.51%+11,031
INNOVATOR ETFS TRUST3,7353,7350203,551212,1850.17%+8,634
AMAZON COM INC(AMZN)4,9454,977+321,084,9271,092,8440.85%+7,917
ISHARES TR3,0262,959-67219,928227,0070.18%+7,079
WISDOMTREE TR(WT)43,00442,908-961,731,7591,737,3541.35%+5,595
INNOVATOR ETFS TRUST5,3005,200-100209,456213,5120.17%+4,056
PROSHARES TR9,2519,059-192931,576933,6980.73%+2,122
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