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Manager record

Michels Family Financial, LLC

Fort Worth, TX · CIK 2053733 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$155.96MReported 13F valueQ2 2026 · as filed
148Holdings listed
+12.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $117.3M$117.3MQ2 2025126 holdingsQ3 2025: $128.4M$128.4MQ3 2025134 holdingsQ4 2025: $136.1M$136.1MQ4 2025136 holdingsQ1 2026: $138.6M$138.6MQ1 2026139 holdingsQ2 2026: $156.0M$156.0MQ2 2026148 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$155.96M · 148 holdings listed · View original SEC filing ↗
Apr 24 2026 13F-HR · period Q1 2026

$138.65M · 139 holdings listed · View original SEC filing ↗
Feb 19 2026 13F-HR · period Q4 2025

$136.11M · 136 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$128.41M · 134 holdings listed · View original SEC filing ↗
Jul 17 2025 13F-HR · period Q2 2025

$117.31M · 126 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology