Michels Family Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 154 distinct positions held by the firm, which is headquartered in Fort Worth, Texas.
The portfolio is diversified across various sectors, with notable holdings including Ford Motor Company, which is listed with 103,796 shares, and Verizon Communications, with 18,353 shares. Other significant positions include Walmart (6,247 shares), Visa (2,440 shares), and Procter & Gamble (1,949 shares). The filing also includes a substantial number of exchange-traded funds (ETFs), such as the Vanguard S&P 500 ETF (6,057 shares) and the iShares Core S&P 500 ETF (6,158 shares).
According to the information table provided in the filing, all positions are listed as sole voting rights, with no shared voting or dispositive rights reported for any of the securities.
