Michels Family Financial, LLC
Top Portfolio Positions
79 positions ·
$67,906,672 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
13,279 | $8,635,864 | 12.72% |
| XOM |
Exxon Mobil Corp
Energy
|
30,277 | $5,136,795 | 7.56% |
| QQQ |
Invesco Qqq Trust, Series 1
|
6,367 | $3,674,905 | 5.41% |
| CVX |
Chevron Corp
Energy
|
11,165 | $2,310,038 | 3.40% |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
11,604 | $1,637,440 | 2.41% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,830 | $1,619,127 | 2.38% |
| C |
Citigroup Inc
Financial Services
|
13,235 | $1,500,981 | 2.21% |
| AAPL |
Apple Inc.
Technology
|
5,730 | $1,454,216 | 2.14% |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,974 | $1,430,323 | 2.11% |
| NVDA |
Nvidia Corp
Technology
|
7,124 | $1,242,425 | 1.83% |
Portfolio Trend
Holdings in EPM
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,695 | 12,379 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $43,542 | 12,300 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $223,247 | 46,317 | Shares | Sole | 2025-11-10 | |
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