Portfolio (Quarterly) Guide ↗

Michels Family Financial, LLC

· CIK 0002053733

13F Portfolio $139M AUM 139 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 49 Added 49 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	INNOVATOR ETFS TRUST	—	36,655	$1.0M	0.77%	SOLD
2	ABT	ABBOTT LABS	Healthcare	1,898	$238K	0.17%	SOLD
3	POCT	INNOVATOR ETFS TRUST	—	4,625	$203K	0.15%	SOLD

Sector Allocation

Financial Services 24.4%

Energy 16.6%

Technology 12.3%

Consumer Cyclical 12.3%

Communication Services 10.4%

Healthcare 10.1%

Consumer Defensive 6.1%

Real Estate 3.1%

Industrials 3.0%

Utilities 1.7%