Michels Family Financial, LLC
RIA/Wealth
Michels Family Financial, LLC is a RIA/Wealth based in Manhattan Beach, CA led by Nicholas Eugene Michels, reporting $303.5M in AUM as of Q3 2025 with 60% ETF concentration.
Managing PartnerNicholas Eugene Michels
- Portfolio Value
- $128.4M
- Positions
- 134
- Top Holding
- SPY at 6.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Michels Family Financial, LLC's portfolio (31.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.1M | 6.34% | +$427.7K Bought | — 12.2K shares | |
ETF ETF | $6.4M | 5.00% | +$181.6K Bought | — 235.2K shares | |
ETF ETF | $4.2M | 3.28% | -$115.8K Sold | — 6.3K shares | |
ETF ETF | $3.6M | 2.79% | +$95.6K Bought | — 29.7K shares | |
Oil & Gas Integrated Energy | $3.4M | 2.66% | +$2.7K Bought | 0.00% 30.3K shares | |
ETF ETF | $3.3M | 2.53% | +$376.4K Bought | — 5.4K shares | |
ETF ETF | $3.0M | 2.32% | +$105.2K Bought | — 124.3K shares | |
ETF ETF | $3.0M | 2.31% | +$68.7K Bought | — 29.6K shares | |
ETF ETF | $2.7M | 2.08% | +$167.9K Bought | — 35.9K shares | |
ETF ETF | $2.5M | 1.98% | -$25.1K Sold | — 4.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Michels Family Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Michels Family Financial, LLC
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