Mid-American Wealth Advisory Group, Inc.
CIK: 0001911264SEC EDGAR →
Portfolio Value
$236.7M
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PIMCO ETF TR | 331,479 | $31.4M | 13.28% |
| 2 | SIMPLIFY EXCHANGE TRADED FUN | 1,139,443 | $25.0M | 10.54% |
| 3 | ISHARES TR | 938,450 | $21.7M | 9.15% |
| 4 | AIM ETF PRODUCTS TRUST | 606,671 | $21.1M | 8.90% |
| 5 | PIMCO ETF TR | 128,222 | $12.9M | 5.46% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | 390,670 | $10.2M | 4.32% |
| 7 | PIMCO ETF TR | 192,125 | $9.9M | 4.20% |
| 8 | AIM ETF PRODUCTS TRUST | 216,453 | $8.4M | 3.57% |
| 9 | ELEVATION SERIES TRUST | 337,316 | $8.1M | 3.42% |
| 10 | SPDR SERIES TRUST | 82,293 | $7.5M | 3.18% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (55)
$31.4M · 331K shares
$25.0M · 1.1M shares
$21.7M · 938K shares
$21.1M · 607K shares
$12.9M · 128K shares
$10.2M · 391K shares
$9.9M · 192K shares
$8.4M · 216K shares
$8.1M · 337K shares
$7.5M · 82K shares
$7.1M · 110K shares
$4.7M · 94K shares
$4.7M · 201K shares
$4.7M · 210K shares
$4.7M · 209K shares
$4.6M · 21K shares
$4.3M · 81K shares
$4.2M · 54K shares
$4.0M · 155K shares
$3.7M · 157K shares
$3.6M · 89K shares
$3.1M · 12K shares
$2.3M · 87K shares
$2.3M · 25K shares
$2.3M · 81K shares
$2.1M · 61K shares
$1.6M · 23K shares
$1.5M · 26K shares
$1.3M · 11K shares
$873K · 3K shares
$816K · 17K shares
$762K · 8K shares
$752K · 13K shares
$747K · 8K shares
$744K · 13K shares
$712K · 17K shares
$684K · 2K shares
$664K · 55K shares
$660K · 2K shares
$601K · 23K shares
$573K · 21K shares
$567K · 22K shares
$548K · 3K shares
$454K · 939 shares
$437K · 2K shares
$406K · 4K shares
$387K · 861 shares
$356K · 521 shares
$342K · 4K shares
$303K · 484 shares
$301K · 961 shares
$252K · 18K shares
$242K · 7K shares
$233K · 7K shares
$223K · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $204.2M | 86.3% |
| Unknown | 5 | $14.4M | 6.1% |
| Technology | 4 | $6.0M | 2.5% |
| Healthcare | 1 | $4.3M | 1.8% |
| Consumer Defensive | 3 | $3.5M | 1.5% |
| Consumer Cyclical | 3 | $3.1M | 1.3% |
| Communication Services | 2 | $961K | 0.4% |