MIDLAND WEALTH ADVISORS, LLC
CIK: 0001990058SEC EDGAR →
Portfolio Value
$1.9B
Holdings
164
As of
Q4 2025
New Positions
10
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 502,104 | $343.9M | 17.90% |
| 2 | ISHARES TR | 2,764,705 | $263.3M | 13.70% |
| 3 | ISHARES TR | 2,094,791 | $187.4M | 9.75% |
| 4 | JANUS DETROIT STR TR | 3,410,388 | $172.5M | 8.98% |
| 5 | VANGUARD WORLD FD | 1,411,912 | $91.8M | 4.78% |
| 6 | J P MORGAN EXCHANGE TRADED F | 1,430,636 | $90.4M | 4.70% |
| 7 | ISHARES TR | 630,178 | $77.7M | 4.04% |
| 8 | SPDR SERIES TRUST | 1,149,359 | $68.7M | 3.57% |
| 9 | VANGUARD INDEX FDS | 358,385 | $68.4M | 3.56% |
| 10 | ISHARES INC | 927,837 | $62.4M | 3.25% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $1.6B | 82.8% |
| Unknown | 5 | $191.4M | 10.0% |
| Technology | 20 | $44.9M | 2.3% |
| Basic Materials | 3 | $25.2M | 1.3% |
| Industrials | 16 | $14.4M | 0.8% |
| Healthcare | 16 | $14.1M | 0.7% |
| Consumer Cyclical | 7 | $10.8M | 0.6% |
| Communication Services | 6 | $9.5M | 0.5% |
| Consumer Defensive | 6 | $9.2M | 0.5% |
| Energy | 4 | $7.0M | 0.4% |
| Utilities | 5 | $3.6M | 0.2% |