Midwest Capital Advisors, LLC

CIK: 0002026480Latest portfolio: $208.7M · Q4 2025

Holdings

192

Total Value

$208.7M

New Positions

191

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
DYNFBLACKROCK ETF TRUST
425,434$25.9M12.39%NEW
2
SCHGSCHWAB STRATEGIC TR
789,303$25.7M12.33%NEW
3
SPEMSPDR INDEX SHS FDS
407,988$19.1M9.15%NEW
4
OEFISHARES TR
43,699$15.0M7.18%NEW
5
QUALISHARES TR
58,710$11.7M5.59%NEW
6
MTUMISHARES TR
38,053$9.5M4.56%NEW
7
IAU*ISHARES GOLD TR
110,805$9.0M4.31%NEW
8
BAIBLACKROCK ETF TRUST
269,016$9.0M4.29%NEW
9
THROBLACKROCK ETF TRUST
211,376$8.2M3.90%NEW
10
EFVISHARES TR
91,041$6.5M3.11%NEW
11
PVALPUTNAM ETF TRUST
129,186$5.9M2.82%NEW
12
BNDXVANGUARD CHARLOTTE FDS
121,026$5.8M2.80%NEW
13
USTBVICTORY PORTFOLIOS II
104,147$5.3M2.54%NEW
14
BINCBLACKROCK ETF TRUST II
89,442$4.7M2.26%NEW
15
SHLDGLOBAL X FDS
63,149$4.1M1.96%NEW
16
SPMBSPDR SERIES TRUST
177,480$4.0M1.91%NEW
17
EFGISHARES TR
29,977$3.4M1.64%NEW
18
TLHISHARES TR
29,014$2.9M1.41%NEW
19
VTVVANGUARD INDEX FDS
14,227$2.7M1.30%NEW
20
BIDDBLACKROCK ETF TRUST
88,489$2.5M1.22%NEW
21
SCHBSCHWAB STRATEGIC TR
92,114$2.4M1.16%NEW
22
SYSBISHARES TR
22,446$2.0M0.96%NEW
23
SCHZSCHWAB STRATEGIC TR
80,517$1.9M0.90%NEW
24
VEAVANGUARD TAX-MANAGED FDS
24,736$1.5M0.74%NEW
25
ICVTISHARES TR
14,575$1.4M0.69%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($2.5870257471909718e+241T)
Technology0.0% ($1.0893121771751118e+31T)
Industrials0.0% ($79715439252422230016.0T)
Healthcare0.0% ($3692545846452723712.0T)
Utilities0.0% ($318117494339.2T)
Consumer Cyclical0.0% ($115104696121.2T)
Consumer Defensive0.0% ($19410042.3T)
Unknown0.0% ($899.5T)
Energy0.0% ($18.8T)
Basic Materials0.0% ($5.1T)
Communication Services0.0% ($13.8B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 29, 2026$208.7M192
Q3 2025Oct 27, 2025$207.4B0
Q2 2025Jul 25, 2025$189.7B188
Q1 2025May 5, 2025$162.9B182
Q4 2024Feb 4, 2025$136.8B191

Fund Information

CIK0002026480
Most Recent FilingJan 29, 2026
Number of Filings5

Midwest Capital Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $208.7M across 192 holdings. The largest position is BLACKROCK ETF TRUST (DYNF), representing 12.4% of the portfolio. Compared to the previous quarter, the fund opened 192 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.