Midwest Financial Group LLC

CIK: 0001967193Latest portfolio: $226.4M · Q4 2025

Holdings

123

Total Value

$226.4M

New Positions

123

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
IVWISHARES TR
113,758$14.0M6.19%NEW
2
AVUVAMERICAN CENTY ETF TR
112,787$11.5M5.08%NEW
3
NDQINVESCO QQQ TR
18,599$11.4M5.05%NEW
4
SCHDSCHWAB STRATEGIC TR
389,507$10.7M4.72%NEW
5
AMDADVANCED MICRO DEVICES INC
42,293$9.1M4.00%NEW
6
AAPLAPPLE INC
31,210$8.5M3.75%NEW
7
SCHZSCHWAB STRATEGIC TR
302,319$7.1M3.12%NEW
8
PVALPUTNAM ETF TRUST
150,304$6.8M3.03%NEW
9
MUMICRON TECHNOLOGY INC
23,140$6.6M2.92%NEW
10
MOATVANECK ETF TRUST
56,914$5.9M2.60%NEW
11
LQDISHARES TR
48,414$5.3M2.36%NEW
12
AVLVAMERICAN CENTY ETF TR
67,529$5.1M2.26%NEW
13
VOEVANGUARD INDEX FDS
28,733$5.1M2.25%NEW
14
SOXXISHARES TR
15,533$4.7M2.07%NEW
15
SLYGSPDR SERIES TRUST
48,941$4.6M2.04%NEW
16
MSFTMICROSOFT CORP
9,183$4.4M1.96%NEW
17
MDYSPDR S&P MIDCAP 400 ETF TR
7,330$4.4M1.95%NEW
18
SCHGSCHWAB STRATEGIC TR
117,586$3.8M1.69%NEW
19
IJRISHARES TR
30,600$3.7M1.62%NEW
20
BRK/BBERKSHIRE HATHAWAY INC DEL
6,927$3.5M1.54%NEW
21
TLTISHARES TR
32,293$2.8M1.24%NEW
22
LGOVFIRST TR EXCHANGE-TRADED FD
121,514$2.7M1.17%NEW
23
XLUSELECT SECTOR SPDR TR
61,496$2.6M1.16%NEW
24
OKEONEOK INC NEW
35,397$2.6M1.15%NEW
25
BUFQFIRST TR EXCHNG TRADED FD VI
72,562$2.6M1.15%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($1.4021115021068468e+251T)
Technology0.0% ($9.057848466044441e+36T)
Industrials0.0% ($18871257677454.4T)
Consumer Cyclical0.0% ($215850939436.8T)
Unknown0.0% ($1142534811.1T)
Energy0.0% ($26011711.6T)
Consumer Defensive0.0% ($1715524.5T)
Healthcare0.0% ($40.4T)
Communication Services0.0% ($2.5B)
Utilities0.0% ($485K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 20, 2026$226.4M123
Q3 2025Nov 6, 2025$209.8B0
Q2 2025Jul 18, 2025$190.2B114
Q1 2025Apr 22, 2025$172.1B108

Fund Information

CIK0001967193
Most Recent FilingJan 20, 2026
Number of Filings4

Midwest Financial Group 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 $226.4M across 123 holdings. The largest position is ISHARES TR (IVW), representing 6.2% of the portfolio. Compared to the previous quarter, the fund opened 123 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.