Midwest Financial Group LLC Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$190.2B

Holdings

114

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (114 positions)

#StockSharesValue% PortfolioType
1
SCHDSCHWAB STRATEGIC TR
515,904$13.7B7.19%
2
IVWISHARES TR
111,124$12.2B6.43%
3
AVUVAMERICAN CENTY ETF TR
105,339$9.6B5.04%
4
NDQINVESCO QQQ TR
17,324$9.6B5.02%
5
AAPLAPPLE INC
31,596$6.5B3.41%
6
LQDISHARES TR
55,195$6.0B3.18%
7
AMDADVANCED MICRO DEVICES INC
41,707$5.9B3.11%
8
SCHZSCHWAB STRATEGIC TR
250,772$5.8B3.06%
9
MOATVANECK ETF TRUST
57,131$5.4B2.82%
10
MDYSPDR S&P MIDCAP 400 ETF TR
8,545$4.8B2.54%
11
MSFTMICROSOFT CORP
9,407$4.7B2.46%
12
VOEVANGUARD INDEX FDS
27,899$4.6B2.41%
13
AVLVAMERICAN CENTY ETF TR
63,063$4.3B2.26%
14
IJRISHARES TR
36,881$4.0B2.12%
15
SOXXISHARES TR
15,067$3.6B1.89%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
6,476$3.1B1.65%
17
SLYGSPDR SERIES TRUST
34,839$3.1B1.63%
18
FICSFIRST TR EXCHANGE TRADED FD
72,456$2.9B1.50%
19
MUMICRON TECHNOLOGY INC
22,900$2.8B1.48%
20
TLTISHARES TR
31,448$2.8B1.46%
21
OKEONEOK INC NEW
33,505$2.7B1.44%
22
RDVIFIRST TR EXCHANGE-TRADED FD
108,595$2.7B1.41%
23
XLESELECT SECTOR SPDR TR
30,724$2.6B1.37%
24
BUFQFIRST TR EXCHNG TRADED FD VI
71,019$2.4B1.24%
25
FPFFIRST TR EXCH TRD ALPHDX FD
91,546$2.2B1.18%
26
SCHGSCHWAB STRATEGIC TR
75,056$2.2B1.15%
27
XLUSELECT SECTOR SPDR TR
25,822$2.1B1.11%
28
VBRVANGUARD INDEX FDS
10,604$2.1B1.09%
29
LGOVFIRST TR EXCHANGE-TRADED FD
90,445$1.9B1.02%
30
LMBSFIRST TR EXCHANGE-TRADED FD
38,148$1.9B0.99%
31
DBMFLITMAN GREGORY FDS TR
71,699$1.8B0.97%
32
BABOEING CO
8,800$1.8B0.97%
33
AMZNAMAZON COM INC
7,390$1.6B0.85%
34
SPYSPDR S&P 500 ETF TR
2,593$1.6B0.84%
35
XOMEXXON MOBIL CORP
14,253$1.5B0.81%
36
USBUS BANCORP DEL
33,651$1.5B0.80%
37
MUBISHARES TR
14,286$1.5B0.78%
38
IAU*ISHARES GOLD TR
23,018$1.4B0.75%
39
GOOGLALPHABET INC
8,033$1.4B0.74%
40
SPLVINVESCO EXCH TRADED FD TR II
18,244$1.3B0.70%
41
COSTCOSTCO WHSL CORP NEW
1,290$1.3B0.67%
42
DIVIFRANKLIN TEMPLETON ETF TR
34,511$1.2B0.65%
43
XLFISELECT SECTOR SPDR TR
15,034$1.2B0.64%
44
XLVSELECT SECTOR SPDR TR
8,850$1.2B0.63%
45
SCHBSCHWAB STRATEGIC TR
46,633$1.1B0.58%
46
VTIVANGUARD INDEX FDS
3,372$1.0B0.54%
47
MUNIPIMCO ETF TR
19,621$1.0B0.53%
48
RTXRTX CORPORATION
6,836$998.1M0.52%
49
VTVVANGUARD INDEX FDS
5,192$917.6M0.48%
50
AXPAMERICAN EXPRESS CO
2,733$871.7M0.46%
51
NVDANVIDIA CORPORATION
5,435$858.7M0.45%
52
USMVISHARES TR
8,744$820.8M0.43%
53
SMHVANECK ETF TRUST
2,915$812.9M0.43%
54
AVGOBROADCOM INC
2,932$808.2M0.42%
55
MAMASTERCARD INCORPORATED
1,365$767.1M0.40%
56
IBITISHARES BITCOIN TRUST ETF
11,888$727.7M0.38%
57
VOOVANGUARD INDEX FDS
1,252$711.1M0.37%
58
FITBFIFTH THIRD BANCORP
16,100$662.2M0.35%
59
LRCXLAM RESEARCH CORP
6,676$649.8M0.34%
60
CSXCSX CORP
19,800$646.1M0.34%
61
ORCLORACLE CORP
2,807$613.7M0.32%
62
VVISA INC
1,709$606.6M0.32%
63
PGPROCTER AND GAMBLE CO
3,801$605.6M0.32%
64
VCSHVANGUARD SCOTTSDALE FDS
7,613$605.2M0.32%
65
RCLROYAL CARIBBEAN GROUP
1,850$579.3M0.30%
66
DKNGDRAFTKINGS INC NEW
12,250$525.4M0.28%
67
DVNDEVON ENERGY CORP NEW
16,375$520.9M0.27%
68
CPCANADIAN PACIFIC KANSAS CITY
6,175$489.5M0.26%
69
OGSONE GAS INC
6,368$457.6M0.24%
70
CVXCHEVRON CORP NEW
3,193$457.2M0.24%
71
BACVERIZON COMMUNICATIONS INC
10,325$446.8M0.23%
72
DGDOLLAR GEN CORP NEW
3,799$434.5M0.23%
73
AMATAPPLIED MATLS INC
2,273$416.2M0.22%
74
CEF/USPROTT PHYSICAL GOLD & SILVE
13,788$415.0M0.22%
75
UNPUNION PAC CORP
1,801$414.4M0.22%
76
SDYSPDR SERIES TRUST
3,020$409.9M0.22%
77
TCAFT ROWE PRICE ETF INC
11,344$400.2M0.21%
78
MCDMCDONALDS CORP
1,341$391.7M0.21%
79
SCHFSCHWAB STRATEGIC TR
17,637$389.8M0.20%
80
PEPPEPSICO INC
2,798$369.4M0.19%
81
IWMISHARES TR
1,641$354.2M0.19%
82
XLISELECT SECTOR SPDR TR
2,388$352.3M0.19%
83
LSCCLATTICE SEMICONDUCTOR CORP
7,125$349.1M0.18%
84
XLCSELECT SECTOR SPDR TR
3,138$340.6M0.18%
85
TROWPRICE T ROWE GROUP INC
3,315$319.9M0.17%
86
WMTWALMART INC
3,205$313.4M0.16%
87
ZMZOOM COMMUNICATIONS INC
3,870$301.8M0.16%
88
JNJJOHNSON & JOHNSON
1,973$301.4M0.16%
89
PFFISHARES TR
9,555$293.1M0.15%
90
UNHUNITEDHEALTH GROUP INC
938$292.5M0.15%
91
IWRISHARES TR
3,175$292.0M0.15%
92
VOVANGUARD INDEX FDS
1,010$282.7M0.15%
93
XLYSELECT SECTOR SPDR TR
1,261$274.0M0.14%
94
KOCOCA COLA CO
3,843$271.9M0.14%
95
JPMJPMORGAN CHASE & CO.
926$268.4M0.14%
96
BACBANK AMERICA CORP
5,609$265.4M0.14%
97
QGROAMERICAN CENTY ETF TR
2,376$259.2M0.14%
98
PFEPFIZER INC
10,548$255.7M0.13%
99
IVVISHARES TR
403$250.3M0.13%
100
XLKSELECT SECTOR SPDR TR
970$245.7M0.13%
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