Midwestern Financial, LLC /IA

CIK: 0002083276Latest portfolio: $120.9M · Q4 2025

Holdings

52

Total Value

$120.9M

New Positions

0

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
16,824$11.5M9.49%+2K
2
FLVAMERICAN CENTY ETF TR
111,760$8.5M7.01%+1K
3
AGGISHARES TR
83,522$8.3M6.90%+3K
4
ACWXISHARES TR
101,748$6.8M5.65%+9K
5
AVDEAMERICAN CENTY ETF TR
73,654$6.1M5.02%+1K
6
AVEMAMERICAN CENTY ETF TR
78,224$6.0M4.98%+3K
7
VTVVANGUARD INDEX FDS
31,466$6.0M4.97%-448
8
SCHBSCHWAB STRATEGIC TR
185,988$4.9M4.04%-22,468
9
VTIVANGUARD INDEX FDS
13,118$4.4M3.64%-2,640
10
JPSTJ P MORGAN EXCHANGE TRADED F
82,095$4.2M3.44%+9K
11
VEAVANGUARD TAX-MANAGED FDS
55,729$3.5M2.88%+3K
12
VBRVANGUARD INDEX FDS
15,858$3.4M2.78%+557
13
VTVANGUARD INTL EQUITY INDEX F
20,713$2.9M2.42%+305
14
IAGGISHARES TR
54,175$2.7M2.24%+5K
15
NDQINVESCO QQQ TR
4,385$2.7M2.23%-178
16
VGSHVANGUARD SCOTTSDALE FDS
42,273$2.5M2.05%-1,457
17
SCHASCHWAB STRATEGIC TR
83,713$2.4M1.97%+11K
18
VOVANGUARD INDEX FDS
7,895$2.3M1.90%+1K
19
VTEBVANGUARD MUN BD FDS
44,720$2.2M1.86%+6K
20
METAMETA PLATFORMS INC
3,277$2.2M1.79%+24
21
SUBISHARES TR
18,218$1.9M1.61%-446
22
QUALISHARES TR
9,737$1.9M1.60%+1K
23
SHYDVANECK ETF TRUST
76,195$1.7M1.44%+22K
24
VIGVANGUARD SPECIALIZED FUNDS
7,794$1.7M1.42%-82
25
NVDANVIDIA CORPORATION
8,700$1.6M1.34%+1

Quarterly Changes

New Positions

No new positions this quarter

Closed Positions

Increased Positions

NameSharesChange
SHYD76K+22K
SCHA84K+11K
JPST82K+9K
VTEB45K+6K
IAGG54K+5K
VTIP18K+4K
XLB8K+4K
AGG84K+3K
AVEM78K+3K
VEA56K+3K

Decreased Positions

NameSharesChange
SCHB186K-22468
VTI13K-2640
VGSH42K-1457
HDV2K-1114
SBUX11K-923
BBCB13K-828
ACWI3K-644
ROP2K-609
JMST9K-518
VTV31K-448

Sector Breakdown

Financial Services0.0% ($1.1472846883426832e+133T)
Technology0.0% ($16221.2T)
Consumer Cyclical0.0% ($905.7B)
Unknown0.0% ($26.9B)
Communication Services0.0% ($2.2B)
Industrials0.0% ($771K)
Consumer Defensive0.0% ($495K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$120.9M52
Q3 2025Nov 14, 2025$116.5B54
Q2 2025Aug 28, 2025$106.7B54

Fund Information

CIK0002083276
Most Recent FilingFeb 6, 2026
Number of Filings3

Midwestern Financial, LLC /IA 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 $120.9M across 52 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 9.5% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 2 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.