Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mid-American Wealth Advisory Group

Latest statistics and disclosures from Mid-American Wealth Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are HYS, TUA, IBHF, SIXO, BILZ, and represent 47.33% of Mid-American Wealth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: SIXO (+$21M), OCTW (+$8.4M), IBHF (+$6.5M), IBHG, IBHH, ORLY, BILZ, SBAR, PYLD, TUA.
Started 10 new stock positions in FSEC, SIXO, IBHG, OCTW, GOOG, ACII, SCHG, IBHH, NOCT, ORLY.
Reduced shares in these 10 stocks: SIXJ (-$21M), IBHE (-$15M), NVBW (-$8.6M), XV, QQQM, DECW, MO, ONEZ, CSCO, MARZ.
Sold out of its positions in NVBW, SIXJ, IBHE, XV.
Mid-American Wealth Advisory Group was a net buyer of stock by $14M.
Mid-American Wealth Advisory Group has $237M in assets under management (AUM), dropping by 5.71%.
Central Index Key (CIK): 0001911264

Tip: Access up to 7 years of quarterly data

Positions held by Mid-American Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Etf Tr 0-5 High Yield (HYS)	13.3	$31M		332k	94.82	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	10.5	$25M	+3%	1.1M	21.90	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	9.2	$22M	+43%	939k	23.08	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	8.9	$21M	NEW	607k	34.73	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	5.5	$13M	+15%	128k	100.77	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	4.3	$10M	+18%	391k	26.16	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	4.2	$9.9M		192k	51.75	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	3.6	$8.4M	NEW	217k	39.00	View chart
Elevation Series Trust Trueshares Quart (QBER)	3.4	$8.1M	+5%	337k	23.97	View chart
Spdr Series Trust State Street Spd (BIL)	3.2	$7.5M	+4%	82k	91.38	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	3.0	$7.1M	+3%	110k	64.25	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	2.0	$4.7M	+6%	94k	50.28	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	2.0	$4.7M	+7%	201k	23.31	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	2.0	$4.7M	+7%	210k	22.27	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	2.0	$4.7M	NEW	209k	22.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.9	$4.6M		21k	219.78	View chart
Bristol Myers Squibb (BMY)	1.8	$4.3M	+6%	81k	53.94	View chart
Cisco Systems (CSCO)	1.8	$4.2M	-2%	54k	77.03	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	1.7	$4.0M	-3%	155k	25.97	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	1.6	$3.7M	NEW	157k	23.68	View chart
Verizon Communications (VZ)	1.5	$3.6M	+3%	89k	40.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$3.1M	-11%	12k	252.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.0	$2.3M	+69%	87k	26.68	View chart
O'reilly Automotive (ORLY)	1.0	$2.3M	NEW	25k	91.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$2.3M	+13%	81k	28.48	View chart
Elevation Series Trust Trueshares Struc (MARZ)	0.9	$2.1M	-3%	61k	34.27	View chart
Coca-Cola Company (KO)	0.7	$1.6M		23k	69.91	View chart
Altria (MO)	0.6	$1.5M	-7%	26k	57.66	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$1.3M	+12%	11k	119.33	View chart
Apple (AAPL)	0.4	$874k	+18%	3.2k	271.82	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.3	$817k		17k	47.66	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$763k	+70%	7.6k	100.34	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.3	$753k	+11%	13k	56.61	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$748k	+6%	7.7k	96.84	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.3	$745k	NEW	13k	57.92	View chart
Elevation Series Trust Trueshares Strct (JULZ)	0.3	$713k	+7%	17k	42.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$685k	-3%	1.7k	396.40	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	0.3	$665k	+82%	55k	12.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$660k	+86%	2.1k	313.00	View chart
Innovator Etfs Trust Index Autocallab (ACII)	0.3	$601k	NEW	24k	25.62	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.2	$573k	+62%	21k	26.74	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$568k	+70%	22k	25.82	View chart
NVIDIA Corporation (NVDA)	0.2	$548k	+16%	2.9k	186.51	View chart
Microsoft Corporation (MSFT)	0.2	$454k	+28%	939.00	483.65	View chart
Amazon (AMZN)	0.2	$438k	+10%	1.9k	230.82	View chart
Wal-Mart Stores (WMT)	0.2	$406k	+10%	3.6k	111.41	View chart
Tesla Motors (TSLA)	0.2	$387k	-12%	861.00	449.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$357k	-16%	521.00	684.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$342k		4.2k	81.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$303k	+12%	484.00	626.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$302k	NEW	961.00	313.87	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$253k	+32%	18k	14.30	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$242k	-34%	7.1k	33.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$233k	NEW	7.2k	32.62	View chart
Fidelity Merrimack Str Tr Investment Gr Se (FSEC)	0.1	$223k	NEW	5.1k	44.13	View chart

Past Filings by Mid-American Wealth Advisory Group

SEC 13F filings are viewable for Mid-American Wealth Advisory Group going back to 2021

Mid-American Wealth Advisory Group 2025 Q4 filed Jan. 23, 2026
Mid-American Wealth Advisory Group 2025 Q3 filed Oct. 20, 2025
Mid-American Wealth Advisory Group 2025 Q2 filed July 30, 2025
Mid-American Wealth Advisory Group 2025 Q1 filed April 9, 2025
Mid-American Wealth Advisory Group 2024 Q4 filed Jan. 13, 2025
Mid-American Wealth Advisory Group 2024 Q3 filed Oct. 2, 2024
Mid-American Wealth Advisory Group 2024 Q2 filed July 10, 2024
Mid-American Wealth Advisory Group 2024 Q1 filed April 8, 2024
Mid-American Wealth Advisory Group 2023 Q4 restated filed Feb. 7, 2024
Mid-American Wealth Advisory Group 2023 Q4 filed Feb. 5, 2024
Mid-American Wealth Advisory Group 2023 Q3 filed Oct. 10, 2023
Mid-American Wealth Advisory Group 2023 Q2 filed July 13, 2023
Mid-American Wealth Advisory Group 2022 Q1 filed May 31, 2022
Mid-American Wealth Advisory Group 2021 Q4 filed Feb. 16, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z