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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, SIXJ, IBHF, IBHE, and represent 47.36% of Mid-American Wealth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: SIXJ (+$21M), SBAR (+$8.7M), ONEZ, QBER, QQQM, Elevation Series Trust, SCHA, PYLD, IBHF, SPMO.
Started 12 new stock positions in PYLD, PSBD, ONEZ, VOO, Elevation Series Trust, MINT, CAIE, XV, SPMO, Elevation Series Trust. SBAR, SCHA.
Reduced shares in these 10 stocks: SIXZ (-$7.1M), FLJJ (-$6.9M), OCTW (-$5.4M), JULZ, TYA, QBUL, MARZ, ZROZ, SIXO, NVDA.
Sold out of its positions in ABSI, ACVA, AFL, AMLP, ABT, ABBV, ADBE, AMD, JULW, OCTW.
Mid-American Wealth Advisory Group was a net buyer of stock by $12M.
Mid-American Wealth Advisory Group has $224M in assets under management (AUM), dropping by 6.51%.
Central Index Key (CIK): 0001911264

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Portfolio Holdings for Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group holds 49 positions in its portfolio as reported in the September 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)	13.9	$31M	+3%	325k	95.68	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	10.7	$24M	+5%	1.1M	21.87	View chart
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ)	9.3	$21M	+35038%	627k	33.34	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	6.8	$15M	+9%	655k	23.39	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	6.6	$15M	+5%	632k	23.22	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	5.0	$11M	+4%	111k	101.19	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	4.5	$10M	+2%	191k	53.28	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	3.9	$8.7M	NEW	330k	26.26	View chart
Aim Etf Products Trust Us Lrgcp B20 Nov (NVBW)	3.9	$8.6M		260k	33.28	View chart
Elevation Series Trust Trueshares Quart (QBER)	3.5	$7.9M	+77%	319k	24.64	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	3.2	$7.2M	-13%	107k	67.96	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	3.2	$7.2M		79k	91.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$4.5M		21k	215.79	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	2.0	$4.5M	+9%	88k	51.07	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	2.0	$4.5M	+10%	195k	22.91	View chart
Simplify Exchange Traded Fun Simplify Opport (CRDT)	2.0	$4.4M	+15%	186k	23.66	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	1.9	$4.2M	NEW	160k	26.51	View chart
Cisco Systems (CSCO)	1.7	$3.8M	-4%	55k	68.42	View chart
Verizon Communications (VZ)	1.7	$3.8M		86k	43.95	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.5	$3.4M	+3856%	14k	247.12	View chart
Bristol Myers Squibb (BMY)	1.5	$3.4M	+2%	75k	45.10	View chart
Elevation Series Trust Trueshares Struc	1.0	$2.2M	NEW	63k	34.82	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$2.0M	NEW	71k	27.90	View chart
Altria (MO)	0.8	$1.9M	-3%	28k	66.06	View chart
Coca-Cola Company (KO)	0.7	$1.5M	-2%	23k	66.32	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$1.4M	NEW	51k	26.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$1.2M	NEW	9.8k	121.06	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.3	$777k	+21%	17k	45.51	View chart
Elevation Series Trust Trueshares Strct	0.3	$727k	NEW	16k	46.35	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$718k	+15%	7.3k	98.58	View chart
Apple (AAPL)	0.3	$693k	-42%	2.7k	254.59	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.3	$673k	+24%	12k	56.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$637k	-3%	1.8k	355.47	View chart
NVIDIA Corporation (NVDA)	0.2	$470k	-59%	2.5k	186.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$450k	NEW	4.5k	100.69	View chart
Tesla Motors (TSLA)	0.2	$436k	-50%	981.00	444.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$417k	+7%	623.00	669.30	View chart
Simplify Exchange Traded Fun Target 15 Distri (XV)	0.2	$415k	NEW	16k	26.61	View chart
Microsoft Corporation (MSFT)	0.2	$380k	-59%	733.00	517.99	View chart
Amazon (AMZN)	0.2	$377k	-57%	1.7k	219.57	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.2	$371k	+29%	13k	27.80	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	0.2	$367k	NEW	30k	12.27	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.2	$363k	NEW	13k	27.47	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.2	$360k	+9314%	11k	32.99	View chart
Wal-Mart Stores (WMT)	0.2	$339k		3.3k	103.06	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$329k	+322200%	13k	25.51	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$313k	-4%	4.3k	72.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$275k	-10%	1.1k	243.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$263k	NEW	430.00	612.02	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 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

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