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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 PAYM, TUA, HYS, SIXZ, BILZ, and represent 51.30% of Mid-American Wealth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: PAYM (+$46M), SIXZ (+$18M), PYLD (+$10M), MAYW (+$7.5M), TUA (+$7.5M), RJDI (+$6.2M), BILZ, SPYI, NVDA, ACII.
Started 22 new stock positions in ONEH, PVEX, PLTR, SPYI, TYA, LRCX, LMT, AMAT, PAYH, SIXZ. MAYW, SPLS, First Tr Exchange-traded, INTC, TXN, AVGO, RJDI, PAYM, META, BRK.B, TLSA, MU.
Reduced shares in these 10 stocks: SIXO (-$22M), IBHF (-$11M), SBAR (-$9.6M), OCTW (-$8.4M), CSCO (-$6.1M), QBER (-$5.1M), CRDT, CDX, VIG, ZROZ.
Sold out of its positions in OCTW, DECW, CAIE, FSEC, IBHH, PSBD, SCHG, CRDT, CDX, EMLC. VOO.
Mid-American Wealth Advisory Group was a net buyer of stock by $36M.
Mid-American Wealth Advisory Group has $277M in assets under management (AUM), dropping by 16.85%.
Central Index Key (CIK): 0001911264

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Portfolio Holdings for Mid-American Wealth Advisory Group

Mid-American Wealth Advisory Group holds 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Elevation Series Trust S&p Au De In Etf (PAYM)	16.5	$46M	NEW	1.8M	25.12	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	11.1	$31M	+32%	1.5M	20.43	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	10.6	$29M	-5%	315k	93.52	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	6.6	$18M	NEW	580k	31.53	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	6.5	$18M	+38%	178k	100.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.6	$13M	+450%	478k	26.52	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	3.8	$11M	-50%	464k	22.65	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	3.1	$8.7M	-10%	171k	50.65	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	3.0	$8.3M	+9%	90k	91.64	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	2.7	$7.5M	NEW	215k	34.77	View chart
Carillon Ser Tr Rj Ea Gcm Di Etf (RJDI)	2.2	$6.2M	NEW	210k	29.32	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	1.6	$4.3M	-6%	196k	22.08	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	1.6	$4.3M	-6%	88k	49.31	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.5	$4.2M	NEW	80k	53.09	View chart
NVIDIA Corporation (NVDA)	1.5	$4.0M	+582%	20k	200.09	View chart
Innovator Etfs Trust Inde Aut Inc Etf (ACII)	1.4	$4.0M	+563%	156k	25.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$3.5M	-4%	12k	302.96	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	1.3	$3.5M	-18%	125k	27.59	View chart
Bristol Myers Squibb (BMY)	1.2	$3.4M	-27%	58k	57.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$3.2M	+9%	88k	36.13	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	1.1	$3.0M	-56%	47k	64.10	View chart
Verizon Communications (VZ)	1.1	$3.0M	-19%	71k	42.34	View chart
Elevation Series Trust True Qu Bear Etf (QBER)	1.1	$3.0M	-63%	124k	23.80	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$2.9M	+274%	28k	100.81	View chart
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)	0.9	$2.5M	NEW	199k	12.77	View chart
Elevation Series Trust Trueshares S&p (PAYH)	0.9	$2.4M	NEW	98k	24.78	View chart
O'reilly Automotive (ORLY)	0.8	$2.3M		25k	92.09	View chart
Elevation Series Trust True St Marc Etf (MARZ)	0.7	$1.9M	-15%	51k	36.66	View chart
Altria (MO)	0.5	$1.3M	-30%	18k	71.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$1.3M	-27%	8.0k	161.54	View chart
Coca-Cola Company (KO)	0.5	$1.3M	-33%	16k	81.27	View chart
Apple (AAPL)	0.5	$1.3M	+34%	4.3k	289.39	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.4	$1.2M	NEW	60k	20.54	View chart
Elevation Series Trust Trueshs Tech Ai (LRNZ)	0.4	$1.1M	+2%	18k	64.53	View chart
Elevation Series Trust Trueshares Strct (JULZ)	0.4	$1.1M	+37%	23k	45.35	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.4	$1.0M	+17%	16k	67.17	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.4	$1.0M	+28%	17k	62.53	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.4	$1.0M	+15%	8.9k	114.87	View chart
Elevation Series Trust Trueshares Eqty (ONEH)	0.4	$1.0M	NEW	41k	24.68	View chart
Amazon (AMZN)	0.4	$1.0M	+123%	4.2k	238.35	View chart
Microsoft Corporation (MSFT)	0.3	$818k	+133%	2.2k	373.07	View chart
Tesla Motors (TSLA)	0.3	$809k	+123%	1.9k	420.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$792k	+5%	2.2k	357.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$723k	+112%	2.0k	353.37	View chart
Elevation Series Trust Trues Conve Etf (PVEX)	0.2	$627k	NEW	21k	30.58	View chart
Pimco Etf Tr Us Stk Plus Ac (SPLS)	0.2	$623k	NEW	12k	54.27	View chart
Simplify Exchange Traded Fun Bitc Str Plu Etf (MAXI)	0.2	$609k	+315%	73k	8.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$590k	-7%	1.6k	368.47	View chart
Meta Platforms Cl A (META)	0.2	$481k	NEW	855.00	562.99	View chart
Applied Materials (AMAT)	0.2	$435k	NEW	601.00	723.23	View chart
Wal-Mart Stores (WMT)	0.2	$430k	+4%	3.8k	113.27	View chart
Tiziana Life Sciences Common Shares (TLSA)	0.1	$414k	NEW	323k	1.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$401k	NEW	801.00	500.33	View chart
Lam Research Corp Com New (LRCX)	0.1	$392k	NEW	904.00	433.33	View chart
Broadcom (AVGO)	0.1	$390k	NEW	1.0k	377.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$378k	NEW	1.3k	298.08	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.1	$372k	-96%	15k	25.60	View chart
Palantir Technologies Cl A (PLTR)	0.1	$368k	NEW	3.2k	116.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$340k	-12%	454.00	748.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$307k	-3%	4.1k	75.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$304k	-93%	1.3k	236.63	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.1	$299k	-98%	8.3k	35.87	View chart
Micron Technology (MU)	0.1	$297k	NEW	257.00	1155.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$246k	NEW	484.00	509.14	View chart
Intel Corporation (INTC)	0.1	$214k	NEW	1.5k	139.60	View chart
Cisco Systems (CSCO)	0.1	$204k	-96%	1.7k	117.44	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 2026 Q2 filed July 16, 2026
Mid-American Wealth Advisory Group 2026 Q1 filed April 23, 2026
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

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