Midwest Capital Advisors

Latest statistics and disclosures from Midwest Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Midwest Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Midwest Capital Advisors

Midwest Capital Advisors holds 210 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
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 23.9 $59M +34% 1.7M 33.84
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Blackrock Etf Trust Isha In Ctry Etf (CORO) 11.1 $27M +10% 745k 36.60
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Blackrock Etf Trust Ishares Us Equit (DYNF) 9.6 $24M +4% 346k 68.01
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Blackrock Etf Trust Isha I In Te Etf (BAI) 5.0 $12M -15% 234k 52.72
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Ishares Tr Us Treas Bd Etf (GOVT) 4.8 $12M +217% 514k 22.78
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Putnam Etf Trust Focused Lar Cap (PVAL) 4.3 $11M +25% 207k 50.95
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Ishares Tr Msci Usa Mmentm (MTUM) 3.4 $8.4M -38% 25k 342.83
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Global X Fds Defense Tech Etf (SHLD) 3.1 $7.6M +32% 128k 59.71
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Ishares Core Msci Emkt (IEMG) 2.7 $6.6M NEW 80k 82.84
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Blackrock Etf Trust Isha Us Them Etf (THRO) 2.6 $6.4M -31% 149k 43.11
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 2.5 $6.1M +7% 120k 50.62
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Spdr Series Trust St Str Backe Etf (SPMB) 2.4 $6.0M +27% 268k 22.31
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Blackrock Etf Trust Isha Syst Al Etf (IALT) 2.2 $5.4M NEW 194k 28.05
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.1 $5.2M -12% 108k 48.43
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Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 1.7 $4.3M +6% 82k 52.34
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Ishares Gold Tr Ishares New (IAU) 1.4 $3.3M -6% 44k 75.51
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Vanguard Index Fds Value Etf (VTV) 1.2 $3.1M -2% 14k 217.93
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.2 $3.0M -77% 58k 51.78
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $3.0M 104k 28.96
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Ishares Tr Systematic Bd Et (SYSB) 1.0 $2.5M +12% 28k 88.72
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Ishares Tr Eafe Grwth Etf (EFG) 0.9 $2.3M -44% 19k 124.42
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.8M 25k 71.25
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.7M -87% 7.6k 219.43
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Blackrock Etf Trust Ishares Intl Div (BIDD) 0.6 $1.4M -3% 48k 30.02
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NVIDIA Corporation (NVDA) 0.5 $1.3M 6.3k 200.09
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.2M +4% 1.8k 686.82
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.1M 1.5k 746.89
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Ishares Tr Eafe Value Etf (EFV) 0.4 $1.1M -81% 14k 76.55
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $939k +2964% 9.2k 102.17
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $869k 1.2k 748.81
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $865k 24k 36.87
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $859k 6.2k 137.53
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Spdr Index Shs Fds St Str Acwi Etf (CWI) 0.3 $842k +2% 21k 40.67
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $709k -18% 4.8k 146.42
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Vanguard Index Fds Growth Etf (VUG) 0.2 $613k +482% 7.1k 86.14
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $489k 20k 24.99
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Ishares Msci Emrg Chn (EMXC) 0.2 $464k -12% 4.5k 102.31
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $463k +2% 1.3k 370.04
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Micron Technology (MU) 0.2 $449k 389.00 1154.29
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $430k 2.9k 148.29
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Ishares Tr Conv Bd Etf (ICVT) 0.2 $396k -69% 3.3k 121.73
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DTE Energy Company (DTE) 0.2 $376k 2.5k 152.37
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $359k 4.2k 85.49
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Broadcom (AVGO) 0.1 $358k 948.00 377.78
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Ea Series Trust Alpha Architect (AAEQ) 0.1 $351k 6.6k 53.19
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Stryker Corporation (SYK) 0.1 $331k 1.1k 314.93
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $317k -34% 14k 23.13
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $285k -87% 2.8k 100.36
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $285k -8% 1.1k 252.17
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Eli Lilly & Co. (LLY) 0.1 $284k 236.00 1201.83
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $259k +300% 3.2k 80.57
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $254k 8.0k 31.71
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Apple (AAPL) 0.1 $254k +13% 876.00 289.47
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $244k 11k 23.15
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Costco Wholesale Corporation (COST) 0.1 $241k 258.00 935.40
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Microsoft Corporation (MSFT) 0.1 $237k +50% 636.00 372.96
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Advanced Micro Devices (AMD) 0.1 $235k 405.00 580.91
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $232k 4.1k 56.52
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Dt Midstream Common Stock (DTM) 0.1 $231k 1.6k 146.74
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $198k 554.00 357.11
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $192k -24% 1.6k 117.50
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $172k -13% 1.7k 98.99
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Amazon (AMZN) 0.1 $167k 702.00 238.34
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Lam Research Corp Com New (LRCX) 0.1 $165k 380.00 433.33
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Alphabet Cap Stk Cl C (GOOG) 0.1 $156k 441.00 353.24
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $150k 913.00 164.58
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Timothy Plan Us Lrgmd Cp Core (TPLC) 0.1 $146k 2.9k 50.35
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $145k +21% 197.00 737.05
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Ishares Tr Us Infrastruc (IFRA) 0.1 $135k 2.1k 63.04
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Caterpillar (CAT) 0.1 $134k 125.00 1068.79
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Consolidated Edison (ED) 0.1 $131k 1.2k 110.64
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JPMorgan Chase & Co. (JPM) 0.0 $107k 325.00 327.70
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $106k -38% 1.4k 77.12
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Wal-Mart Stores (WMT) 0.0 $102k 903.00 113.26
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $94k 902.00 103.92
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Kla Corp Com New (KLAC) 0.0 $94k +900% 310.00 301.71
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Timothy Plan U S Sm Cp Core (TPSC) 0.0 $91k 1.9k 47.98
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Calamos Etf Tr Autoc Incom Etf (CAIE) 0.0 $90k NEW 3.3k 27.21
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Johnson & Johnson (JNJ) 0.0 $88k 348.00 254.03
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $85k 432.00 197.59
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $85k 312.00 271.95
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Marvell Technology (MRVL) 0.0 $83k 277.00 298.10
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Ishares Tr S&p 100 Etf (OEF) 0.0 $81k -77% 222.00 365.25
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Waste Management (WM) 0.0 $81k 363.00 222.88
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Pacer Fds Tr Trendpilot 100 (PTNQ) 0.0 $76k 858.00 88.65
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $75k 1.6k 48.24
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TJX Companies (TJX) 0.0 $74k -5% 491.00 151.36
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First Tr Exchange-traded SHS (FVD) 0.0 $67k 1.4k 48.17
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Deere & Company (DE) 0.0 $67k 106.00 634.33
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Union Pacific Corporation (UNP) 0.0 $65k 237.00 272.00
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Booking Holdings (BKNG) 0.0 $58k +2400% 325.00 178.24
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Nextera Energy (NEE) 0.0 $54k 618.00 87.77
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Rbc Cad (RY) 0.0 $52k 250.00 206.97
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Procter & Gamble Company (PG) 0.0 $51k -30% 348.00 146.64
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $50k 101.00 496.73
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Fifth Third Ban (FITB) 0.0 $50k +12% 889.00 56.36
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Merck & Co (MRK) 0.0 $48k -33% 373.00 128.50
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Martin Marietta Materials (MLM) 0.0 $48k 82.00 579.61
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American Electric Power Company (AEP) 0.0 $47k 345.00 136.81
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Duke Energy Corp Com New (DUK) 0.0 $47k 370.00 126.65
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $46k 154.00 300.45
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Huntington Bancshares Incorporated (HBAN) 0.0 $45k -11% 2.5k 17.73
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Visa Com Cl A (V) 0.0 $43k 124.00 343.09
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Analog Devices (ADI) 0.0 $42k 105.00 397.17
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Intuitive Surgical Com New (ISRG) 0.0 $41k 104.00 397.68
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American Water Works (AWK) 0.0 $40k 300.00 131.58
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Coca-Cola Company (KO) 0.0 $38k 465.00 81.20
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CSX Corporation (CSX) 0.0 $34k 712.00 47.53
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Ecolab (ECL) 0.0 $33k 119.00 278.61
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Exxon Mobil Corporation (XOM) 0.0 $31k 225.00 136.72
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $31k 101.00 302.63
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Walt Disney Company (DIS) 0.0 $29k +2% 305.00 96.21
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Ishares Tr Core 60 Bala Etf (AOR) 0.0 $28k -20% 400.00 69.50
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $27k 303.00 88.46
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Sherwin-Williams Company (SHW) 0.0 $27k 77.00 344.32
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Edwards Lifesciences (EW) 0.0 $26k 290.00 90.46
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FirstEnergy (FE) 0.0 $26k 544.00 47.50
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Ross Stores (ROST) 0.0 $26k 120.00 212.85
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Illinois Tool Works (ITW) 0.0 $25k 93.00 270.47
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L3harris Technologies (LHX) 0.0 $25k 85.00 290.59
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Norfolk Southern (NSC) 0.0 $24k 76.00 316.07
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $24k 100.00 237.57
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Gentex Corporation (GNTX) 0.0 $24k 933.00 25.26
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Lowe's Companies (LOW) 0.0 $23k -70% 105.00 220.49
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Honeywell International (HON) 0.0 $23k NEW 102.00 223.90
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $23k 235.00 96.58
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Kinder Morgan (KMI) 0.0 $23k 708.00 31.95
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Honeywell Aerospace (HONA) 0.0 $23k NEW 102.00 221.08
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Emerson Electric (EMR) 0.0 $22k 156.00 143.15
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O'reilly Automotive (ORLY) 0.0 $22k 240.00 92.09
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Chevron Corporation (CVX) 0.0 $22k +8% 130.00 166.15
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Amplify Etf Tr Amplify Cybersec (HACK) 0.0 $20k 193.00 105.15
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Spdr Index Shs Fds St Str Msci Glb (SPGM) 0.0 $20k 233.00 85.73
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General Dynamics Corporation (GD) 0.0 $20k 56.00 354.23
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $20k NEW 634.00 31.09
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AFLAC Incorporated (AFL) 0.0 $20k 167.00 117.25
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Phillips 66 (PSX) 0.0 $19k 114.00 169.05
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $17k 32.00 522.38
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Public Service Enterprise (PEG) 0.0 $16k 201.00 81.16
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Home Depot (HD) 0.0 $16k 45.00 353.84
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Wec Energy Group (WEC) 0.0 $16k 136.00 116.77
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Novartis Sponsored Adr (NVS) 0.0 $16k 100.00 156.72
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $16k 295.00 53.03
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $15k 30.00 500.40
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ConocoPhillips (COP) 0.0 $15k 142.00 103.96
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Msci (MSCI) 0.0 $15k 26.00 560.04
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Linde SHS (LIN) 0.0 $15k 28.00 518.93
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Marathon Petroleum Corp (MPC) 0.0 $14k 55.00 255.67
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RPM International (RPM) 0.0 $14k -50% 125.00 111.15
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Centene Corporation (CNC) 0.0 $14k 215.00 64.19
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EOG Resources (EOG) 0.0 $13k 102.00 129.73
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Illumina (ILMN) 0.0 $13k 72.00 175.83
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Verisign (VRSN) 0.0 $13k 50.00 251.56
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Vanguard World Inf Tech Etf (VGT) 0.0 $12k NEW 104.00 119.68
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Roper Industries (ROP) 0.0 $12k 36.00 338.39
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Abbott Laboratories (ABT) 0.0 $12k -63% 134.00 90.87
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Fiserv (FISV) 0.0 $12k 244.00 49.05
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $12k 25.00 477.56
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Agilon Health Com New (AGL) 0.0 $12k 109.00 107.18
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Tesla Motors (TSLA) 0.0 $11k 27.00 420.59
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Pepsi (PEP) 0.0 $11k 84.00 134.88
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Eversource Energy (ES) 0.0 $11k 155.00 72.27
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Fidelity National Information Services (FIS) 0.0 $11k 287.00 38.88
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Verisk Analytics (VRSK) 0.0 $11k 62.00 179.53
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $11k 333.00 33.29
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Ishares Silver Tr Ishares (SLV) 0.0 $11k 200.00 53.47
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Six Flags Entertainment Corp (FUN) 0.0 $11k -7% 500.00 21.30
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Blackrock (BLK) 0.0 $11k 11.00 961.55
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Dollar General (DG) 0.0 $9.6k 83.00 115.11
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $9.5k NEW 264.00 36.08
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Iqvia Holdings (IQV) 0.0 $9.5k 49.00 193.22
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $9.4k NEW 55.00 170.85
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Bristol Myers Squibb (BMY) 0.0 $8.6k 150.00 57.62
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $8.6k 223.00 38.73
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Ishares Tr High Yld Systm B (HYDB) 0.0 $8.2k -90% 175.00 46.70
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $8.1k NEW 214.00 38.05
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Prudential Financial (PRU) 0.0 $8.1k 75.00 107.93
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $7.7k NEW 212.00 36.10
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Spdr Gold Tr Gold Shs (GLD) 0.0 $7.4k 20.00 368.40
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $5.0k NEW 74.00 67.80
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $4.8k NEW 174.00 27.67
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $4.7k NEW 25.00 189.00
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Solstice Advanced Matls Com Shs (SOLS) 0.0 $4.5k 51.00 88.61
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Ishares Tr National Mun Etf (MUB) 0.0 $4.2k 39.00 108.72
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Korea Elec Pwr Corp Sponsored Adr (KEP) 0.0 $3.6k NEW 300.00 12.10
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Carnival Corp Common Shares (CCL) 0.0 $3.3k NEW 117.00 28.47
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Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.0 $3.2k 165.00 19.46
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $3.0k 13.00 227.08
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Reddit Cl A (RDDT) 0.0 $3.0k NEW 17.00 173.59
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Super Micro Computer Com New (SMCI) 0.0 $2.3k NEW 80.00 29.32
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Pfizer (PFE) 0.0 $2.2k 90.00 24.08
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Imax Corp Cad (IMAX) 0.0 $1.8k 45.00 39.87
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Qualcomm (QCOM) 0.0 $1.3k NEW 7.00 187.86
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.3k NEW 54.00 23.78
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Coreweave Com Cl A (CRWV) 0.0 $1.2k NEW 12.00 99.50
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Southwest Airlines (LUV) 0.0 $1.1k 21.00 52.19
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J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) 0.0 $892.000000 NEW 8.00 111.50
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $860.000100 NEW 3.00 286.67
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Grail (GRAL) 0.0 $819.000000 12.00 68.25
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Boeing Company (BA) 0.0 $648.999900 NEW 3.00 216.33
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Meta Platforms Cl A (META) 0.0 $565.000000 NEW 1.00 565.00
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Perrigo SHS (PRGO) 0.0 $520.000000 50.00 10.40
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Electra Battery Materials (ELBM) 0.0 $437.972500 725.00 0.60
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Intel Corporation (INTC) 0.0 $419.000100 NEW 3.00 139.67
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Hubspot (HUBS) 0.0 $282.000000 NEW 2.00 141.00
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Target Corporation (TGT) 0.0 $270.000000 NEW 2.00 135.00
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Ubs Group SHS (UBS) 0.0 $198.000000 4.00 49.50
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Charles Schwab Corporation (SCHW) 0.0 $93.000000 NEW 1.00 93.00
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American Bitcoin Corp. Com Cl A (ABTC) 0.0 $35.001300 51.00 0.69
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Bumble Com Cl A (BMBL) 0.0 $3.000000 NEW 1.00 3.00
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Past Filings by Midwest Capital Advisors

SEC 13F filings are viewable for Midwest Capital Advisors going back to 2025