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

Midwest Financial Group

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

Top 5 stock holdings are SCHD, IVW, AVUV, QQQ, AAPL, and represent 27.42% of Midwest Financial Group's stock portfolio.
Added to shares of these 10 stocks: SLYG, SCHG, DIVI, NUW, AVUV, FEGE, TSLA, IVW, JEPI, ABBV.
Started 9 new stock positions in QQQI, NUW, JEPI, BUG, GOOG, VBK, FEGE, TSLA, ABBV.
Reduced shares in these 10 stocks: IAU, KO, ARKF, VCSH, IBIT, SPY, PFF, DVN, CFFN, V.
Sold out of its positions in ARKF, KO.
Midwest Financial Group was a net buyer of stock by $5.7M.
Midwest Financial Group has $210M in assets under management (AUM), dropping by 10.28%.
Central Index Key (CIK): 0001967193

Tip: Access up to 7 years of quarterly data

Positions held by Midwest Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 121 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
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.8	$14M		523k	27.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	6.5	$14M	+2%	114k	120.72	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.2	$11M	+4%	110k	99.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$11M		18k	600.35	View chart
Apple (AAPL)	3.8	$8.0M		32k	254.63	View chart
Advanced Micro Devices (AMD)	3.2	$6.8M		42k	161.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.0	$6.2M		56k	111.47	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.9	$6.0M	+2%	257k	23.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.7	$5.6M		57k	99.11	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.4	$5.1M		8.6k	596.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.3	$4.9M		28k	174.58	View chart
Microsoft Corporation (MSFT)	2.3	$4.9M		9.4k	517.95	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.2	$4.7M	+3%	65k	72.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$4.4M		37k	118.83	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	2.0	$4.2M	+28%	45k	94.31	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.0	$4.2M		15k	271.11	View chart
Micron Technology (MU)	1.9	$3.9M		23k	167.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$3.5M	+6%	6.9k	502.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$3.2M	+31%	99k	31.91	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.4	$2.8M		110k	25.85	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.3	$2.8M		32k	89.37	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.3	$2.8M		73k	38.14	View chart
Select Sector Spdr Tr Energy (XLE)	1.3	$2.7M		31k	89.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.2	$2.5M		72k	34.84	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	1.2	$2.5M		91k	27.10	View chart
Oneok (OKE)	1.2	$2.5M		34k	72.97	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.1	$2.3M		26k	87.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$2.3M	+3%	11k	208.71	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.0	$2.0M	+57%	54k	37.31	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	1.0	$2.0M		73k	27.31	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.9	$2.0M		91k	21.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.0M		8.1k	243.10	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.9	$1.9M		39k	49.79	View chart
Boeing Company (BA)	0.9	$1.9M		8.8k	215.83	View chart
Amazon (AMZN)	0.8	$1.7M	+3%	7.7k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.7M	-4%	2.5k	666.13	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.6M		14k	112.75	View chart
Us Bancorp Del Com New (USB)	0.8	$1.6M	-2%	33k	48.33	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$1.6M	+2%	15k	106.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$1.3M		18k	73.48	View chart
Costco Wholesale Corporation (COST)	0.6	$1.3M	+8%	1.4k	925.91	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$1.3M	+3%	9.1k	139.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$1.2M		47k	25.71	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.6	$1.2M	-2%	15k	78.37	View chart
Raytheon Technologies Corp (RTX)	0.5	$1.1M		6.9k	167.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M		3.4k	328.17	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M	+4%	5.7k	186.59	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.5	$1.0M		19k	52.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$975k		5.2k	186.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$955k		2.9k	326.36	View chart
Broadcom (AVGO)	0.4	$933k	-3%	2.8k	329.94	View chart
American Express Company (AXP)	0.4	$908k		2.7k	332.15	View chart
Lam Research Corp Com New (LRCX)	0.4	$894k		6.7k	133.90	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$823k		8.7k	95.14	View chart
Oracle Corporation (ORCL)	0.4	$775k		2.8k	281.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$768k		1.3k	612.56	View chart
Mastercard Incorporated Cl A (MA)	0.4	$757k	-2%	1.3k	568.81	View chart
Fifth Third Ban (FITB)	0.3	$715k		16k	44.55	View chart
CSX Corporation (CSX)	0.3	$692k		20k	35.51	View chart
Nuveen Mun Value Fd 2 (NUW)	0.3	$643k	NEW	45k	14.18	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$596k	+39%	16k	37.70	View chart
Royal Caribbean Cruises (RCL)	0.3	$591k		1.8k	323.58	View chart
Procter & Gamble Company (PG)	0.3	$584k		3.8k	153.65	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$580k	-24%	8.9k	65.00	View chart
Lattice Semiconductor (LSCC)	0.3	$566k	+8%	7.7k	73.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$553k	+80%	5.7k	96.55	View chart
Visa Com Cl A (V)	0.3	$547k	-6%	1.6k	341.41	View chart
Devon Energy Corporation (DVN)	0.3	$535k	-6%	15k	35.06	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$524k	+3%	14k	36.69	View chart
One Gas (OGS)	0.2	$511k		6.3k	80.94	View chart
Chevron Corporation (CVX)	0.2	$498k		3.2k	155.28	View chart
Draftkings Com Cl A (DKNG)	0.2	$477k	+4%	13k	37.40	View chart
Applied Materials (AMAT)	0.2	$465k		2.3k	204.76	View chart
Canadian Pacific Kansas City (CP)	0.2	$460k		6.2k	74.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$441k	+7%	19k	23.28	View chart
Verizon Communications (VZ)	0.2	$432k	-4%	9.8k	43.95	View chart
Union Pacific Corporation (UNP)	0.2	$428k		1.8k	236.40	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$426k		3.0k	140.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$425k	-74%	5.8k	72.77	View chart
McDonald's Corporation (MCD)	0.2	$407k		1.3k	303.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$406k	+2%	1.7k	241.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$403k	-33%	5.0k	79.93	View chart
Pepsi (PEP)	0.2	$394k		2.8k	140.46	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$388k	NEW	8.8k	44.23	View chart
Dollar General (DG)	0.2	$386k		3.7k	103.35	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$378k	+2%	2.4k	154.23	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$372k		3.1k	118.35	View chart
Johnson & Johnson (JNJ)	0.2	$366k		2.0k	185.37	View chart
T. Rowe Price (TROW)	0.2	$358k	+5%	3.5k	102.64	View chart
UnitedHealth (UNH)	0.2	$331k	+2%	957.00	345.46	View chart
Tesla Motors (TSLA)	0.2	$330k	NEW	743.00	444.72	View chart
Wal-Mart Stores (WMT)	0.2	$318k	-3%	3.1k	103.07	View chart
Zoom Communications Cl A (ZM)	0.1	$308k	-3%	3.7k	82.50	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$303k		1.3k	239.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$297k		1.0k	293.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$293k		929.00	315.41	View chart
Bank of America Corporation (BAC)	0.1	$289k		5.6k	51.59	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$279k	+2%	2.4k	114.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$275k		976.00	281.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$270k		403.00	669.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$269k	+8%	1.9k	140.95	View chart
Pfizer (PFE)	0.1	$264k		10k	25.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$254k	NEW	4.5k	57.10	View chart
Abbvie (ABBV)	0.1	$247k	NEW	1.1k	231.47	View chart
Tractor Supply Company (TSCO)	0.1	$245k		4.3k	56.87	View chart
AFLAC Incorporated (AFL)	0.1	$243k		2.2k	111.68	View chart
Herc Hldgs (HRI)	0.1	$242k	+15%	2.1k	116.66	View chart
Servicenow (NOW)	0.1	$242k	+10%	263.00	920.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$242k	-20%	7.6k	31.62	View chart
ConocoPhillips (COP)	0.1	$241k		2.6k	94.59	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$238k		5.3k	45.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$234k	+3%	313.00	747.19	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$222k	NEW	4.1k	54.20	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$217k	NEW	6.2k	35.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$215k	NEW	881.00	243.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$203k	NEW	683.00	297.62	View chart
Ford Motor Company (F)	0.1	$161k		14k	11.96	View chart
Capitol Federal Financial (CFFN)	0.1	$123k	-23%	19k	6.35	View chart
Fastly Cl A (FSLY)	0.1	$110k	-3%	13k	8.55	View chart
Purple Innovatio (PRPL)	0.1	$107k		115k	0.93	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$50k	-15%	10k	4.88	View chart

Past Filings by Midwest Financial Group

SEC 13F filings are viewable for Midwest Financial Group going back to 2023

Midwest Financial Group 2025 Q3 filed Nov. 6, 2025
Midwest Financial Group 2025 Q2 filed July 18, 2025
Midwest Financial Group 2025 Q1 filed April 22, 2025
Midwest Financial Group 2024 Q4 filed Jan. 21, 2025
Midwest Financial Group 2024 Q3 filed Oct. 17, 2024
Midwest Financial Group 2024 Q2 filed July 17, 2024
Midwest Financial Group 2024 Q1 filed April 11, 2024
Midwest Financial Group 2023 Q4 filed Jan. 25, 2024
Midwest Financial Group 2023 Q3 filed Oct. 17, 2023
Midwest Financial Group 2023 Q2 filed July 27, 2023
Midwest Financial Group 2023 Q1 filed April 20, 2023

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