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Midwest Financial Group

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

Top 5 stock holdings are IVW, AVUV, QQQ, SCHD, AMD, and represent 25.04% of Midwest Financial Group's stock portfolio.
Added to shares of these 10 stocks: PVAL (+$6.8M), XLU, CIBR, VMBS, SCHZ, LGOV, QQQ, SCHG, NVDA, COST.
Started 8 new stock positions in VMBS, XLF, PVAL, LUV, EFA, TBUX, URA, CIBR.
Reduced shares in these 10 stocks: SCHD, RDVI, IJR, LQD, MDY, FEM, VZ, , FICS, PFE.
Sold out of its positions in FSLY, F, PFE, TROW, NOW, VZ.
Midwest Financial Group was a net buyer of stock by $10M.
Midwest Financial Group has $226M in assets under management (AUM), dropping by 7.91%.
Central Index Key (CIK): 0001967193

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Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 123 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
Ishares Tr S&p 500 Grwt Etf (IVW)	6.2	$14M		114k	123.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.1	$12M	+2%	113k	101.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$11M	+6%	19k	614.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.7	$11M	-25%	390k	27.43	View chart
Advanced Micro Devices (AMD)	4.0	$9.1M		42k	214.16	View chart
Apple (AAPL)	3.7	$8.5M		31k	271.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	3.1	$7.1M	+17%	302k	23.37	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	3.0	$6.8M	NEW	150k	45.57	View chart
Micron Technology (MU)	2.9	$6.6M		23k	285.41	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.6	$5.9M		57k	103.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.4	$5.3M	-12%	48k	110.19	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.3	$5.1M	+3%	68k	75.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.3	$5.1M	+2%	29k	177.37	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.1	$4.7M		16k	301.15	View chart
Spdr Series Trust State Street Spd (SLYG)	2.0	$4.6M	+9%	49k	94.19	View chart
Microsoft Corporation (MSFT)	2.0	$4.4M	-2%	9.2k	483.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.0	$4.4M	-14%	7.3k	603.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$3.8M	+18%	118k	32.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$3.7M	-17%	31k	120.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.5M		6.9k	502.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$2.8M	+2%	32k	87.16	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.2	$2.7M	+33%	122k	21.83	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.2	$2.6M	+134%	62k	42.69	View chart
Oneok (OKE)	1.1	$2.6M	+4%	35k	73.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.1	$2.6M		73k	35.84	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.1	$2.6M	-11%	65k	40.11	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.1	$2.6M	+21%	66k	38.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$2.5M		8.1k	313.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$2.3M		11k	211.79	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	1.0	$2.3M	+10%	81k	28.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$2.2M	+28%	3.2k	681.91	View chart
Amazon (AMZN)	1.0	$2.2M	+21%	9.4k	230.82	View chart
Boeing Company (BA)	0.8	$1.9M		8.7k	217.12	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.9M	+20%	18k	107.11	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.8	$1.9M	-25%	68k	27.35	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.8	$1.9M	+35%	42k	44.71	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$1.8M	-4%	37k	49.99	View chart
Us Bancorp Del Com New (USB)	0.8	$1.8M	+3%	34k	53.36	View chart
Costco Wholesale Corporation (COST)	0.8	$1.7M	+42%	2.0k	862.27	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.7M		14k	120.34	View chart
NVIDIA Corporation (NVDA)	0.7	$1.6M	+51%	8.6k	186.51	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$1.4M		9.2k	154.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.3M	+33%	7.0k	190.98	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.6	$1.3M	NEW	19k	71.45	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$1.3M		18k	71.42	View chart
Raytheon Technologies Corp (RTX)	0.6	$1.3M		6.9k	183.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.2M		47k	26.23	View chart
Lam Research Corp Com New (LRCX)	0.5	$1.1M		6.7k	171.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M		3.4k	335.27	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.5	$1.1M		15k	77.68	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$1.1M	NEW	23k	47.08	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.1M		2.9k	360.13	View chart
American Express Company (AXP)	0.4	$1.0M		2.7k	369.94	View chart
Broadcom (AVGO)	0.4	$977k		2.8k	346.05	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$942k	-6%	18k	52.41	View chart
Visa Com Cl A (V)	0.4	$907k	+61%	2.6k	350.76	View chart
Fifth Third Ban (FITB)	0.4	$847k	+12%	18k	46.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$819k	+4%	1.3k	627.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$816k		8.7k	94.16	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$784k	+29%	21k	38.22	View chart
Mastercard Incorporated Cl A (MA)	0.3	$760k		1.3k	570.92	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$729k	+32%	7.6k	96.27	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.3	$710k	+75%	15k	46.03	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$699k	+6%	15k	45.80	View chart
CSX Corporation (CSX)	0.3	$678k	-4%	19k	36.25	View chart
Nuveen Mun Value Fd 2 (NUW)	0.3	$615k	-5%	43k	14.31	View chart
Applied Materials (AMAT)	0.3	$586k		2.3k	257.02	View chart
Lattice Semiconductor (LSCC)	0.3	$568k		7.7k	73.58	View chart
Devon Energy Corporation (DVN)	0.2	$556k		15k	36.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$542k	+18%	23k	24.04	View chart
Oracle Corporation (ORCL)	0.2	$529k		2.7k	194.94	View chart
Procter & Gamble Company (PG)	0.2	$524k	-3%	3.7k	143.31	View chart
Royal Caribbean Cruises (RCL)	0.2	$509k		1.8k	278.92	View chart
Dollar General (DG)	0.2	$496k		3.7k	132.77	View chart
Chevron Corporation (CVX)	0.2	$491k		3.2k	152.43	View chart
One Gas (OGS)	0.2	$486k		6.3k	77.25	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$474k	+6%	9.5k	49.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$462k	-2%	5.7k	81.17	View chart
Canadian Pacific Kansas City (CP)	0.2	$455k		6.2k	73.63	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$426k		3.1k	139.17	View chart
Union Pacific Corporation (UNP)	0.2	$420k		1.8k	231.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$406k		1.6k	246.10	View chart
Johnson & Johnson (JNJ)	0.2	$405k		2.0k	206.94	View chart
Pepsi (PEP)	0.2	$403k		2.8k	143.54	View chart
McDonald's Corporation (MCD)	0.2	$395k	-3%	1.3k	305.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$384k	-4%	4.8k	79.73	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$379k		2.4k	155.10	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$370k		3.1k	117.70	View chart
Draftkings Com Cl A (DKNG)	0.2	$369k	-16%	11k	34.46	View chart
Wal-Mart Stores (WMT)	0.1	$327k	-5%	2.9k	111.42	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$323k	+72%	11k	30.46	View chart
Herc Hldgs (HRI)	0.1	$320k	+3%	2.2k	148.38	View chart
UnitedHealth (UNH)	0.1	$318k		962.00	330.23	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$317k	NEW	6.4k	49.85	View chart
Bank of America Corporation (BAC)	0.1	$309k		5.6k	55.00	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$302k	+100%	2.5k	119.42	View chart
JPMorgan Chase & Co. (JPM)	0.1	$297k		922.00	322.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$297k	+8%	2.1k	143.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$293k		1.0k	290.25	View chart
Tesla Motors (TSLA)	0.1	$293k	-12%	652.00	449.72	View chart
Global X Fds Global X Uranium (URA)	0.1	$286k	NEW	6.7k	42.73	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$286k	+2%	2.5k	114.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$282k	+10%	4.9k	57.24	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$281k	+100%	2.0k	143.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$277k		881.00	313.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$276k		403.00	685.48	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$259k	-91%	9.9k	26.24	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$247k		5.3k	46.92	View chart
Abbvie (ABBV)	0.1	$245k		1.1k	228.53	View chart
AFLAC Incorporated (AFL)	0.1	$240k		2.2k	110.25	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$239k	NEW	4.4k	54.77	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$237k	+7%	4.4k	53.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$237k		7.6k	30.96	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$236k		313.00	754.83	View chart
Zoom Communications Cl A (ZM)	0.1	$232k	-27%	2.7k	86.29	View chart
ConocoPhillips (COP)	0.1	$229k	-3%	2.5k	93.61	View chart
Southwest Airlines (LUV)	0.1	$224k	NEW	5.4k	41.33	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$223k	NEW	2.3k	96.03	View chart
Tractor Supply Company (TSCO)	0.1	$215k		4.3k	50.01	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$206k		683.00	302.11	View chart
Capitol Federal Financial (CFFN)	0.0	$107k	-18%	16k	6.81	View chart
Purple Innovatio (PRPL)	0.0	$79k		115k	0.69	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$42k		10k	4.09	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 Q4 filed Jan. 20, 2026
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

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