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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, AMD, SCHD, and represent 25.19% of Midwest Financial Group's stock portfolio.
Added to shares of these 10 stocks: UCON, WCMI, LALT, FMB, CGDV, IGV, DIVI, IVW, AVLV, Roundhill Memory Etf.
Started 16 new stock positions in LALT, NOW, DE, Roundhill Memory Etf, INTC, IGV, ARM, HOOD, AMPG, UCON. SCHW, VBK, SHLD, WCMI, FMB, MAGS.
Reduced shares in these 10 stocks: MU (-$13M), AMD (-$12M), LQD, FICS, DBMF, SOXX, MUB, LRCX, SMH, .
Sold out of its positions in FICS, MUB, PFF, DBMF, NKE, TSLA.
Midwest Financial Group was a net seller of stock by $-9.7M.
Midwest Financial Group has $285M in assets under management (AUM), dropping by 21.56%.
Central Index Key (CIK): 0001967193

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Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 136 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
Ishares Tr S&p 500 Grwt Etf (IVW)	6.0	$17M	+5%	124k	137.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.4	$15M	+4%	122k	124.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$15M	+5%	20k	736.40	View chart
Advanced Micro Devices (AMD)	4.3	$12M	-49%	21k	580.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.3	$12M		386k	31.71	View chart
Micron Technology (MU)	3.8	$11M	-54%	9.5k	1154.33	View chart
Apple (AAPL)	3.1	$8.8M		31k	289.36	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	3.0	$8.4M	+7%	166k	50.95	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.8	$7.9M	-21%	12k	640.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.7	$7.7M	+7%	334k	23.13	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.6	$7.3M	+14%	80k	91.21	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.3	$6.4M	+7%	62k	103.96	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	2.2	$6.4M	+4%	53k	119.13	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.1	$5.9M	+4%	30k	197.60	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.8	$5.2M	+2%	7.5k	703.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$4.8M	+3%	143k	33.84	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.6	$4.7M	+30%	110k	42.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$4.5M		31k	148.31	View chart
Microsoft Corporation (MSFT)	1.4	$4.0M	+6%	11k	373.02	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.3	$3.7M	NEW	150k	24.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$3.7M	+4%	7.4k	500.39	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	1.1	$3.2M	+10%	71k	45.34	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$3.2M	+7%	4.3k	746.83	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.1	$3.0M	+221%	61k	49.28	View chart
Oneok (OKE)	1.1	$3.0M	-2%	35k	86.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	1.0	$2.9M		74k	39.27	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.0	$2.9M	+7%	135k	21.40	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	1.0	$2.7M	NEW	140k	19.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$2.7M		11k	243.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$2.7M	-5%	31k	86.42	View chart
Amazon (AMZN)	0.9	$2.6M	-2%	11k	238.34	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.9	$2.5M	NEW	104k	24.03	View chart
NVIDIA Corporation (NVDA)	0.8	$2.3M	+24%	12k	200.08	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$2.2M	NEW	42k	51.37	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.8	$2.1M		67k	31.99	View chart
Us Bancorp Com New (USB)	0.7	$2.0M		33k	60.40	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.7	$1.9M	-9%	36k	53.11	View chart
Qualcomm (QCOM)	0.7	$1.9M	-2%	10k	184.79	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.7	$1.9M	+3%	38k	49.78	View chart
Boeing Company (BA)	0.7	$1.9M		8.7k	216.47	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.7	$1.9M	+4%	21k	89.85	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.6	$1.8M	+23%	12k	158.66	View chart
Ishares Tr Expanded Tech (IGV)	0.6	$1.8M	NEW	20k	90.60	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.8M	-7%	13k	136.72	View chart
Costco Wholesale Corporation (COST)	0.6	$1.8M	-4%	1.9k	935.47	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.6	$1.8M	+41%	36k	48.92	View chart
Applied Materials (AMAT)	0.6	$1.6M		2.3k	722.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.5M		6.9k	217.91	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.5M	-72%	13k	109.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.4M	+3%	19k	74.90	View chart
Visa Com Cl A (V)	0.5	$1.4M	+47%	4.1k	343.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.4M		47k	28.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.4M	+6%	3.8k	357.35	View chart
Raytheon Technologies Corp (RTX)	0.5	$1.3M		6.9k	189.72	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.3M	-31%	2.0k	655.89	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$1.3M	+10%	27k	46.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.2M		3.4k	370.04	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.2M	+27%	11k	110.32	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.4	$1.2M		15k	83.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.2M	+32%	1.8k	686.84	View chart
Broadcom (AVGO)	0.4	$1.2M	+4%	3.1k	377.73	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.4	$1.0M	+10%	26k	41.10	View chart
Fifth Third Ban (FITB)	0.4	$1.0M	-5%	19k	56.37	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$1.0M	+5%	19k	52.60	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.3	$944k	+55%	19k	49.77	View chart
American Express Company (AXP)	0.3	$924k		2.7k	338.24	View chart
Lattice Semiconductor (LSCC)	0.3	$918k	-22%	6.0k	152.96	View chart
Global X Fds Cybrscurty Etf (BUG)	0.3	$863k	+75%	23k	38.19	View chart
CSX Corporation (CSX)	0.3	$851k	-4%	18k	47.53	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$831k		8.6k	96.46	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$767k	+193%	14k	56.79	View chart
Roundhill Etf Trust Memory Etf	0.3	$759k	NEW	10k	73.85	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$702k	+4%	18k	40.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$689k	+3%	25k	27.70	View chart
Mastercard Incorporated Cl A (MA)	0.2	$684k		1.3k	513.63	View chart
Nuveen Mun Value Fd 2 (NUW)	0.2	$607k		42k	14.38	View chart
Global X Fds Global X Uranium (URA)	0.2	$593k	+32%	14k	43.70	View chart
Royal Caribbean Cruises (RCL)	0.2	$564k		1.8k	317.53	View chart
Chevron Corporation (CVX)	0.2	$555k		3.4k	165.74	View chart
Procter & Gamble Company (PG)	0.2	$555k		3.8k	146.64	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$553k		3.0k	185.24	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$547k	+14%	1.8k	300.46	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$546k	+5%	4.6k	118.05	View chart
Canadian Pacific Kansas City (CP)	0.2	$544k		6.3k	86.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$530k		7.0k	75.51	View chart
Union Pacific Corporation (UNP)	0.2	$504k		1.9k	272.04	View chart
Johnson & Johnson (JNJ)	0.2	$498k		2.0k	254.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$491k	+1208%	4.1k	119.53	View chart
One Gas (OGS)	0.2	$479k		6.2k	77.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$479k	+45%	8.5k	56.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$478k	+21%	2.2k	212.74	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$476k	NEW	8.0k	59.71	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$472k		3.1k	152.16	View chart
Oracle Corporation (ORCL)	0.2	$462k	+8%	3.2k	146.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$430k	+428%	5.3k	80.57	View chart
Dollar General (DG)	0.1	$427k		3.7k	115.11	View chart
Wal-Mart Stores (WMT)	0.1	$416k		3.7k	113.26	View chart
UnitedHealth (UNH)	0.1	$410k		985.00	415.82	View chart
Pepsi (PEP)	0.1	$405k	+5%	3.0k	135.40	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$392k	-3%	2.1k	190.48	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$384k	NEW	3.8k	100.28	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$378k	+2%	4.8k	79.03	View chart
Herc Hldgs (HRI)	0.1	$353k		2.5k	143.34	View chart
McDonald's Corporation (MCD)	0.1	$349k		1.3k	270.37	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$345k	+2%	3.2k	107.13	View chart
Bank of America Corporation (BAC)	0.1	$343k		6.0k	56.98	View chart
JPMorgan Chase & Co. (JPM)	0.1	$332k		1.0k	327.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$329k		2.1k	158.04	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$312k	+4%	2.7k	117.30	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$310k		649.00	477.57	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$306k	NEW	863.00	354.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$302k		403.00	749.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$297k	-4%	842.00	353.21	View chart
Devon Energy Corporation (DVN)	0.1	$294k	-19%	7.1k	41.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$289k	+6%	2.8k	103.88	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$285k		5.3k	54.03	View chart
Southwest Airlines (LUV)	0.1	$279k		5.4k	51.42	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$276k	+3%	5.1k	53.60	View chart
Lam Research Corp Com New (LRCX)	0.1	$275k	-77%	635.00	433.33	View chart
Abbvie (ABBV)	0.1	$270k		1.1k	251.54	View chart
ConocoPhillips (COP)	0.1	$262k		2.5k	103.96	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$260k	NEW	4.0k	64.30	View chart
AFLAC Incorporated (AFL)	0.1	$256k		2.2k	117.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$238k	NEW	651.00	365.70	View chart
Servicenow (NOW)	0.1	$227k	NEW	2.3k	99.28	View chart
Zoom Communications Cl A (ZM)	0.1	$224k		2.6k	86.31	View chart
Evergy (EVRG)	0.1	$219k		2.5k	86.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$215k	-26%	6.5k	33.29	View chart
Draftkings Com Cl A (DKNG)	0.1	$212k	-18%	8.4k	25.26	View chart
Charles Schwab Corporation (SCHW)	0.1	$209k	NEW	2.3k	92.27	View chart
Deere & Company (DE)	0.1	$205k	NEW	323.00	634.33	View chart
Intel Corporation (INTC)	0.1	$203k	NEW	1.5k	139.63	View chart
Amplitech Group Com New (AMPG)	0.1	$202k	NEW	29k	6.96	View chart
Capitol Federal Financial (CFFN)	0.0	$112k	-8%	13k	8.51	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$67k	+78%	18k	3.67	View chart
Purple Innovatio (PRPL)	0.0	$41k		115k	0.36	View chart

Past Filings by Midwest Financial Group

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

Midwest Financial Group 2026 Q2 filed July 21, 2026
Midwest Financial Group 2026 Q1 filed April 22, 2026
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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