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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, QQQ, AVUV, AMD, SCHD, and represent 25.03% of Midwest Financial Group's stock portfolio.
Added to shares of these 10 stocks: OKE, XOM, DIVI, SOXX, PSEP, CGDV, IVW, AVLV, VSH, TBUX.
Started 10 new stock positions in SFLR, PAUG, OKE, PSEP, XOM, RMBS, CYPH, VLO, PSX, VSH.
Reduced shares in these 10 stocks: Oneok, , MU, EVRG, DKNG, INTC, AMPG, SPY, SMH, AMD.
Sold out of its positions in AMPG, DKNG, EVRG, Exxon Mobil Corporation, INTC, Oneok, Purple Innovatio, RXRX.
Midwest Financial Group was a net buyer of stock by $11M.
Midwest Financial Group has $295M in assets under management (AUM), dropping by 3.61%.
Central Index Key (CIK): 0001967193

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Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 138 positions in its portfolio as reported in the September 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)	6.2	$18M	+3%	128k	142.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$15M	+2%	21k	739.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.0	$15M	+2%	126k	117.77	View chart
Advanced Micro Devices (AMD)	4.4	$13M		21k	611.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.3	$13M		391k	32.53	View chart
Apple (AAPL)	3.4	$10M		31k	333.02	View chart
Micron Technology (MU)	3.3	$9.8M	-2%	9.2k	1065.15	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	3.0	$8.8M		167k	52.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.7	$7.8M	+12%	14k	568.63	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.6	$7.8M	+7%	86k	90.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.5	$7.5M		340k	22.10	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.2	$6.6M		63k	105.71	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	2.0	$6.0M	+5%	56k	106.97	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	2.0	$6.0M		31k	195.53	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.9	$5.7M	+21%	134k	42.66	View chart
Microsoft Corporation (MSFT)	1.9	$5.5M		11k	512.89	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$5.2M		144k	35.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.7	$5.0M		7.6k	656.73	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$4.2M	+2%	31k	136.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$3.8M	+2%	7.6k	497.95	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.3	$3.7M	+23%	76k	48.85	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.2	$3.6M		152k	23.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$3.1M	-4%	4.1k	762.57	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	1.0	$3.0M	+8%	77k	39.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	1.0	$3.0M		75k	40.52	View chart
Oneok (OKE)	1.0	$2.9M	NEW	34k	85.27	View chart
Amazon (AMZN)	0.9	$2.8M		11k	249.15	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.9	$2.7M	+2%	143k	19.08	View chart
NVIDIA Corporation (NVDA)	0.9	$2.7M	+2%	12k	228.37	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.9	$2.7M		137k	19.59	View chart
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)	0.9	$2.6M		105k	24.71	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.9	$2.6M		11k	231.04	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$2.5M	+4%	33k	77.78	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.8	$2.3M		37k	61.50	View chart
Ishares Tr Expanded Tech (IGV)	0.7	$2.2M	+3%	21k	106.48	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.7	$2.2M		68k	32.21	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.7	$2.1M	NEW	13k	162.75	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.7	$2.1M	-3%	20k	103.09	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.7	$2.1M	+5%	12k	168.41	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.7	$2.0M		43k	47.86	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.7	$2.0M	+10%	40k	50.19	View chart
Qualcomm (QCOM)	0.7	$1.9M		11k	184.04	View chart
Costco Wholesale Corporation (COST)	0.7	$1.9M	+10%	2.1k	910.46	View chart
Us Bancorp Com New (USB)	0.6	$1.9M		33k	57.76	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.6	$1.9M		39k	48.46	View chart
Boeing Company (BA)	0.6	$1.6M		8.8k	186.05	View chart
Visa Com Cl A (V)	0.5	$1.5M	+2%	4.2k	359.33	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.5	$1.5M		6.9k	216.09	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.5	$1.5M	+55%	30k	49.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.4M	+4%	49k	29.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.4M	+5%	4.0k	344.06	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$1.3M		19k	70.51	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$1.3M	-2%	13k	102.18	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$1.3M	+4%	3.5k	374.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$1.3M	+9%	12k	106.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.3M	+5%	1.8k	701.02	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.3M	-2%	6.8k	185.64	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$1.2M		27k	44.41	View chart
Broadcom (AVGO)	0.4	$1.2M	+8%	3.4k	351.14	View chart
Applied Materials (AMAT)	0.4	$1.2M		2.3k	511.42	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.4	$1.2M		15k	80.60	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.4	$1.1M	+5%	27k	42.27	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.1M	-10%	1.8k	609.00	View chart
Global X Fds Cybrscurty Etf (BUG)	0.4	$1.0M		22k	46.18	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.3	$1.0M	+35%	18k	55.55	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$1.0M	+6%	20k	49.69	View chart
Fifth Third Ban (FITB)	0.3	$937k		19k	50.58	View chart
Roundhill Etf Trust Memory Etf	0.3	$875k	+41%	15k	60.36	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$845k	+69%	5.1k	166.98	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.3	$842k		8.6k	97.44	View chart
CSX Corporation (CSX)	0.3	$833k		18k	46.51	View chart
American Express Company (AXP)	0.3	$831k		2.7k	304.09	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$785k	+8%	19k	41.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$771k	NEW	17k	46.86	View chart
Lattice Semiconductor (LSCC)	0.3	$747k		6.0k	125.62	View chart
Mastercard Incorporated Cl A (MA)	0.2	$735k		1.3k	551.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$670k		24k	27.47	View chart
Chevron Corporation (CVX)	0.2	$668k	-2%	3.3k	204.22	View chart
Global X Fds Global X Uranium (URA)	0.2	$664k	+22%	17k	39.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$614k	+11%	7.9k	78.10	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$572k	+19%	9.5k	60.08	View chart
Nuveen Mun Value Fd 2 (NUW)	0.2	$559k		42k	13.25	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$555k	+2%	4.7k	117.24	View chart
Procter & Gamble Company (PG)	0.2	$550k		3.8k	145.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$543k	+7%	2.0k	277.87	View chart
Canadian Pacific Kansas City (CP)	0.2	$534k		6.3k	85.10	View chart
Johnson & Johnson (JNJ)	0.2	$525k		2.0k	264.69	View chart
Vishay Intertechnology (VSH)	0.2	$522k	NEW	16k	32.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$515k		4.1k	125.67	View chart
Union Pacific Corporation (UNP)	0.2	$506k		1.9k	272.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$505k	+5%	9.0k	56.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$503k	+7%	2.4k	208.06	View chart
Rambus (RMBS)	0.2	$478k	NEW	4.5k	106.76	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$477k	NEW	10k	46.65	View chart
Royal Caribbean Cruises (RCL)	0.2	$472k		1.8k	265.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$461k	+49%	602.00	765.25	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$457k		3.1k	146.46	View chart
One Gas (OGS)	0.2	$447k		6.2k	71.87	View chart
Dollar General (DG)	0.2	$444k		3.7k	119.58	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$435k		3.9k	112.50	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$432k	+3%	5.5k	78.42	View chart
Wal-Mart Stores (WMT)	0.1	$430k	+12%	4.1k	103.91	View chart
Oracle Corporation (ORCL)	0.1	$408k	-5%	3.0k	137.30	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$403k		2.1k	195.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$396k	+7%	5.1k	77.25	View chart
ConocoPhillips (COP)	0.1	$390k	+23%	3.1k	125.15	View chart
Pepsi (PEP)	0.1	$380k		3.0k	126.72	View chart
UnitedHealth (UNH)	0.1	$366k		998.00	367.13	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$354k		3.2k	110.97	View chart
JPMorgan Chase & Co. (JPM)	0.1	$336k		1.0k	330.95	View chart
Bank of America Corporation (BAC)	0.1	$327k		6.0k	54.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$324k		2.1k	155.18	View chart
Devon Energy Corporation (DVN)	0.1	$314k	-4%	6.8k	46.04	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$308k	+6%	4.3k	71.69	View chart
Herc Hldgs (HRI)	0.1	$308k		2.5k	124.80	View chart
Servicenow (NOW)	0.1	$307k		2.3k	134.01	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$301k		659.00	456.19	View chart
McDonald's Corporation (MCD)	0.1	$298k		1.3k	230.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$293k	-3%	6.2k	47.34	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$290k		2.7k	108.82	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$288k		5.3k	54.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$287k		842.00	340.66	View chart
Valero Energy Corporation (VLO)	0.1	$285k	NEW	734.00	387.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$282k	-2%	2.7k	103.89	View chart
Abbvie (ABBV)	0.1	$281k		1.1k	261.61	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$269k		5.0k	53.40	View chart
Zoom Communications Cl A (ZM)	0.1	$254k	+7%	2.8k	90.77	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$250k		863.00	289.66	View chart
AFLAC Incorporated (AFL)	0.1	$245k		2.2k	111.78	View chart
Charles Schwab Corporation (SCHW)	0.1	$237k	+7%	2.4k	97.74	View chart
Southwest Airlines (LUV)	0.1	$226k		5.4k	41.64	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$220k		651.00	337.83	View chart
Deere & Company (DE)	0.1	$217k		323.00	671.55	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$217k	NEW	5.6k	38.95	View chart
Lam Research Corp Com New (LRCX)	0.1	$209k		635.00	328.51	View chart
Phillips 66 (PSX)	0.1	$204k	NEW	800.00	255.31	View chart
Cypherpunk Technologies Com New (CYPH)	0.1	$156k	NEW	47k	3.33	View chart
Capitol Federal Financial (CFFN)	0.0	$109k		13k	8.25	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 Q3 filed Oct. 15, 2026
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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