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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, SCHD, QQQ, AMD, and represent 24.57% of Midwest Financial Group's stock portfolio.
Added to shares of these 10 stocks: QCOM, CGDV, DIVI, SCHG, AVUV, SPY, FEGE, IVW, AMZN, RSP.
Started 6 new stock positions in RSP, CGDV, EVRG, QCOM, NKE, TSM.
Reduced shares in these 10 stocks: GOOGL, LRCX, MU, DVN, SCHD, RDVI, TSCO, VBK, XLE, IJR.
Sold out of its positions in RDVI, TSCO, VBK.
Midwest Financial Group was a net buyer of stock by $6.4M.
Midwest Financial Group has $235M in assets under management (AUM), dropping by 3.59%.
Central Index Key (CIK): 0001967193

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

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Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 126 positions in its portfolio as reported in the March 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)	5.7	$13M	+3%	118k	113.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	5.5	$13M	+4%	118k	110.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.0	$12M	-2%	381k	30.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$11M	+3%	19k	577.19	View chart
Advanced Micro Devices (AMD)	3.7	$8.6M		42k	203.43	View chart
Apple (AAPL)	3.4	$7.9M		31k	253.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	3.1	$7.2M	+2%	311k	23.22	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	3.1	$7.2M	+2%	155k	46.40	View chart
Micron Technology (MU)	3.0	$7.0M	-10%	21k	337.85	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.4	$5.6M	+3%	70k	80.61	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.4	$5.6M		58k	96.70	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.3	$5.3M		29k	184.28	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	2.2	$5.2M		48k	108.99	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.2	$5.2M		16k	328.65	View chart
Spdr Series Trust State Street Spd (SLYG)	2.1	$4.9M	+4%	51k	96.62	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.9	$4.5M		7.3k	616.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.7	$4.0M	+16%	137k	29.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.6	$3.8M		30k	124.31	View chart
Microsoft Corporation (MSFT)	1.6	$3.7M	+9%	10k	370.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$3.4M		7.0k	479.20	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	1.4	$3.3M	+26%	84k	39.81	View chart
Oneok (OKE)	1.4	$3.2M		36k	90.39	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.2	$2.9M	+3%	64k	45.89	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.2	$2.9M	+2%	33k	86.69	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	1.2	$2.7M	+3%	126k	21.57	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$2.6M	+24%	4.0k	650.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.1	$2.6M		73k	35.32	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.1	$2.5M		64k	39.04	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.1	$2.5M	-3%	40k	61.26	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	1.0	$2.4M		81k	30.15	View chart
Exxon Mobil Corporation (XOM)	1.0	$2.4M		14k	169.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$2.4M		11k	217.24	View chart
Amazon (AMZN)	1.0	$2.3M	+20%	11k	208.27	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.9	$2.0M	-2%	67k	29.95	View chart
Costco Wholesale Corporation (COST)	0.9	$2.0M		2.0k	996.54	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.9M	+3%	18k	106.15	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$1.8M		37k	49.81	View chart
Us Bancorp Com New (USB)	0.7	$1.8M		34k	52.01	View chart
Boeing Company (BA)	0.7	$1.7M		8.8k	199.03	View chart
NVIDIA Corporation (NVDA)	0.7	$1.6M	+8%	9.3k	174.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.6	$1.4M		9.4k	146.61	View chart
Qualcomm (QCOM)	0.6	$1.4M	NEW	11k	128.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$1.3M		18k	73.14	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.3M	-2%	6.8k	196.21	View chart
Raytheon Technologies Corp (RTX)	0.6	$1.3M		6.9k	192.91	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.5	$1.2M	+7%	20k	62.68	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.5	$1.2M	+66%	26k	47.00	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.5	$1.2M		15k	81.98	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$1.2M		47k	25.10	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$1.2M	+5%	25k	46.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$1.1M		2.9k	383.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M		3.3k	320.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.0M	-55%	3.6k	287.58	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$939k		18k	52.19	View chart
Broadcom (AVGO)	0.4	$935k	+7%	3.0k	309.54	View chart
Fifth Third Ban (FITB)	0.4	$911k	+8%	20k	46.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$852k	+15%	8.8k	97.23	View chart
Visa Com Cl A (V)	0.4	$841k	+7%	2.8k	302.19	View chart
American Express Company (AXP)	0.4	$827k		2.7k	302.47	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$823k	+12%	23k	35.59	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$813k	NEW	19k	42.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$807k		8.7k	92.74	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$800k	+9%	17k	47.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$788k		1.3k	597.51	View chart
Applied Materials (AMAT)	0.3	$779k		2.3k	341.83	View chart
CSX Corporation (CSX)	0.3	$768k		19k	41.05	View chart
Lattice Semiconductor (LSCC)	0.3	$717k		7.7k	92.76	View chart
Chevron Corporation (CVX)	0.3	$691k	+3%	3.3k	206.87	View chart
Mastercard Incorporated Cl A (MA)	0.3	$671k		1.3k	499.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$617k	+22%	7.0k	88.16	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.3	$607k	+91%	12k	49.75	View chart
Nuveen Mun Value Fd 2 (NUW)	0.3	$605k		42k	14.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$597k	+6%	24k	24.75	View chart
Lam Research Corp Com New (LRCX)	0.3	$593k	-58%	2.8k	213.68	View chart
Procter & Gamble Company (PG)	0.2	$550k	+4%	3.8k	144.44	View chart
One Gas (OGS)	0.2	$535k		6.2k	86.14	View chart
Global X Fds Global X Uranium (URA)	0.2	$497k	+53%	10k	48.43	View chart
Canadian Pacific Kansas City (CP)	0.2	$494k		6.3k	78.66	View chart
Royal Caribbean Cruises (RCL)	0.2	$488k	-2%	1.8k	275.18	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$481k	+21%	3.0k	161.71	View chart
Johnson & Johnson (JNJ)	0.2	$479k		2.0k	244.45	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$460k	+75%	4.4k	105.04	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$450k		3.1k	145.93	View chart
Wal-Mart Stores (WMT)	0.2	$448k	+23%	3.6k	124.29	View chart
Devon Energy Corporation (DVN)	0.2	$447k	-41%	8.9k	50.32	View chart
Dollar General (DG)	0.2	$443k		3.7k	118.73	View chart
Union Pacific Corporation (UNP)	0.2	$443k		1.8k	242.65	View chart
Pepsi (PEP)	0.2	$438k		2.8k	155.28	View chart
Oracle Corporation (ORCL)	0.2	$427k	+7%	2.9k	147.09	View chart
McDonald's Corporation (MCD)	0.2	$401k		1.3k	310.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$396k	-3%	1.6k	247.97	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$371k	-2%	4.7k	79.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$354k	NEW	1.8k	191.91	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$349k		3.2k	110.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$335k	-8%	8.7k	38.42	View chart
ConocoPhillips (COP)	0.1	$332k	+2%	2.5k	132.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$330k	+18%	5.8k	56.68	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$323k	+21%	13k	25.11	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$307k		2.1k	148.08	View chart
Bank of America Corporation (BAC)	0.1	$298k	+8%	6.1k	48.75	View chart
JPMorgan Chase & Co. (JPM)	0.1	$297k	+9%	1.0k	294.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$290k		1.0k	287.21	View chart
Tesla Motors (TSLA)	0.1	$284k	+17%	764.00	371.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$283k	+9%	2.1k	132.87	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$277k		2.5k	108.97	View chart
UnitedHealth (UNH)	0.1	$266k		981.00	270.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$264k		403.00	653.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$254k	+12%	2.6k	97.13	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$253k		882.00	286.73	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$250k		5.3k	47.53	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$245k	+13%	5.0k	49.37	View chart
Herc Hldgs (HRI)	0.1	$245k	+14%	2.5k	99.55	View chart
AFLAC Incorporated (AFL)	0.1	$239k		2.2k	109.70	View chart
Abbvie (ABBV)	0.1	$233k		1.1k	217.45	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$229k	+4%	4.6k	49.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$226k	-2%	7.5k	30.32	View chart
Draftkings Com Cl A (DKNG)	0.1	$223k	-3%	10k	21.62	View chart
Nike CL B (NKE)	0.1	$220k	NEW	4.2k	52.82	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$219k	NEW	649.00	337.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$219k		314.00	696.94	View chart
Zoom Communications Cl A (ZM)	0.1	$208k	-3%	2.6k	80.39	View chart
Evergy (EVRG)	0.1	$208k	NEW	2.5k	81.93	View chart
Southwest Airlines (LUV)	0.1	$204k		5.4k	37.57	View chart
Capitol Federal Financial (CFFN)	0.0	$103k	-8%	14k	7.13	View chart
Purple Innovatio (PRPL)	0.0	$76k		115k	0.66	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$31k		10k	3.07	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 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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