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Midwestern Financial

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

Top 5 stock holdings are SPY, FLV, AGG, ACWX, AVDE, and represent 34.07% of Midwestern Financial's stock portfolio.
Added to shares of these 10 stocks: SPY, ACWX, SHYD, JPST, VO, AGG, SCHA, VTEB, IAGG, QUAL.
Reduced shares in these 10 stocks: VTI, SCHB, ROP, CLS, , HDV, QQQ, ACWI, VGSH, VTV.
Sold out of its positions in CLS, COST.
Midwestern Financial was a net buyer of stock by $3.0M.
Midwestern Financial has $121M in assets under management (AUM), dropping by 3.77%.
Central Index Key (CIK): 0002083276

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

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Portfolio Holdings for Midwestern Financial

Midwestern Financial holds 52 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
Spdr S&p 500 Etf Tr Tr Unit (SPY)	9.5	$12M	+10%	17k	681.90	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	7.0	$8.5M		112k	75.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.9	$8.3M	+4%	84k	99.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	5.7	$6.8M	+9%	102k	67.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.0	$6.1M		74k	82.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	5.0	$6.0M	+4%	78k	77.02	View chart
Vanguard Index Fds Value Etf (VTV)	5.0	$6.0M		32k	190.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.0	$4.9M	-10%	186k	26.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.6	$4.4M	-16%	13k	335.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.4	$4.2M	+11%	82k	50.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$3.5M	+5%	56k	62.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$3.4M	+3%	16k	211.78	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.4	$2.9M		21k	141.06	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.2	$2.7M	+10%	54k	50.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$2.7M	-3%	4.4k	614.28	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.1	$2.5M	-3%	42k	58.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$2.4M	+15%	84k	28.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$2.3M	+18%	7.9k	290.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$2.2M	+16%	45k	50.29	View chart
Meta Platforms Cl A (META)	1.8	$2.2M		3.3k	660.06	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.6	$1.9M	-2%	18k	106.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$1.9M	+14%	9.7k	198.61	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	1.4	$1.7M	+39%	76k	22.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$1.7M		7.8k	219.78	View chart
NVIDIA Corporation (NVDA)	1.3	$1.6M		8.7k	186.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$1.5M	+4%	28k	53.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.5M		2.9k	502.65	View chart
American Centy Etf Tr Diversified Mu (TAXF)	1.1	$1.3M		25k	50.38	View chart
Apple (AAPL)	1.0	$1.2M	+14%	4.6k	271.89	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.1M		9.9k	107.11	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$999k		6.4k	155.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$927k		1.2k	753.79	View chart
Starbucks Corporation (SBUX)	0.7	$905k	-7%	11k	84.21	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$873k	+27%	18k	49.46	View chart
Roper Industries (ROP)	0.6	$771k	-26%	1.7k	445.01	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$663k	+11%	6.0k	110.20	View chart
Amazon (AMZN)	0.5	$652k	+2%	2.8k	230.82	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.5	$585k	-6%	13k	45.81	View chart
Microsoft Corporation (MSFT)	0.5	$573k		1.2k	483.62	View chart
Te Connectivity Ord Shs (TEL)	0.4	$499k	+3%	2.2k	227.51	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.4	$498k		11k	46.50	View chart
Wal-Mart Stores (WMT)	0.4	$496k	+3%	4.5k	111.42	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$480k	-5%	9.4k	50.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$471k		1.8k	257.98	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$463k	-16%	3.3k	141.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$385k		1.2k	313.11	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$357k	+87%	7.9k	45.35	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$321k	-5%	4.3k	74.07	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$302k		3.0k	101.58	View chart
Tesla Motors (TSLA)	0.2	$283k		630.00	449.72	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$267k		4.6k	57.91	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$228k	-37%	1.9k	121.59	View chart

Past Filings by Midwestern Financial

SEC 13F filings are viewable for Midwestern Financial going back to 2025

Midwestern Financial 2025 Q4 filed Feb. 6, 2026
Midwestern Financial 2025 Q3 filed Nov. 14, 2025
Midwestern Financial 2025 Q2 filed Aug. 28, 2025

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