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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, VTV, and represent 32.94% of Midwestern Financial's stock portfolio.
Added to shares of these 10 stocks: SPY, ACWX, SCHA, VO, FLV, AGG, AVDE, JPST, AVEM, VTIP.
Started 1 new stock position in CLS.
Reduced shares in these 10 stocks: SCHB, QUAL, VTV, VEA, VWO, VSS, AAPL, LQD, VBR, VT.
Sold out of its position in VSS.
Midwestern Financial was a net buyer of stock by $4.1M.
Midwestern Financial has $117M in assets under management (AUM), dropping by 9.22%.
Central Index Key (CIK): 0002083276

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Portfolio Holdings for Midwestern Financial

Midwestern Financial holds 54 positions in its portfolio as reported in the September 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)	8.7	$10M	+18%	15k	666.19	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	7.0	$8.1M	+8%	111k	73.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.9	$8.0M	+5%	80k	100.25	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	5.2	$6.0M	+22%	93k	65.01	View chart
Vanguard Index Fds Value Etf (VTV)	5.1	$6.0M	-6%	32k	186.49	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.9	$5.7M	+8%	72k	78.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.8	$5.6M	+5%	75k	75.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.6	$5.4M	-16%	209k	25.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.4	$5.2M	+2%	16k	328.17	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.2	$3.7M	+12%	73k	50.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.7	$3.2M	-3%	15k	208.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$3.2M	-10%	53k	59.92	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.4	$2.8M	-3%	20k	137.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$2.7M	+4%	4.6k	600.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	2.2	$2.6M		44k	58.85	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.2	$2.5M	+4%	49k	51.23	View chart
Meta Platforms Cl A (META)	2.1	$2.4M		3.3k	734.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.7	$2.0M	+63%	73k	27.90	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.7	$2.0M		19k	106.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$2.0M	+62%	6.6k	293.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$1.9M	+4%	38k	50.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$1.7M		7.9k	215.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$1.6M	-24%	8.5k	194.50	View chart
NVIDIA Corporation (NVDA)	1.4	$1.6M		8.7k	186.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$1.5M	-14%	27k	54.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$1.4M	-2%	2.9k	502.74	View chart
American Centy Etf Tr Diversified Mu (TAXF)	1.1	$1.3M		25k	50.23	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	1.1	$1.2M	+7%	55k	22.90	View chart
Roper Industries (ROP)	1.0	$1.2M		2.3k	498.62	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$1.1M		10k	106.50	View chart
Apple (AAPL)	0.9	$1.0M	-14%	4.0k	254.66	View chart
Select Sector Spdr Tr Indl (XLI)	0.9	$990k		6.4k	154.24	View chart
Starbucks Corporation (SBUX)	0.8	$987k		12k	84.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$921k		1.2k	746.56	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$701k	+72%	14k	50.63	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.5	$629k		14k	46.26	View chart
Microsoft Corporation (MSFT)	0.5	$613k		1.2k	517.84	View chart
Amazon (AMZN)	0.5	$607k	-2%	2.8k	219.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$603k	-17%	5.4k	111.46	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$542k	-12%	3.9k	138.25	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$508k		9.9k	51.04	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.4	$496k		11k	47.00	View chart
Te Connectivity Ord Shs (TEL)	0.4	$466k	-8%	2.1k	219.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$461k		1.8k	254.29	View chart
Wal-Mart Stores (WMT)	0.4	$443k	-3%	4.3k	103.05	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$377k	+7%	4.2k	89.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$366k		3.0k	122.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$340k	+8%	4.6k	74.37	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$300k		2.9k	101.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$299k		1.2k	243.02	View chart
Tesla Motors (TSLA)	0.2	$280k		630.00	444.72	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$262k		4.6k	57.19	View chart
Celestica (CLS)	0.2	$222k	NEW	900.00	246.38	View chart
Costco Wholesale Corporation (COST)	0.2	$207k		224.00	923.71	View chart

Past Filings by Midwestern Financial

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

Midwestern Financial 2025 Q3 filed Nov. 14, 2025
Midwestern Financial 2025 Q2 filed Aug. 28, 2025

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