Midwest Financial Group

Midwest Financial Group as of Dec. 31, 2025

Portfolio Holdings for Midwest Financial Group

Midwest Financial Group holds 123 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
Ishares Tr S&p 500 Grwt Etf (IVW) 6.2 $14M 114k 123.26
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.1 $12M 113k 101.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $11M 19k 614.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.7 $11M 390k 27.43
Advanced Micro Devices (AMD) 4.0 $9.1M 42k 214.16
Apple (AAPL) 3.7 $8.5M 31k 271.86
Schwab Strategic Tr Us Aggregate B (SCHZ) 3.1 $7.1M 302k 23.37
Putnam Etf Trust Focused Lar Cap (PVAL) 3.0 $6.8M 150k 45.57
Micron Technology (MU) 2.9 $6.6M 23k 285.41
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.6 $5.9M 57k 103.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.4 $5.3M 48k 110.19
American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.3 $5.1M 68k 75.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.3 $5.1M 29k 177.37
Ishares Tr Ishares Semicdtr (SOXX) 2.1 $4.7M 16k 301.15
Spdr Series Trust State Street Spd (SLYG) 2.0 $4.6M 49k 94.19
Microsoft Corporation (MSFT) 2.0 $4.4M 9.2k 483.65
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.0 $4.4M 7.3k 603.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.7 $3.8M 118k 32.62
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $3.7M 31k 120.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $3.5M 6.9k 502.65
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $2.8M 32k 87.16
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 1.2 $2.7M 122k 21.83
Select Sector Spdr Tr State Street Uti (XLU) 1.2 $2.6M 62k 42.69
Oneok (OKE) 1.1 $2.6M 35k 73.50
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 1.1 $2.6M 73k 35.84
First Tr Exchange Traded Intl Dev Strngth (FICS) 1.1 $2.6M 65k 40.11
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 1.1 $2.6M 66k 38.89
Alphabet Cap Stk Cl A (GOOGL) 1.1 $2.5M 8.1k 313.01
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $2.3M 11k 211.79
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.0 $2.3M 81k 28.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.2M 3.2k 681.91
Amazon (AMZN) 1.0 $2.2M 9.4k 230.82
Boeing Company (BA) 0.8 $1.9M 8.7k 217.12
Ishares Tr National Mun Etf (MUB) 0.8 $1.9M 18k 107.11
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.8 $1.9M 68k 27.35
Select Sector Spdr Tr State Street Ene (XLE) 0.8 $1.9M 42k 44.71
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $1.8M 37k 49.99
Us Bancorp Del Com New (USB) 0.8 $1.8M 34k 53.36
Costco Wholesale Corporation (COST) 0.8 $1.7M 2.0k 862.27
Exxon Mobil Corporation (XOM) 0.8 $1.7M 14k 120.34
NVIDIA Corporation (NVDA) 0.7 $1.6M 8.6k 186.51
Select Sector Spdr Tr State Street Hea (XLV) 0.6 $1.4M 9.2k 154.80
Vanguard Index Fds Value Etf (VTV) 0.6 $1.3M 7.0k 190.98
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.6 $1.3M 19k 71.45
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.6 $1.3M 18k 71.42
Raytheon Technologies Corp (RTX) 0.6 $1.3M 6.9k 183.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.2M 47k 26.23
Lam Research Corp Com New (LRCX) 0.5 $1.1M 6.7k 171.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.1M 3.4k 335.27
Select Sector Spdr Tr State Street Con (XLP) 0.5 $1.1M 15k 77.68
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.5 $1.1M 23k 47.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $1.1M 2.9k 360.13
American Express Company (AXP) 0.4 $1.0M 2.7k 369.94
Broadcom (AVGO) 0.4 $977k 2.8k 346.05
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $942k 18k 52.41
Visa Com Cl A (V) 0.4 $907k 2.6k 350.76
Fifth Third Ban (FITB) 0.4 $847k 18k 46.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $819k 1.3k 627.20
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $816k 8.7k 94.16
T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $784k 21k 38.22
Mastercard Incorporated Cl A (MA) 0.3 $760k 1.3k 570.92
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $729k 7.6k 96.27
Rbb Fund Trust First Eagle Gbl (FEGE) 0.3 $710k 15k 46.03
Sprott Asset Management Physical Gold An (CEF) 0.3 $699k 15k 45.80
CSX Corporation (CSX) 0.3 $678k 19k 36.25
Nuveen Mun Value Fd 2 (NUW) 0.3 $615k 43k 14.31
Applied Materials (AMAT) 0.3 $586k 2.3k 257.02
Lattice Semiconductor (LSCC) 0.3 $568k 7.7k 73.58
Devon Energy Corporation (DVN) 0.2 $556k 15k 36.63
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $542k 23k 24.04
Oracle Corporation (ORCL) 0.2 $529k 2.7k 194.94
Procter & Gamble Company (PG) 0.2 $524k 3.7k 143.31
Royal Caribbean Cruises (RCL) 0.2 $509k 1.8k 278.92
Dollar General (DG) 0.2 $496k 3.7k 132.77
Chevron Corporation (CVX) 0.2 $491k 3.2k 152.43
One Gas (OGS) 0.2 $486k 6.3k 77.25
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $474k 9.5k 49.65
Ishares Gold Tr Ishares New (IAU) 0.2 $462k 5.7k 81.17
Canadian Pacific Kansas City (CP) 0.2 $455k 6.2k 73.63
Spdr Series Trust State Street Spd (SDY) 0.2 $426k 3.1k 139.17
Union Pacific Corporation (UNP) 0.2 $420k 1.8k 231.36
Ishares Tr Russell 2000 Etf (IWM) 0.2 $406k 1.6k 246.10
Johnson & Johnson (JNJ) 0.2 $405k 2.0k 206.94
Pepsi (PEP) 0.2 $403k 2.8k 143.54
McDonald's Corporation (MCD) 0.2 $395k 1.3k 305.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $384k 4.8k 79.73
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $379k 2.4k 155.10
Select Sector Spdr Tr State Street Com (XLC) 0.2 $370k 3.1k 117.70
Draftkings Com Cl A (DKNG) 0.2 $369k 11k 34.46
Wal-Mart Stores (WMT) 0.1 $327k 2.9k 111.42
Global X Fds Cybrscurty Etf (BUG) 0.1 $323k 11k 30.46
Herc Hldgs (HRI) 0.1 $320k 2.2k 148.38
UnitedHealth (UNH) 0.1 $318k 962.00 330.23
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.1 $317k 6.4k 49.85
Bank of America Corporation (BAC) 0.1 $309k 5.6k 55.00
Select Sector Spdr Tr State Street Con (XLY) 0.1 $302k 2.5k 119.42
JPMorgan Chase & Co. (JPM) 0.1 $297k 922.00 322.26
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $297k 2.1k 143.50
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $293k 1.0k 290.25
Tesla Motors (TSLA) 0.1 $293k 652.00 449.72
Global X Fds Global X Uranium (URA) 0.1 $286k 6.7k 42.73
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $286k 2.5k 114.54
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $282k 4.9k 57.24
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $281k 2.0k 143.94
Alphabet Cap Stk Cl C (GOOG) 0.1 $277k 881.00 313.97
Ishares Tr Core S&p500 Etf (IVV) 0.1 $276k 403.00 685.48
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $259k 9.9k 26.24
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $247k 5.3k 46.92
Abbvie (ABBV) 0.1 $245k 1.1k 228.53
AFLAC Incorporated (AFL) 0.1 $240k 2.2k 110.25
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $239k 4.4k 54.77
Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $237k 4.4k 53.86
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $237k 7.6k 30.96
Vanguard World Inf Tech Etf (VGT) 0.1 $236k 313.00 754.83
Zoom Communications Cl A (ZM) 0.1 $232k 2.7k 86.29
ConocoPhillips (COP) 0.1 $229k 2.5k 93.61
Southwest Airlines (LUV) 0.1 $224k 5.4k 41.33
Ishares Tr Msci Eafe Etf (EFA) 0.1 $223k 2.3k 96.03
Tractor Supply Company (TSCO) 0.1 $215k 4.3k 50.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $206k 683.00 302.11
Capitol Federal Financial (CFFN) 0.0 $107k 16k 6.81
Purple Innovatio (PRPL) 0.0 $79k 115k 0.69
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $42k 10k 4.09