Midwestern Financial

Midwestern Financial as of June 30, 2025

Portfolio Holdings for Midwestern Financial

Midwestern Financial holds 54 positions in its portfolio as reported in the June 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) 7.4 $7.9M 13k 617.86
Ishares Tr Core Us Aggbd Et (AGG) 7.0 $7.5M 76k 99.20
American Centy Etf Tr Focused Lrg Cap (FLV) 6.6 $7.1M 102k 69.79
Vanguard Index Fds Value Etf (VTV) 5.6 $6.0M 34k 176.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.6 $6.0M 250k 23.83
American Centy Etf Tr Intl Eqt Etf (AVDE) 4.6 $5.0M 67k 74.01
American Centy Etf Tr Avantis Emgmkt (AVEM) 4.6 $4.9M 71k 68.54
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $4.7M 15k 303.91
Ishares Tr Msci Acwi Ex Us (ACWX) 4.3 $4.6M 76k 60.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $3.4M 59k 57.01
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.1 $3.3M 66k 50.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.9 $3.1M 16k 195.01
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.5 $2.7M 21k 128.52
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.4 $2.6M 44k 58.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $2.4M 4.4k 551.62
Meta Platforms Cl A (META) 2.3 $2.4M 3.3k 738.08
Ishares Tr Core Intl Aggr (IAGG) 2.2 $2.4M 47k 51.09
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $2.0M 11k 182.81
Ishares Tr Shrt Nat Mun Etf (SUB) 1.9 $2.0M 19k 106.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $1.8M 37k 49.03
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $1.6M 7.8k 204.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $1.6M 32k 49.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $1.4M 2.9k 485.77
NVIDIA Corporation (NVDA) 1.3 $1.4M 8.7k 157.99
Roper Industries (ROP) 1.2 $1.3M 2.3k 566.89
American Centy Etf Tr Diversified Mu (TAXF) 1.2 $1.2M 25k 48.93
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 1.1 $1.1M 51k 22.59
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.1M 4.1k 279.84
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $1.1M 45k 25.30
Starbucks Corporation (SBUX) 1.0 $1.1M 12k 91.63
Ishares Tr National Mun Etf (MUB) 1.0 $1.0M 10k 104.48
Apple (AAPL) 0.9 $961k 4.7k 205.18
Select Sector Spdr Tr Indl (XLI) 0.9 $943k 6.4k 147.52
Vanguard World Inf Tech Etf (VGT) 0.8 $817k 1.2k 663.51
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $716k 6.5k 109.60
Amazon (AMZN) 0.6 $620k 2.8k 219.39
J P Morgan Exchange Traded F Betabuilders Usd (BBCB) 0.6 $615k 14k 45.69
Microsoft Corporation (MSFT) 0.6 $587k 1.2k 497.33
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $577k 4.5k 128.59
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $503k 9.9k 50.92
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.5 $486k 10k 46.64
Wal-Mart Stores (WMT) 0.4 $434k 4.4k 97.79
Vanguard Index Fds Small Cp Etf (VB) 0.4 $428k 1.8k 237.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $403k 8.0k 50.27
Te Connectivity Ord Shs (TEL) 0.4 $391k 2.3k 168.67
Ishares Tr Core High Dv Etf (HDV) 0.3 $347k 3.0k 117.17
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $342k 3.9k 87.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $312k 4.2k 73.64
Vanguard Wellington Short Trm Tax Ex (VTES) 0.3 $295k 2.9k 100.94
Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $249k 4.6k 54.39
Costco Wholesale Corporation (COST) 0.2 $221k 223.00 991.00
Alphabet Cap Stk Cl A (GOOGL) 0.2 $217k 1.2k 176.17
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $207k 1.5k 134.38
Tesla Motors (TSLA) 0.2 $200k 630.00 317.66