Midwestern Financial

Midwestern Financial as of Dec. 31, 2025

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