Midwestern Financial

Midwestern Financial as of March 31, 2026

Portfolio Holdings for Midwestern Financial

Midwestern Financial holds 54 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 10.2 $13M 20k 650.34
Ishares Tr Core Us Aggbd Et (AGG) 7.7 $9.8M 99k 99.27
American Centy Etf Tr Focused Lrg Cap (FLV) 7.4 $9.4M 123k 76.69
Ishares Tr Msci Acwi Ex Us (ACWX) 6.5 $8.3M 121k 68.47
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.3 $6.8M 84k 80.58
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.3 $6.7M 80k 84.84
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.4 $5.5M 110k 50.61
Vanguard Index Fds Value Etf (VTV) 3.9 $4.9M 25k 196.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.6 $4.5M 180k 25.10
Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $3.5M 11k 320.80
Ishares Tr Core Intl Aggr (IAGG) 2.7 $3.4M 68k 50.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.4 $3.0M 104k 29.08
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $2.9M 10k 287.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $2.9M 45k 64.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.3 $2.9M 21k 138.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $2.7M 55k 49.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $2.6M 12k 217.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $2.5M 4.4k 577.24
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.7 $2.2M 37k 58.54
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 1.7 $2.1M 94k 22.66
Ishares Tr Shrt Nat Mun Etf (SUB) 1.5 $1.9M 18k 106.50
Meta Platforms Cl A (META) 1.5 $1.9M 3.3k 572.12
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $1.8M 9.6k 191.82
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.7M 7.8k 215.07
NVIDIA Corporation (NVDA) 1.2 $1.5M 8.7k 174.41
Apple (AAPL) 1.2 $1.5M 5.9k 253.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.4M 2.8k 479.20
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $1.2M 25k 49.95
American Centy Etf Tr Diversified Mu (TAXF) 0.9 $1.2M 23k 50.05
Select Sector Spdr Tr State Street Ind (XLI) 0.8 $1.0M 6.5k 161.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.0M 19k 54.05
Ishares Tr National Mun Etf (MUB) 0.8 $984k 9.3k 106.15
Vanguard World Inf Tech Etf (VGT) 0.7 $859k 1.2k 697.90
Starbucks Corporation (SBUX) 0.7 $832k 9.3k 89.59
Amazon (AMZN) 0.5 $689k 3.3k 208.27
J P Morgan Exchange Traded F Betabuilders Usd (BBCB) 0.5 $585k 13k 45.35
Alphabet Cap Stk Cl A (GOOGL) 0.5 $584k 2.0k 287.60
Microsoft Corporation (MSFT) 0.4 $560k 1.5k 370.09
Wal-Mart Stores (WMT) 0.4 $554k 4.5k 124.27
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.4 $498k 11k 45.83
Roper Industries (ROP) 0.4 $480k 1.4k 353.95
Vanguard Index Fds Small Cp Etf (VB) 0.4 $480k 1.8k 261.93
Te Connectivity Ord Shs (TEL) 0.4 $458k 2.2k 209.02
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $441k 3.2k 138.34
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $425k 3.9k 109.00
Select Sector Spdr Tr State Street Mat (XLB) 0.3 $395k 7.9k 49.97
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $378k 7.4k 50.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $321k 4.4k 73.63
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $302k 3.0k 101.16
JPMorgan Chase & Co. (JPM) 0.2 $281k 955.00 294.14
Spdr Series Trust State Street Spd (SPMD) 0.2 $274k 4.6k 59.22
Ishares Tr Core High Dv Etf (HDV) 0.2 $256k 1.9k 135.69
Tesla Motors (TSLA) 0.2 $234k 630.00 371.75
Costco Wholesale Corporation (COST) 0.2 $223k 224.00 997.05