Midwestern Financial

Midwestern Financial as of June 30, 2026

Portfolio Holdings for Midwestern Financial

Midwestern Financial holds 54 positions in its portfolio as reported in the June 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) 10.8 $16M 21k 746.77
Ishares Tr Core Us Aggbd Et (AGG) 7.4 $11M 107k 98.98
American Centy Etf Tr Focused Lrg Cap (FLV) 7.3 $10M 128k 81.30
Ishares Tr Msci Acwi Ex Us (ACWX) 6.8 $9.7M 128k 76.11
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.6 $8.0M 83k 96.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.2 $7.4M 83k 89.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.4 $6.3M 125k 50.57
Vanguard Index Fds Value Etf (VTV) 3.5 $5.0M 23k 217.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $4.6M 159k 28.96
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.9 $4.2M 117k 36.13
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $3.8M 10k 370.04
Vanguard Index Fds Mid Cap Etf (VO) 2.6 $3.7M 46k 80.57
Ishares Tr Core Intl Aggr (IAGG) 2.5 $3.6M 71k 50.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.4 $3.5M 69k 50.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.3 $3.3M 21k 156.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $3.2M 4.4k 736.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $3.1M 44k 71.25
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 2.0 $2.8M 124k 22.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.0 $2.8M 12k 242.98
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $2.1M 37k 58.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $2.1M 9.4k 219.43
Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $2.0M 19k 106.47
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $1.9M 7.9k 236.63
Meta Platforms Cl A (META) 1.3 $1.8M 3.3k 563.31
NVIDIA Corporation (NVDA) 1.2 $1.7M 8.7k 200.09
Apple (AAPL) 1.2 $1.7M 5.9k 289.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $1.4M 28k 50.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.4M 2.8k 500.39
Select Sector Spdr Tr State Street Ind (XLI) 0.8 $1.2M 6.5k 185.22
Vanguard World Inf Tech Etf (VGT) 0.8 $1.2M 9.9k 119.52
American Centy Etf Tr Diversified Mu (TAXF) 0.8 $1.2M 23k 50.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $1.1M 19k 59.69
Ishares Tr National Mun Etf (MUB) 0.7 $1.0M 9.3k 107.62
Amazon (AMZN) 0.6 $788k 3.3k 238.34
Alphabet Cap Stk Cl A (GOOGL) 0.5 $727k 2.0k 357.46
Starbucks Corporation (SBUX) 0.5 $706k 6.9k 102.19
Microsoft Corporation (MSFT) 0.4 $566k 1.5k 373.06
Vanguard Index Fds Small Cp Etf (VB) 0.4 $557k 1.8k 303.20
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.4 $508k 11k 46.09
Wal-Mart Stores (WMT) 0.4 $507k 4.5k 113.27
Roper Industries (ROP) 0.3 $461k 1.4k 338.32
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $438k 2.8k 156.96
Te Connectivity Ord Shs (TEL) 0.3 $408k 2.0k 201.61
Select Sector Spdr Tr State Street Mat (XLB) 0.3 $403k 7.9k 50.83
J P Morgan Exchange Traded F Betabuilders Usd (BBCB) 0.3 $394k 8.7k 45.32
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $381k 7.5k 51.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $376k 3.4k 109.05
JPMorgan Chase & Co. (JPM) 0.2 $314k 960.00 327.17
Spdr Series Trust State Street Spd (SPMD) 0.2 $313k 4.6k 67.56
Vanguard Wellington Short Trm Tax Ex (VTES) 0.2 $305k 3.0k 101.32
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $301k 4.1k 73.41
Tesla Motors (TSLA) 0.2 $265k 630.00 420.60
Ishares Tr Core High Dv Etf (HDV) 0.2 $260k 9.5k 27.41
Costco Wholesale Corporation (COST) 0.1 $210k 224.00 937.38