Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Mid-American Wealth Advisory Group, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Mid-American Wealth Advisory Group, Inc. (CIK 1911264) reported $236.7M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HYS ($31.4M, 13.28%), TUA ($25.0M, 10.54%), IBHF ($21.7M, 9.15%), SIXO ($21.1M, 8.90%), BILZ ($12.9M, 5.46%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HYSPIMCO ETF TR$31.4M13.28%331,479Hold
2TUASIMPLIFY EXCHANGE TRADED FUN$25.0M10.54%1.1MHold
3IBHFISHARES TR$21.7M9.15%938,450Hold
4SIXOAIM ETF PRODUCTS TRUST$21.1M8.90%606,671Hold
5BILZPIMCO ETF TR$12.9M5.46%128,222Hold
6SBARSIMPLIFY EXCHANGE TRADED FUN$10.2M4.32%390,670Hold
7LTPZPIMCO ETF TR$9.9M4.20%192,125Hold
8OCTWAIM ETF PRODUCTS TRUST$8.4M3.57%216,453Hold
9QBERELEVATION SERIES TRUST$8.1M3.42%337,316Hold
10BILSPDR SERIES TRUST$7.5M3.18%82,293Hold
11ZROZPIMCO ETF TR$7.1M2.99%109,982Hold
12LONZPIMCO ETF TR$4.7M1.99%93,530Hold
13CDXSIMPLIFY EXCHANGE TRADED FUN$4.7M1.98%210,408Hold
14CRDTSIMPLIFY EXCHANGE TRADED FUN$4.7M1.98%201,104Hold
15IBHGISHARES TR$4.7M1.97%208,868Hold
16VIGVANGUARD SPECIALIZED FUNDS$4.6M1.94%20,933Hold
17BMYBRISTOL-MYERS SQUIBB CO$4.3M1.84%80,609Hold
18CSCOCISCO SYS INC$4.2M1.76%53,986Hold
19ONEZELEVATION SERIES TRUST$4.0M1.70%154,728Hold
20IBHHISHARES TR$3.7M1.57%157,003Hold
21VZVERIZON COMMUNICATIONS INC$3.6M1.53%89,064Hold
22QQQMINVESCO EXCH TRADED FD TR II$3.1M1.30%12,166Hold
23PYLDPIMCO ETF TR$2.3M0.98%86,700Hold
24ORLYOREILLY AUTOMOTIVE INC$2.3M0.97%25,250Hold
25SCHASCHWAB STRATEGIC TR$2.3M0.97%80,738Hold

Source: SEC Form 13F filings · as of 2026-03-31