Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MIDLAND WEALTH ADVISORS LLC (CIK 1990058) reported $1.94B across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($358.0M, 18.45%), MBB ($234.9M, 12.11%), JAAA ($180.0M, 9.28%), IEFA ($167.2M, 8.62%), EDV ($93.7M, 4.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $358.0M | 18.45% | 548,029 | Added |
| 2 | MBB | ISHARES TR | $234.9M | 12.11% | 2.5M | Trimmed |
| 3 | JAAA | JANUS DETROIT STR TR | $180.0M | 9.28% | 3.6M | Added |
| 4 | IEFA | ISHARES TR | $167.2M | 8.62% | 1.8M | Trimmed |
| 5 | EDV | VANGUARD WORLD FD | $93.7M | 4.83% | 1.4M | Added |
| 6 | IEMG | ISHARES INC | $83.6M | 4.31% | 1.2M | Added |
| 7 | MGNR | AMERICAN BEACON SELECT FUNDS | $68.9M | 3.55% | 1.3M | Added |
| 8 | KOMP | SPDR SERIES TRUST | $65.3M | 3.37% | 1.1M | Trimmed |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | $60.5M | 3.12% | 987,265 | Trimmed |
| 10 | IVW | ISHARES TR | $56.9M | 2.93% | 502,832 | Trimmed |
| 11 | IJH | ISHARES TR | $52.5M | 2.71% | 777,138 | Added |
| 12 | MWMIX | VANECK FDS | $52.0M | 2.68% | 1.0M | New |
| 13 | VTV | VANGUARD INDEX FDS | $51.0M | 2.63% | 260,027 | Trimmed |
| 14 | SPSM | SPDR SERIES TRUST | $46.6M | 2.40% | 963,862 | Trimmed |
| 15 | IJK | ISHARES TR | $41.5M | 2.14% | 412,307 | Trimmed |
| 16 | BLUEROCK PVT REAL ESTATE FD | $41.5M | 2.14% | 2.5M | New | |
| 17 | IJJ | ISHARES TR | $38.0M | 1.96% | 286,673 | Trimmed |
| 18 | VGIT | VANGUARD SCOTTSDALE FDS | $20.7M | 1.07% | 347,290 | Added |
| 19 | NUE | NUCOR CORP | $17.9M | 0.92% | 105,976 | Trimmed |
| 20 | AAPL | APPLE INC | $13.4M | 0.69% | 52,942 | Trimmed |
| 21 | UYLD | ANGEL OAK FUNDS TRUST | $12.8M | 0.66% | 250,427 | Added |
| 22 | MSFT | MICROSOFT CORP | $8.9M | 0.46% | 24,156 | Trimmed |
| 23 | MAGS | LISTED FDS TR | $8.1M | 0.42% | 139,536 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $7.7M | 0.40% | 12,922 | Trimmed |
| 25 | SHW | SHERWIN WILLIAMS CO | $7.0M | 0.36% | 21,930 | Added |
Source: SEC Form 13F filings · as of 2026-03-31