Terminal · Institutions

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

Midwest Capital Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Midwest Capital Advisors, LLC (CIK 2026480) reported $214.0M across 197 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($37.6M, 17.58%), CORO ($21.6M, 10.10%), DYNF ($19.3M, 9.02%), SPEM ($12.0M, 5.59%), QUAL ($11.4M, 5.31%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHGSCHWAB STRATEGIC TR$37.6M17.58%1.3MAdded
2COROBLACKROCK ETF TRUST$21.6M10.10%672,527New
3DYNFBLACKROCK ETF TRUST$19.3M9.02%331,603Trimmed
4SPEMSPDR INDEX SHS FDS$12.0M5.59%255,169Trimmed
5QUALISHARES TR$11.4M5.31%59,240Added
6MTUMISHARES TR$9.5M4.45%39,723Added
7BAIBLACKROCK ETF TRUST$9.1M4.26%276,461Added
8THROBLACKROCK ETF TRUST$7.9M3.69%218,014Added
9PVALPUTNAM ETF TRUST$7.6M3.57%164,664Added
10SHLDGLOBAL X FDS$6.8M3.18%96,120Added
11BNDXVANGUARD CHARLOTTE FDS$5.9M2.77%123,274Added
12USTBVICTORY PORTFOLIOS II$5.6M2.64%111,574Added
13EFVISHARES TR$5.6M2.63%75,630Trimmed
14SPMBSPDR SERIES TRUST$4.7M2.21%210,909Added
15IAUISHARES GOLD TR$4.2M1.95%47,263Trimmed
16BINCBLACKROCK ETF TRUST II$4.0M1.87%77,186Trimmed
17EFGISHARES TR$3.7M1.74%33,458Added
18GOVTISHARES TR$3.7M1.73%161,752New
19VTVVANGUARD INDEX FDS$2.8M1.32%14,400Added
20SCHBSCHWAB STRATEGIC TR$2.6M1.21%102,911Added
21TLHISHARES TR$2.3M1.07%22,707Trimmed
22FIBRISHARES TR$2.2M1.04%25,098Added
23VEAVANGUARD TAX-MANAGED FDS$1.6M0.74%24,756Added
24BIDDBLACKROCK ETF TRUST$1.4M0.66%49,420Trimmed
25ICVTISHARES TR$1.1M0.51%10,651Trimmed

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