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.
Midwest Financial Group LLC (CIK 1967193) reported $234.5M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVW ($13.3M, 5.67%), AVUV ($13.0M, 5.54%), SCHD ($11.7M, 4.98%), QQQ ($11.1M, 4.72%), AMD ($8.6M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $13.3M | 5.67% | 117,595 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $13.0M | 5.54% | 117,507 | Added |
| 3 | SCHD | SCHWAB STRATEGIC TR | $11.7M | 4.98% | 380,970 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $11.1M | 4.72% | 19,194 | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $8.6M | 3.65% | 42,128 | Trimmed |
| 6 | AAPL | APPLE INC | $7.9M | 3.36% | 31,075 | Trimmed |
| 7 | SCHZ | SCHWAB STRATEGIC TR | $7.2M | 3.08% | 311,242 | Added |
| 8 | PVAL | PUTNAM ETF TRUST | $7.2M | 3.06% | 154,629 | Added |
| 9 | MU | MICRON TECHNOLOGY INC | $7.0M | 2.99% | 20,782 | Trimmed |
| 10 | AVLV | AMERICAN CENTY ETF TR | $5.6M | 2.40% | 69,764 | Added |
| 11 | MOAT | VANECK ETF TRUST | $5.6M | 2.38% | 57,686 | Added |
| 12 | VOE | VANGUARD INDEX FDS | $5.3M | 2.27% | 28,848 | Added |
| 13 | LQD | ISHARES TR | $5.2M | 2.24% | 48,094 | Trimmed |
| 14 | SOXX | ISHARES TR | $5.2M | 2.21% | 15,750 | Added |
| 15 | SLYG | SPDR SERIES TRUST | $4.9M | 2.10% | 50,960 | Added |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | $4.5M | 1.91% | 7,276 | Trimmed |
| 17 | SCHG | SCHWAB STRATEGIC TR | $4.0M | 1.70% | 137,123 | Added |
| 18 | IJR | ISHARES TR | $3.8M | 1.60% | 30,187 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $3.7M | 1.58% | 10,023 | Added |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.44% | 7,046 | Added |
| 21 | DIVI | FRANKLIN TEMPLETON ETF TR | $3.3M | 1.43% | 84,018 | Added |
| 22 | OKE | ONEOK INC NEW | $3.2M | 1.37% | 35,594 | Added |
| 23 | XLU | SELECT SECTOR SPDR TR | $2.9M | 1.25% | 63,799 | Added |
| 24 | TLT | ISHARES TR | $2.9M | 1.22% | 33,073 | Added |
| 25 | LGOV | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.16% | 125,878 | Added |
Source: SEC Form 13F filings · as of 2026-03-31