Midwestern Financial, LLC /IA 13F Holdings · Q2 2026
Midwestern Financial, LLC /IA reported 54 securities worth $142.83M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (10.84%), AGG (7.43%), FLV (7.31%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $15.5M | 10.84% | 20,736 | Added |
| 2 | AGG | ISHARES TR | $10.6M | 7.43% | 107,267 | Added |
| 3 | FLV | AMERICAN CENTY ETF TR | $10.4M | 7.31% | 128,393 | Added |
| 4 | ACWX | ISHARES TR | $9.7M | 6.80% | 127,559 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $8.0M | 5.62% | 83,210 | Trimmed |
| 6 | AVDE | AMERICAN CENTY ETF TR | $7.4M | 5.18% | 82,988 | Added |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $6.3M | 4.43% | 125,148 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $5.0M | 3.49% | 22,887 | Trimmed |
| 9 | SCHB | SCHWAB STRATEGIC TR | $4.6M | 3.23% | 159,235 | Trimmed |
| 10 | SCHA | SCHWAB STRATEGIC TR | $4.2M | 2.95% | 116,492 | Added |
| 11 | VTI | VANGUARD INDEX FDS | $3.8M | 2.68% | 10,341 | Trimmed |
| 12 | VO | VANGUARD INDEX FDS | $3.7M | 2.62% | 46,442 | Added |
| 13 | IAGG | ISHARES TR | $3.6M | 2.51% | 70,882 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $3.5M | 2.45% | 69,173 | Added |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $3.3M | 2.29% | 20,796 | Added |
| 16 | QQQ | INVESCO QQQ TR | $3.2M | 2.26% | 4,390 | Hold |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $3.1M | 2.17% | 43,552 | Trimmed |
| 18 | SHYD | VANECK ETF TRUST | $2.8M | 1.99% | 124,317 | Added |
| 19 | VBR | VANGUARD INDEX FDS | $2.8M | 1.98% | 11,654 | Trimmed |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $2.1M | 1.49% | 36,541 | Trimmed |
| 21 | QUAL | ISHARES TR | $2.1M | 1.45% | 9,427 | Trimmed |
| 22 | SUB | ISHARES TR | $2.0M | 1.41% | 18,880 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 1.30% | 7,857 | Added |
| 24 | META | META PLATFORMS INC | $1.8M | 1.29% | 3,283 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $1.7M | 1.22% | 8,712 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR