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.
Midwestern Financial, LLC /IA (CIK 2083276) reported $127.1M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($13.0M, 10.21%), AGG ($9.8M, 7.70%), FLV ($9.4M, 7.43%), ACWX ($8.3M, 6.50%), AVEM ($6.8M, 5.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.0M | 10.21% | 19,960 | Added |
| 2 | AGG | ISHARES TR | $9.8M | 7.70% | 98,565 | Added |
| 3 | FLV | AMERICAN CENTY ETF TR | $9.4M | 7.43% | 123,191 | Added |
| 4 | ACWX | ISHARES TR | $8.3M | 6.50% | 120,651 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $6.8M | 5.31% | 83,826 | Added |
| 6 | AVDE | AMERICAN CENTY ETF TR | $6.7M | 5.30% | 79,477 | Added |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $5.5M | 4.36% | 109,507 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $4.9M | 3.89% | 25,204 | Trimmed |
| 9 | SCHB | SCHWAB STRATEGIC TR | $4.5M | 3.56% | 180,295 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $3.5M | 2.79% | 11,039 | Trimmed |
| 11 | IAGG | ISHARES TR | $3.4M | 2.66% | 67,458 | Added |
| 12 | SCHA | SCHWAB STRATEGIC TR | $3.0M | 2.39% | 104,298 | Added |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 2.29% | 45,407 | Trimmed |
| 14 | VO | VANGUARD INDEX FDS | $2.9M | 2.29% | 10,139 | Added |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $2.9M | 2.26% | 20,737 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $2.7M | 2.16% | 55,048 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $2.6M | 2.05% | 11,969 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $2.5M | 1.99% | 4,390 | Added |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.72% | 37,415 | Trimmed |
| 20 | SHYD | VANECK ETF TRUST | $2.1M | 1.67% | 93,502 | Added |
| 21 | SUB | ISHARES TR | $1.9M | 1.52% | 18,124 | Trimmed |
| 22 | META | META PLATFORMS INC | $1.9M | 1.48% | 3,280 | Added |
| 23 | QUAL | ISHARES TR | $1.8M | 1.45% | 9,623 | Trimmed |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $1.7M | 1.32% | 7,824 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $1.5M | 1.19% | 8,700 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31