MidWestOne Financial Group, Inc. 13F Holdings · last filed Q4 2025
MidWestOne Financial Group, Inc. reported 304 securities worth $900.46M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: MOFG (17.34%), SCHV (3.91%), AAPL (3.90%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOFG | MIDWESTONE FINL GROUP INC NE | $156.1M | 17.34% | 4.1M | Trimmed |
| 2 | SCHV | SCHWAB STRATEGIC TR | $35.2M | 3.91% | 1.2M | Added |
| 3 | AAPL | APPLE INC | $35.1M | 3.90% | 129,033 | Trimmed |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $32.1M | 3.57% | 264,062 | Added |
| 5 | SPYM | SPDR SERIES TRUST | $24.8M | 2.75% | 309,089 | Added |
| 6 | MUB | ISHARES TR | $24.3M | 2.70% | 227,052 | Added |
| 7 | IEFA | ISHARES TR | $24.0M | 2.67% | 268,262 | Added |
| 8 | SCHB | SCHWAB STRATEGIC TR | $18.9M | 2.10% | 720,616 | Added |
| 9 | SPAB | SPDR SERIES TRUST | $16.3M | 1.81% | 631,343 | Added |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | $15.8M | 1.75% | 208,197 | Trimmed |
| 11 | AGG | ISHARES TR | $14.6M | 1.62% | 145,786 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $14.3M | 1.58% | 29,487 | Trimmed |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $14.2M | 1.58% | 178,381 | Added |
| 14 | MU | MICRON TECHNOLOGY INC | $10.5M | 1.17% | 36,909 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO. | $9.6M | 1.07% | 29,866 | Trimmed |
| 16 | GOOG | ALPHABET INC | $7.6M | 0.84% | 24,121 | Trimmed |
| 17 | ABBV | ABBVIE INC | $7.2M | 0.80% | 31,422 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $6.9M | 0.77% | 6,414 | Added |
| 19 | AVGO | BROADCOM INC | $6.6M | 0.73% | 18,996 | Trimmed |
| 20 | META | META PLATFORMS INC | $6.6M | 0.73% | 9,989 | Added |
| 21 | MLN | VANECK ETF TRUST | $6.5M | 0.72% | 369,222 | Added |
| 22 | UMBF | UMB FINL CORP | $6.4M | 0.71% | 55,956 | Trimmed |
| 23 | UAL | UNITED AIRLS HLDGS INC | $5.7M | 0.64% | 51,294 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $5.7M | 0.63% | 24,504 | Added |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 0.62% | 11,135 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR