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Midwest Financial Group LLC

Q1 2026 · 13F-HR

Midwest Financial Group LLCholdings as filed

Filed 2026-04-22 · accession 0001967193-26-000005

$234.5M
Reported value
126
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287309IVWISHARES TR$13.3M5.67%117,595CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$13.0M5.54%117,507CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$11.7M4.98%380,970CommonNONE
46090E103QQQINVESCO QQQ TR$11.1M4.72%19,194CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$8.6M3.65%42,128CommonNONE
037833100AAPLAPPLE INC$7.9M3.36%31,075CommonNONE
808524839SCHZSCHWAB STRATEGIC TR$7.2M3.08%311,242CommonNONE
746729300PVALPUTNAM ETF TRUST$7.2M3.06%154,629CommonNONE
595112103MUMICRON TECHNOLOGY INC$7.0M2.99%20,782CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$5.6M2.40%69,764CommonNONE
92189F643MOATVANECK ETF TRUST$5.6M2.38%57,686CommonNONE
922908512VOEVANGUARD INDEX FDS$5.3M2.27%28,848CommonNONE
464287242LQDISHARES TR$5.2M2.24%48,094CommonNONE
464287523SOXXISHARES TR$5.2M2.21%15,750CommonNONE
78464A201SLYGSPDR SERIES TRUST$4.9M2.10%50,960CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$4.5M1.91%7,276CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$4.0M1.70%137,123CommonNONE
464287804IJRISHARES TR$3.8M1.60%30,187CommonNONE
594918104MSFTMICROSOFT CORP$3.7M1.58%10,023CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.4M1.44%7,046CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$3.3M1.43%84,018CommonNONE
682680103OKEONEOK INC NEW$3.2M1.37%35,594CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.9M1.25%63,799CommonNONE
464287432TLTISHARES TR$2.9M1.22%33,073CommonNONE
33738D606LGOVFIRST TR EXCHANGE-TRADED FD$2.7M1.16%125,878CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.6M1.11%3,987CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$2.6M1.10%72,932CommonNONE
33738R662FICSFIRST TR EXCHANGE TRADED FD$2.5M1.07%64,411CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.5M1.05%40,289CommonNONE
53700T827DBMFLITMAN GREGORY FDS TR$2.4M1.04%80,922CommonNONE
30231G102XOMEXXON MOBIL CORP$2.4M1.03%14,203CommonNONE
922908611VBRVANGUARD INDEX FDS$2.4M1.02%11,055CommonNONE
023135106AMZNAMAZON COM INC$2.3M1.00%11,267CommonNONE
33737J182FEMFIRST TR EXCH TRD ALPHDX FD$2.0M0.86%66,970CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.0M0.85%2,004CommonNONE
464288414MUBISHARES TR$1.9M0.82%18,197CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$1.8M0.78%36,944CommonNONE
902973304USBUS BANCORP$1.8M0.75%33,734CommonNONE
097023105BABOEING CO$1.7M0.75%8,782CommonNONE
67066G104NVDANVIDIA CORPORATION$1.6M0.69%9,339CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$1.4M0.58%9,356CommonNONE
747525103QCOMQUALCOMM INC$1.4M0.58%10,630CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$1.3M0.57%18,380CommonNONE
922908744VTVVANGUARD INDEX FDS$1.3M0.57%6,815CommonNONE
75513E101RTXRTX CORPORATION$1.3M0.57%6,875CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$1.2M0.53%19,894CommonNONE
75526L886FEGERBB FUND TRUST$1.2M0.52%25,768CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.2M0.51%14,570CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.2M0.50%47,004CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$1.2M0.49%24,638CommonNONE
92189F676SMHVANECK ETF TRUST$1.1M0.48%2,925CommonNONE
922908769VTIVANGUARD INDEX FDS$1.1M0.46%3,342CommonNONE
02079K305GOOGLALPHABET INC$1.0M0.44%3,573CommonNONE
72201R866MUNIPIMCO ETF TR$939,0530.40%17,993CommonNONE
11135F101AVGOBROADCOM INC$935,4290.40%3,022CommonNONE
316773100FITBFIFTH THIRD BANCORP$910,6160.39%19,600CommonNONE
464287499IWRISHARES TR$852,1840.36%8,765CommonNONE
92826C839VVISA INC$841,0060.36%2,783CommonNONE
025816109AXPAMERICAN EXPRESS CO$826,6530.35%2,733CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$823,2500.35%23,132CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$812,6050.35%19,102CommonNONE
46429B697USMVISHARES TR$807,1240.34%8,703CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$799,6920.34%16,758CommonNONE
922908363VOOVANGUARD INDEX FDS$788,1210.34%1,319CommonNONE
038222105AMATAPPLIED MATLS INC$778,6930.33%2,278CommonNONE
126408103CSXCSX CORP$767,6350.33%18,700CommonNONE
518415104LSCCLATTICE SEMICONDUCTOR CORP$716,5710.31%7,725CommonNONE
166764100CVXCHEVRON CORPORATION$690,5340.29%3,338CommonNONE
57636Q104MAMASTERCARD INCORPORATED$671,1280.29%1,343CommonNONE
464285204IAUISHARES GOLD TR$616,8560.26%6,997CommonNONE
87283Q701TBUXT ROWE PRICE ETF INC$606,9320.26%12,200CommonNONE
670695105NUWNUVEEN AMT-FREE MUN VALUE FD$604,7120.26%42,199CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$596,7400.25%24,111CommonNONE
512807306LRCXLAM RESEARCH CORP$593,1670.25%2,776CommonNONE
742718109PGPROCTER & GAMBLE CO$549,8830.23%3,807CommonNONE
68235P108OGSONE GAS INC$535,1590.23%6,213CommonNONE
37954Y871URAGLOBAL X FDS$497,3760.21%10,270CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$493,5920.21%6,275CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$488,4450.21%1,775CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$480,7620.21%2,973CommonNONE
478160104JNJJOHNSON & JOHNSON$478,6320.20%1,958CommonNONE
025072307QGROAMERICAN CENTY ETF TR$460,2930.20%4,382CommonNONE
78464A763SDYSPDR SERIES TRUST$449,4640.19%3,080CommonNONE
931142103WMTWALMART INC$448,1760.19%3,606CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$446,9100.19%8,881CommonNONE
256677105DGDOLLAR GEN CORP$443,3380.19%3,734CommonNONE
907818108UNPUNION PAC CORP$442,8390.19%1,825CommonNONE
713448108PEPPEPSICO INC$437,8940.19%2,820CommonNONE
68389X105ORCLORACLE CORP$427,0140.18%2,903CommonNONE
580135101MCDMCDONALDS CORP$401,2530.17%1,291CommonNONE
464287655IWMISHARES TR$395,7640.17%1,596CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$371,2210.16%4,683CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$353,8780.15%1,844CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$349,2710.15%3,151CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$335,0610.14%8,721CommonNONE
20825C104COPCONOCOPHILLIPS$332,2440.14%2,517CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$330,3560.14%5,828CommonNONE
37954Y384BUGGLOBAL X FDS$323,4170.14%12,880CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$307,4110.13%2,076CommonNONE
060505104BACBANK AMERICA CORP$297,8860.13%6,110CommonNONE
46625H100JPMJPMORGAN CHASE & CO$297,1980.13%1,010CommonNONE
922908629VOVANGUARD INDEX FDS$290,3730.12%1,011CommonNONE
88160R101TSLATESLA INC$284,0170.12%764CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$283,1510.12%2,131CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$277,2220.12%2,544CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$265,4840.11%981CommonNONE
464287200IVVISHARES TR$263,4970.11%403CommonNONE
464287465EFAISHARES TR$253,8010.11%2,613CommonNONE
02079K107GOOGALPHABET INC$252,8970.11%882CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$249,8340.11%5,256CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$245,4270.10%4,971CommonNONE
42704L104HRIHERC HLDGS INC$245,3910.10%2,465CommonNONE
001055102AFLAFLAC INC$239,2510.10%2,181CommonNONE
00287Y109ABBVABBVIE INC$233,1020.10%1,072CommonNONE
78433H675QQQINEOS ETF TRUST$228,5740.10%4,600CommonNONE
464288687PFFISHARES TR$226,3390.10%7,465CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$222,6860.09%10,300CommonNONE
654106103NKENIKE INC$219,6260.09%4,158CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$219,3300.09%649CommonNONE
92204A702VGTVANGUARD WORLD FD$218,8380.09%314CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$208,2100.09%2,590CommonNONE
30034W106EVRGEVERGY INC$207,7750.09%2,536CommonNONE
844741108LUVSOUTHWEST AIRLS CO$203,8790.09%5,427CommonNONE
14057J101CFFNCAPITOL FED FINL INC$102,8650.04%14,427CommonNONE
74640Y106PRPLPURPLE INNOVATION INC$76,0380.03%115,000CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$31,1140.01%10,135CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.