13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002026480
Total reported value
$246.2M
$246.2M
188 檔
39.3%
In Q2 2025, Midwest Capital Advisors, LLC's U.S. equity holdings reached a combined market value of $246.2M, distributed across 188 disclosed stock positions.
During Q2 2025, Midwest Capital Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIDD | Ishares International Divide | ETF-Other | 13.20% | -0.08% | +22.50% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.11% | +6.33% | -26.76% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.14% | -4.64% | +5.39% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.52% | +0.53% | +5.73% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.05% | -4.37% | +81.56% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 3.55% | -0.95% | +34.21% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 3.52% | -0.12% | +66.11% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.51% | -1.07% | — | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.36% | +0.02% | -10.71% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.74% | -0.65% | — | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.71% | -1.05% | -0.94% | |
| 12 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.70% | +0.22% | -1.31% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.65% | -0.12% | +4.92% | |
| 14 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.64% | -0.18% | +3.55% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 2.44% | -0.59% | +17.95% | |
| 16 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.23% | +0.70% | +16.66% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.85% | +0.76% | — | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.32% | -0.08% | -13.29% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.15% | -0.10% | -46.13% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.14% | +0.01% | -1.01% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | -0.03% | -5.73% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.64% | +0.37% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.03% | +0.18% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | — | +0.02% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | -0.01% | — | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.46% | — | -85.35% | |
| 27 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.44% | -0.35% | -38.00% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.44% | -0.07% | -13.02% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.41% | +0.01% | -14.96% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -5.95% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | — | -6.51% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.29% | — | +1.91% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | -0.22% | EXIT | |
| 35 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.22% | -0.03% | -2.26% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | +0.01% | +1.92% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.03% | — | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.22% | -2.20% | -6.54% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | — | -60.90% | |
| 40 | DTE | Dte Energy Company | Stock-Utilities | 0.17% | -0.02% | — | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.16% | -0.81% | -7.89% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.16% | -0.07% | EXIT | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.16% | — | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.02% | — | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.13% | — | -40.96% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | -1.75% | |
| 47 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.11% | -0.01% | -67.12% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | -0.01% | — | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.10% | -0.02% | -15.25% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.10% | -0.02% | — |
According to official SEC Form 13F filings, Midwest Capital Advisors, LLC reported a total U.S. public equity portfolio value of $246.2M across 188 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIDD, SCHG, QUAL) accounted for 39.3% of total reported equity market value during Q2 2025.
During Q2 2025, Midwest Capital Advisors, LLC's top holdings by market value included BIDD (13.2%)、SCHG (12.1%)、QUAL (10.1%). The largest single position, BIDD, represented 13.2% of total portfolio value.
In Q2 2025, Midwest Capital Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.