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CIK: 0002026480
Total reported value
$246.2M
$246.2M
211 檔
41.0%
The Q3 2025 SEC filing reveals that Midwest Capital Advisors, LLC held a total portfolio value of $246.2M, covering 211 public equity positions.
In Q3 2025, Midwest Capital Advisors, LLC displayed an active expansion posture, initiating 35 new positions and adding to 38 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.24% | +6.33% | +1.19% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 11.65% | +0.53% | +23.04% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.17% | -4.64% | -7.05% | |
| 4 | BIDD | Ishares International Divide | ETF-Other | 8.74% | -0.08% | -29.43% | |
| 5 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.91% | -4.37% | +13.97% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 6.65% | -0.12% | +88.90% | |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.04% | +0.76% | +101.25% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.76% | -1.07% | +10.00% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.65% | -0.59% | +40.27% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.80% | -0.95% | -15.04% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.78% | -1.05% | +4.83% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.70% | -0.65% | +7.55% | |
| 13 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.55% | -0.18% | +5.33% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.28% | -0.12% | -6.48% | |
| 15 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.24% | +0.70% | +3.56% | |
| 16 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.99% | -0.08% | — | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.94% | +0.22% | -22.49% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.28% | -0.08% | +0.06% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.04% | +0.01% | -7.72% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | -0.03% | +0.57% | |
| 21 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.66% | -0.35% | +46.33% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.62% | +0.37% | +5.91% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | — | +1.35% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.03% | +3.06% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | -0.01% | +0.27% | |
| 26 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.41% | -0.07% | -0.45% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.40% | +0.02% | -88.39% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | +0.01% | +0.42% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | +0.13% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -0.47% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.27% | — | -3.46% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | — | -15.80% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.25% | -0.10% | -76.01% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.23% | -0.22% | EXIT | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.01% | -1.89% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.21% | -2.20% | -1.26% | |
| 37 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.21% | -0.03% | +1.11% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.20% | — | -54.61% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.19% | -0.03% | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | — | +2.32% | |
| 41 | DTE | Dte Energy Company | Stock-Utilities | 0.17% | -0.02% | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | — | +0.99% | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.15% | -0.81% | -1.52% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.02% | +1.67% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.12% | — | — | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.11% | -0.01% | -1.62% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.10% | -0.01% | +0.95% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.02% | +0.44% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.10% | -0.02% | +0.14% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.10% | -0.02% | +0.30% |
According to official SEC Form 13F filings, Midwest Capital Advisors, LLC reported a total U.S. public equity portfolio value of $246.2M across 211 disclosed positions in Q3 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 SCHG, DYNF, QUAL) accounted for 41.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BAI
市值: $8.4M
Top Position Liquidated / Trimmed
IXC
前期市值: $77.8K
During Q3 2025, Midwest Capital Advisors, LLC's top holdings by market value included SCHG (12.2%)、DYNF (11.7%)、QUAL (9.2%). The largest single position, SCHG, represented 12.2% of total portfolio value.
In Q3 2025, Midwest Capital Advisors, LLC made 128 total portfolio adjustments, initiating 35 new buys, adding to 38 positions, trimming 46 holdings, and fully liquidating 9 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.
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