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
192 檔
39.5%
During the Q4 2025 filing period, Midwest Capital Advisors, LLC (CIK: 0002026480) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $246.2M across 192 reported positions.
Midwest Capital Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 16 new positions while fully exiting 33 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 12.39% | +0.53% | +4.22% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.33% | +6.33% | -0.78% | |
| 3 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 9.15% | -4.37% | +33.25% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 7.18% | -0.12% | +5.42% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.59% | -4.64% | -39.94% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.56% | -1.05% | +69.50% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 4.31% | -0.59% | +6.61% | |
| 8 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.29% | +0.76% | +9.77% | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.90% | -1.07% | +2.74% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.11% | -2.20% | +1317.42% | |
| 11 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.82% | +0.70% | +18.82% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.80% | -0.65% | +7.06% | |
| 13 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.54% | -0.18% | +0.38% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.26% | -0.12% | +0.68% | |
| 15 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.96% | -0.08% | +7.26% | |
| 16 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.91% | +0.22% | -1.22% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.64% | -0.81% | +1028.65% | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.41% | -0.95% | -48.55% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | -0.08% | +0.05% | |
| 20 | BIDD | Ishares International Divide | ETF-Other | 1.22% | -0.08% | -86.34% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.16% | +0.01% | +9.62% | |
| 22 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.97% | -0.02% | — | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.90% | -0.10% | +258.75% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | -0.03% | +0.99% | |
| 25 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.69% | -0.35% | +6.43% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | — | -3.01% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.03% | -1.22% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.01% | +1.42% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.39% | -0.07% | +0.71% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.37% | +0.02% | +0.10% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | +0.37% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | +0.01% | -16.60% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.30% | — | +7.33% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | — | +0.17% | |
| 35 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.23% | -0.03% | +11.64% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | -0.22% | EXIT | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.01% | -9.31% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.19% | — | -10.52% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.18% | -0.03% | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | — | -6.74% | |
| 41 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 0.16% | — | — | |
| 42 | DTE | Dte Energy Company | Stock-Utilities | 0.15% | -0.02% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.02% | -1.31% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | — | -3.88% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.14% | +0.02% | -66.06% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.02% | — | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.12% | — | +0.34% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.11% | -0.01% | +49.82% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | -0.01% | +1.01% | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.10% | -0.01% | -0.74% |
According to official SEC Form 13F filings, Midwest Capital Advisors, LLC reported a total U.S. public equity portfolio value of $246.2M across 192 disclosed positions in Q4 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 DYNF, SCHG, SPEM) accounted for 39.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
SYSB
市值: $2.0M
Top Position Liquidated / Trimmed
LULU
前期市值: $76.5K
During Q4 2025, Midwest Capital Advisors, LLC's top holdings by market value included DYNF (12.4%)、SCHG (12.3%)、SPEM (9.2%). The largest single position, DYNF, represented 12.4% of total portfolio value.
In Q4 2025, Midwest Capital Advisors, LLC made 134 total portfolio adjustments, initiating 16 new buys, adding to 50 positions, trimming 35 holdings, and fully liquidating 33 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.