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CIK: 0002026480
Total reported value
$246.2M
$246.2M
199 檔
41.4%
At the close of Q1 2026, Midwest Capital Advisors, LLC disclosed equity holdings valued at approximately $246.2M, spread across 199 reported holdings.
In Q1 2026, Midwest Capital Advisors, LLC displayed an active expansion posture, initiating 19 new positions and adding to 47 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 17.58% | +6.33% | +63.60% | |
| 2 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 10.10% | +0.98% | — | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.02% | +0.53% | -22.06% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.59% | -4.37% | -37.46% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.31% | -4.64% | +0.90% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 4.45% | -1.05% | +4.39% | |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.26% | +0.76% | +2.77% | |
| 8 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 3.69% | -1.07% | +3.14% | |
| 9 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 3.57% | +0.70% | +27.46% | |
| 10 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.18% | -0.08% | +52.21% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.77% | -0.65% | +1.86% | |
| 12 | USTB | Victoryshares Short-term Bon | ETF-Other | 2.64% | -0.18% | +7.13% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.63% | -2.20% | -16.93% | |
| 14 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.21% | +0.22% | +18.84% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.95% | -0.59% | -57.35% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.87% | -0.12% | -13.70% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.74% | -0.81% | +11.61% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.73% | +3.03% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.32% | -0.08% | +1.22% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.21% | +0.01% | +11.72% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.07% | -0.95% | -21.74% | |
| 22 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 1.04% | -0.02% | +11.81% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | -0.03% | +0.08% | |
| 24 | BIDD | Ishares International Divide | ETF-Other | 0.66% | -0.08% | -44.15% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | +6.85% | |
| 26 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.51% | -0.35% | -26.92% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.03% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.01% | +0.13% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.36% | -0.07% | -0.52% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | +7.73% | |
| 31 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.34% | — | +16.22% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.34% | +0.01% | +0.99% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | — | +4.17% | |
| 35 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.23% | -0.10% | -73.94% | |
| 36 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.23% | -0.03% | +2.42% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.22% | -0.22% | EXIT | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.19% | — | -7.28% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | +0.01% | — | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | — | -0.14% | |
| 41 | DTE | Dte Energy Company | Stock-Utilities | 0.17% | -0.02% | — | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.16% | -0.03% | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | — | — | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.15% | -0.12% | -97.74% | |
| 45 | AAEQ | Alpha Architct US Eqty 2 ETF | ETF-Other | 0.14% | — | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.02% | +3.32% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | +14.16% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | -0.01% | — | |
| 49 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.11% | -0.01% | +4.06% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | — | -8.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | +5.3% | +63.60% | Add |
| 2 | SHLD | Global X Defense Tech ETF | +1.2% | +52.21% | Add |
| 3 | PVAL | Putnam Focused Lrg Cap Value | +0.8% | +27.46% | Add |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.3% | +18.84% | Add |
| 5 | USTB | Victoryshares Short-term Bon | +0.1% | +7.13% | Add |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +11.61% | Add |
| 7 | SYSB | Ishares Systematic Bond ETF | +0.1% | +11.81% | Add |
| 8 | SCHB | Schwab US Broad Market ETF | +0.1% | +11.72% | Add |
| 9 | CWI | State Street Spdr Msci Acwi | 0% | +16.22% | Add |
| 10 | JNJ | Johnson & Johnson | 0% | +335.00% | Add |
| 11 | COST | Costco Wholesale CORP | 0% | +14.16% | Add |
| 12 | VTV | Vanguard Value ETF | 0% | +1.22% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +150.00% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +62.46% | Add |
| 15 | DTE | Dte Energy Company | 0% | — | Unchanged |
| 16 | MRK | Merck & Co. Inc. | 0% | +114.94% | Add |
| 17 | DE | Deere & Co | 0% | +135.56% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +39.84% | Add |
| 19 | PG | Procter & Gamble Co/the | 0% | +66.00% | Add |
| 20 | SCHM | Schwab US Mid Cap ETF | 0% | +0.99% | Add |
| 21 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 22 | LOW | Lowe's Cos Inc | 0% | +41.50% | Add |
| 23 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 24 | AAPL | Apple Inc | 0% | +18.71% | Add |
| 25 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 26 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 27 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 28 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 29 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 30 | VEA | Vanguard Ftse Developed ETF | — | +0.08% | Add |
| 31 | SCHD | Schwab US Dvd Equity ETF | — | — | Unchanged |
| 32 | IVV | Ishares Core S&p 500 ETF | — | +7.73% | Add |
| 33 | ED | Consolidated Edison Inc | — | — | Unchanged |
| 34 | BKNG | Booking Holdings Inc | — | — | Unchanged |
| 35 | WMT | Walmart Inc | — | — | Unchanged |
| 36 | IJR | Ishares Core S&p Small-cap E | — | -0.14% | Trim |
| 37 | TSLA | Tesla Inc | — | +800.00% | Add |
| 38 | ABT | Abbott Laboratories | — | +0.27% | Add |
| 39 | SUSB | Ishares Esg Aware 1-5 Year U | — | +2.42% | Add |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | — | — | Unchanged |
| 41 | KLAC | Kla CORP | — | — | Unchanged |
| 42 | HYDB | Ishares High Yield Systemati | — | -6.63% | Trim |
| 43 | SUSC | Ishares Esg Aware Usd Corpor | — | +4.06% | Add |
| 44 | VXUS | Vanguard Total Intl Stock | — | — | Unchanged |
| 45 | HON | Honeywell International Inc | — | — | Unchanged |
| 46 | TPLC | Timothy Pln US Lrg/mid Cap | — | +2.52% | Add |
| 47 | PSX | Phillips 66 | — | — | Unchanged |
| 48 | IFRA | Ishares US Infrastructure | — | -12.09% | Trim |
| 49 | FIS | Fidelity National Info Serv | — | — | Unchanged |
| 50 | COP | Conocophillips | — | — | Unchanged |
According to official SEC Form 13F filings, Midwest Capital Advisors, LLC reported a total U.S. public equity portfolio value of $246.2M across 199 disclosed positions in Q1 2026.
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, CORO, DYNF) accounted for 41.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CORO
市值: $21.6M
Top Position Liquidated / Trimmed
BUFR
前期市值: $41.0K
During Q1 2026, Midwest Capital Advisors, LLC's top holdings by market value included SCHG (17.6%)、CORO (10.1%)、DYNF (9.0%). The largest single position, SCHG, represented 17.6% of total portfolio value.
In Q1 2026, Midwest Capital Advisors, LLC made 110 total portfolio adjustments, initiating 19 new buys, adding to 47 positions, trimming 28 holdings, and fully liquidating 16 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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