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CIK: 0001967193
Total reported value
$285.1M
$285.1M
114 檔
18.1%
The Q2 2025 SEC filing reveals that Midwest Financial Group LLC held a total portfolio value of $285.1M, covering 114 public equity positions.
In Q2 2025, Midwest Financial Group LLC displayed an active expansion posture, initiating 7 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.19% | -0.68% | +30.02% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.43% | +0.33% | -3.33% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.04% | -0.19% | +3.79% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.02% | +0.49% | +31.00% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.41% | -0.26% | -11.73% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.18% | -1.73% | -15.28% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 3.11% | +0.68% | +6.40% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.06% | -0.37% | +18.44% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.82% | -0.12% | +0.45% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.54% | -0.07% | -3.84% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.18% | +1.96% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.41% | -0.18% | +1.61% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.26% | +0.16% | -0.10% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.12% | -0.01% | +0.12% | |
| 15 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.89% | +0.55% | +2.67% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.15% | +37.96% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.63% | +0.13% | +14.17% | |
| 18 | FICS | Ft International Dev Cap Str | ETF-Other | 1.50% | -1.07% | EXIT | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 1.48% | +0.84% | +4.90% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.46% | -0.27% | +1.15% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.44% | -0.31% | -1.45% | |
| 22 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.41% | — | -53.09% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.37% | -0.37% | -3.04% | |
| 24 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.24% | -0.08% | +3.06% | |
| 25 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 1.18% | -0.11% | -3.66% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.15% | -0.01% | +2.83% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.11% | -0.13% | +1.89% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.09% | -0.07% | +0.14% | |
| 29 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.02% | -0.15% | -11.68% | |
| 30 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.99% | -0.11% | -14.96% | |
| 31 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.97% | -1.04% | EXIT | |
| 32 | BA | Boeing Co/the | Stock-Industrials | 0.97% | -0.09% | +2.03% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.08% | +33.71% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.01% | +5.62% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.40% | +1.81% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.80% | -0.05% | +2.75% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.82% | EXIT | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.75% | -0.07% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.04% | +27.49% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.70% | -0.07% | -1.53% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.22% | +19.00% | |
| 42 | DIVI | Franklin International Core | ETF-Other | 0.65% | +0.22% | +94.26% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.64% | -0.08% | -3.41% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | +0.06% | +28.48% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.58% | -0.02% | +0.30% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | -0.02% | — | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.53% | -0.05% | +20.86% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.11% | +2.06% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.04% | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.46% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +31.00% | Add |
| 2 | AMD | Advanced Micro Devices | +0.8% | +6.40% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.7% | +30.02% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | +1.96% | Add |
| 5 | MU | Micron Technology Inc | +0.4% | +4.90% | Add |
| 6 | DIVI | Franklin International Core | +0.3% | +94.26% | Add |
| 7 | SOXX | Ishares Semiconductor ETF | +0.3% | +2.67% | Add |
| 8 | MUB | Ishares National Muni Bond E | +0.3% | +77.42% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +33.71% | Add |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -3.33% | Trim |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +18.44% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +34.19% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +37.96% | Add |
| 14 | XLI | Ss Industrial Select Sector | +0.2% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +27.49% | Add |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.2% | +14.17% | Add |
| 17 | IWR | Ishares Russell Mid-cap ETF | +0.2% | NEW | New buy |
| 18 | QGRO | American Century US Quality | +0.1% | NEW | New buy |
| 19 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 20 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 21 | BA | Boeing Co/the | +0.1% | +2.03% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +2.64% | Add |
| 23 | ARKF | Ark Blockchain & Fintech Inn | +0.1% | NEW | New buy |
| 24 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 25 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +16.69% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +5.25% | Add |
| 27 | SCHG | Schwab US Large-cap Growth | +0.1% | +2.83% | Add |
| 28 | SMH | Vaneck Semiconductor ETF | +0.1% | +3.55% | Add |
| 29 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | — | Unchanged |
| 30 | COST | Costco Wholesale CORP | +0.1% | +19.00% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.11% | Add |
| 32 | XLV | Ss Health Care Select Sector | +0.1% | +28.48% | Add |
| 33 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | 0% | +3.06% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.62% | Add |
| 35 | FICS | Ft International Dev Cap Str | 0% | +1.60% | Add |
| 36 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | +0.45% | Add |
| 37 | AVUV | Avantis US Small Cap Value | -0.1% | +3.79% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.1% | +0.12% | Add |
| 39 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 40 | AVLV | Avantis US Large Cap Value | -0.1% | -0.10% | Trim |
| 41 | EVRG | Evergy Inc | -0.2% | EXIT | Sold out |
| 42 | VOE | Vanguard Mid-cap Value ETF | -0.2% | +1.61% | Add |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | -23.55% | Trim |
| 44 | LGOV | First Tr Long Duration O-etf | -0.3% | -11.68% | Trim |
| 45 | LMBS | First Trust Low Duration Opp | -0.3% | -14.96% | Trim |
| 46 | XLE | Ss Energy Select Sector | -0.4% | -3.04% | Trim |
| 47 | OKE | Oneok Inc | -0.5% | -1.45% | Trim |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.9% | -15.28% | Trim |
| 49 | AAPL | Apple Inc | -1.2% | -11.73% | Trim |
| 50 | RDVI | Ft Vest Rising Dividend Achi | -1.8% | -53.09% | Trim |
According to official SEC Form 13F filings, Midwest Financial Group LLC reported a total U.S. public equity portfolio value of $285.1M across 114 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 SCHD, IVW, AVUV) accounted for 18.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLI
市值: $352.3K
Top Position Liquidated / Trimmed
EVRG
前期市值: $262.2K
During Q2 2025, Midwest Financial Group LLC's top holdings by market value included SCHD (7.2%)、IVW (6.4%)、AVUV (5.0%). The largest single position, SCHD, represented 7.2% of total portfolio value.
In Q2 2025, Midwest Financial Group LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 10 holdings, and fully liquidating 2 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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