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CIK: 0001967193
Total reported value
$285.1M
$285.1M
121 檔
20.2%
During the Q3 2025 filing period, Midwest Financial Group LLC (CIK: 0001967193) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $285.1M across 121 reported positions.
In Q3 2025, Midwest Financial Group LLC displayed an active expansion posture, initiating 7 new positions and adding to 32 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 | 6.80% | -0.68% | +1.30% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.53% | +0.33% | +2.18% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.24% | -0.19% | +4.84% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.02% | +0.49% | +1.19% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.83% | -0.26% | -0.12% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 3.24% | +0.68% | +0.73% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.95% | -1.73% | +0.71% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.87% | -0.37% | +2.45% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.69% | -0.12% | -0.43% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.44% | -0.07% | +0.43% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.34% | -0.18% | +0.58% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.18% | -0.24% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.24% | +0.16% | +3.07% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.11% | -0.01% | +1.07% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.01% | +0.13% | +28.10% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.98% | +0.55% | +1.90% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 1.86% | +0.84% | +1.86% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.15% | +6.90% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.50% | -0.01% | +31.77% | |
| 20 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.36% | — | +1.44% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.35% | -0.27% | +0.49% | |
| 22 | FICS | Ft International Dev Cap Str | ETF-Other | 1.33% | -1.07% | EXIT | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 1.31% | -0.37% | -0.25% | |
| 24 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.19% | -0.08% | +0.71% | |
| 25 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 1.18% | -0.11% | -0.13% | |
| 26 | OKE | Oneok Inc | Stock-Energy | 1.17% | -0.31% | +0.66% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.09% | -0.13% | +1.56% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.09% | -0.07% | +3.26% | |
| 29 | DIVI | Franklin International Core | ETF-Other | 0.97% | +0.22% | +57.43% | |
| 30 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.95% | -1.04% | EXIT | |
| 31 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.94% | -0.15% | +0.62% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.04% | +0.31% | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.92% | -0.11% | +1.47% | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.90% | -0.09% | -0.11% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.08% | +3.86% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | +0.01% | -4.05% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.40% | -0.18% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.76% | -0.05% | -2.08% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | -0.82% | EXIT | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.64% | -0.07% | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.22% | +8.29% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.61% | +0.06% | +3.23% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.57% | -0.02% | +0.29% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.55% | -0.08% | -2.03% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.11% | +0.23% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | -0.02% | +0.44% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.13% | +4.51% | |
| 48 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.48% | -0.05% | -1.86% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.46% | -0.04% | +0.67% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.46% | -0.02% | +0.34% |
According to official SEC Form 13F filings, Midwest Financial Group LLC reported a total U.S. public equity portfolio value of $285.1M across 121 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 SCHD, IVW, AVUV) accounted for 20.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
NUW
市值: $643.1K
Top Position Liquidated / Trimmed
KO
前期市值: $265.6K
During Q3 2025, Midwest Financial Group LLC's top holdings by market value included SCHD (6.8%)、IVW (6.5%)、AVUV (5.2%). The largest single position, SCHD, represented 6.8% of total portfolio value.
In Q3 2025, Midwest Financial Group LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 9 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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