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: 0001967193
Total reported value
$295.3M
$295.3M
123 檔
19.2%
According to the latest 13F quarterly dataset, Midwest Financial Group LLC managed an equity portfolio of $295.3M at the end of Q4 2025, spanning 123 distinct U.S. exchange-listed positions.
In Q4 2025, Midwest Financial Group LLC displayed an active expansion posture, initiating 8 new positions and adding to 60 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.19% | +0.18% | +0.19% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.08% | -0.33% | +2.13% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.05% | -0.06% | +6.09% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.72% | — | -25.47% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 4.00% | +0.04% | +0.67% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.34% | -1.10% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 3.12% | -0.16% | +17.68% | |
| 8 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 3.03% | +0.01% | — | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 2.92% | -0.50% | -0.79% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.60% | -0.02% | +0.05% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.36% | -0.06% | -12.91% | |
| 12 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.26% | +0.07% | +3.90% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.25% | -0.06% | +2.39% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.07% | -0.11% | +1.17% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.04% | -0.19% | +9.66% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | +0.47% | -2.14% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.95% | -0.16% | -14.59% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.69% | +0.06% | +18.89% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.62% | -0.15% | -17.91% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.01% | +0.06% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.24% | -0.09% | +2.18% | |
| 22 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.17% | -0.10% | +33.53% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.16% | -0.09% | +134.50% | |
| 24 | OKE | Oneok Inc | Stock-Energy | 1.15% | -1.06% | EXIT | |
| 25 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.15% | — | +1.46% | |
| 26 | FICS | Ft International Dev Cap Str | ETF-Other | 1.15% | — | -11.62% | |
| 27 | DIVI | Franklin International Core | ETF-Other | 1.14% | +0.28% | +21.90% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | -0.01% | +0.25% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.04% | -0.08% | +1.15% | |
| 30 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 1.00% | — | +10.37% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | -0.06% | +28.42% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.02% | +21.82% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.83% | -0.10% | -1.08% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.83% | — | +20.16% | |
| 35 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 0.83% | — | -25.16% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | +0.09% | +35.98% | |
| 37 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.81% | -0.03% | -4.71% | |
| 38 | USB | US Bancorp | Stock-Financials | 0.80% | -0.06% | +3.04% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | +0.02% | +42.38% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.63% | EXIT | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.10% | +51.85% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.63% | +0.06% | +1.09% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | -0.03% | +33.65% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.58% | +0.05% | — | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.58% | -0.05% | +0.01% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.56% | -0.03% | +0.07% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.54% | +0.01% | +0.22% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.50% | -0.03% | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.01% | -0.15% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.50% | -0.03% | -1.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -0.79% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.8% | +0.67% | Add |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | +0.3% | +17.68% | Add |
| 4 | LGOV | First Tr Long Duration O-etf | +0.2% | +33.53% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +51.85% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.2% | +18.89% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.25% | Add |
| 8 | DIVI | Franklin International Core | +0.2% | +21.90% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +28.42% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +21.82% | Add |
| 11 | COST | Costco Wholesale CORP | +0.1% | +42.38% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | +61.46% | Add |
| 13 | VTV | Vanguard Value ETF | +0.1% | +33.65% | Add |
| 14 | FEGE | First Eagle Gl Equity ETF | +0.1% | +75.86% | Add |
| 15 | SOXX | Ishares Semiconductor ETF | +0.1% | +1.17% | Add |
| 16 | MUB | Ishares National Muni Bond E | +0.1% | +20.16% | Add |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +134.50% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 19 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +29.87% | Add |
| 20 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +32.19% | Add |
| 21 | CEF | Sprott Physical Gold And Sil | +0.1% | +6.86% | Add |
| 22 | DBMF | Imgp Dbi Managed Futures Str | +0.1% | +10.37% | Add |
| 23 | USB | US Bancorp | 0% | +3.04% | Add |
| 24 | AMAT | Applied Materials Inc | 0% | +0.22% | Add |
| 25 | DG | Dollar General CORP | 0% | — | Unchanged |
| 26 | BUG | Global X Cybersecurity ETF | 0% | +72.24% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.09% | Add |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +9.66% | Add |
| 29 | FITB | Fifth Third Bancorp | 0% | +12.77% | Add |
| 30 | SCHF | Schwab Intl Equity ETF | 0% | +19.00% | Add |
| 31 | AVLV | Avantis US Large Cap Value | 0% | +3.90% | Add |
| 32 | XLV | Ss Health Care Select Sector | 0% | +1.09% | Add |
| 33 | AXP | American Express Co | 0% | — | Unchanged |
| 34 | HRI | Herc Holdings Inc | 0% | +3.61% | Add |
| 35 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 36 | RTX | Rtx CORP | 0% | +0.07% | Add |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 38 | JNJ | Johnson & Johnson | 0% | -0.91% | Trim |
| 39 | XOM | Exxon Mobil CORP | — | -0.05% | Trim |
| 40 | IAU | Ishares Gold Trust | — | -2.60% | Trim |
| 41 | JEPI | Jpmorgan Equity Premium Inco | — | +10.65% | Add |
| 42 | VYM | Vanguard High Dvd Yield ETF | — | +8.27% | Add |
| 43 | BAC | Bank Of America CORP | — | +0.02% | Add |
| 44 | PRF | Invesco Rafi US 1000 ETF | — | — | Unchanged |
| 45 | RXRX | Recursion Pharmaceuticals-a | — | — | Unchanged |
| 46 | QGRO | American Century US Quality | — | +2.29% | Add |
| 47 | VOO | Vanguard S&p 500 ETF | 0% | +4.07% | Add |
| 48 | AVGO | Broadcom Inc | 0% | -0.14% | Trim |
| 49 | PRPL | Purple Innovation Inc | 0% | — | Unchanged |
| 50 | DVN | Devon Energy CORP | 0% | -0.58% | Trim |
According to official SEC Form 13F filings, Midwest Financial Group LLC reported a total U.S. public equity portfolio value of $295.3M across 123 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 IVW, AVUV, QQQ) accounted for 19.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
PVAL
市值: $6.8M
Top Position Liquidated / Trimmed
VZ
前期市值: $431.8K
During Q4 2025, Midwest Financial Group LLC's top holdings by market value included IVW (6.2%)、AVUV (5.1%)、QQQ (5.0%). The largest single position, IVW, represented 6.2% of total portfolio value.
In Q4 2025, Midwest Financial Group LLC made 110 total portfolio adjustments, initiating 8 new buys, adding to 60 positions, trimming 36 holdings, and fully liquidating 6 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.