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CIK: 0001967193
Total reported value
$295.3M
$295.3M
136 檔
24.3%
In Q2 2026, Midwest Financial Group LLC's U.S. equity holdings reached a combined market value of $295.3M, distributed across 136 disclosed stock positions.
In Q2 2026, Midwest Financial Group LLC displayed an active expansion posture, initiating 16 new positions and adding to 78 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 | 6.00% | +0.18% | +5.74% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.35% | -0.33% | +4.05% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.21% | -0.06% | +5.07% | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 4.33% | +0.04% | -49.51% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.30% | — | +1.39% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 3.83% | -0.50% | -54.48% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.34% | -1.71% | |
| 8 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 2.96% | +0.01% | +7.10% | |
| 9 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.76% | -0.11% | -21.99% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.71% | -0.16% | +7.32% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.56% | +0.07% | +14.53% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.26% | -0.02% | +7.47% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.23% | -0.19% | +4.60% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.09% | -0.06% | +4.38% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.84% | -0.16% | +2.52% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.69% | +0.06% | +3.95% | |
| 17 | DIVI | Franklin International Core | ETF-Other | 1.65% | +0.28% | +30.83% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.59% | -0.15% | +1.30% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | +0.47% | +6.39% | |
| 20 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.31% | -0.09% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.01% | +4.57% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.12% | -0.09% | +10.73% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | -0.06% | +7.40% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-Other | 1.06% | +0.19% | +221.54% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 1.06% | -1.06% | EXIT | |
| 26 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.02% | — | +1.59% | |
| 27 | LGOV | First Tr Long Duration O-etf | ETF-Other | 1.01% | -0.10% | +7.11% | |
| 28 | WCMI | Ft Wcm International ETF | ETF-Other | 0.96% | -0.04% | — | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.95% | -0.08% | +0.45% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.95% | -0.09% | -5.59% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.02% | -2.17% | |
| 32 | LALT | Ft Mlt-strat Alternative ETF | ETF-Other | 0.88% | — | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.10% | +24.49% | |
| 34 | FMB | First Trust Managed Municipa | ETF-Other | 0.76% | -0.07% | — | |
| 35 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 0.75% | — | +0.20% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.70% | -0.06% | -1.78% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.68% | +0.09% | -9.91% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | -0.02% | -2.82% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.67% | -0.03% | +3.71% | |
| 40 | BA | Boeing Co/the | Stock-Industrials | 0.66% | -0.10% | -1.08% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.65% | +0.05% | +4.09% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.64% | +0.06% | +23.63% | |
| 43 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.64% | +0.11% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.63% | EXIT | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | +0.02% | -4.19% | |
| 46 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.63% | +0.06% | +41.40% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | -0.18% | +0.13% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | -0.03% | +1.17% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.51% | -0.06% | -72.18% | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.50% | -0.05% | +3.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UCON | First Trust Smith Unconstrai | +1.3% | NEW | New buy |
| 2 | WCMI | Ft Wcm International ETF | +1% | NEW | New buy |
| 3 | LALT | Ft Mlt-strat Alternative ETF | +0.9% | NEW | New buy |
| 4 | MU | Micron Technology Inc | +0.8% | -54.48% | Trim |
| 5 | FMB | First Trust Managed Municipa | +0.8% | NEW | New buy |
| 6 | CGDV | Cap Group Dividend Value | +0.7% | +221.54% | Add |
| 7 | AMD | Advanced Micro Devices | +0.7% | -49.51% | Trim |
| 8 | IGV | Ishares Expanded Tech-softwa | +0.6% | NEW | New buy |
| 9 | SOXX | Ishares Semiconductor ETF | +0.6% | -21.99% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +5.07% | Add |
| 11 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +5.74% | Add |
| 12 | ✓ | +0.3% | NEW | New buy | |
| 13 | AMAT | Applied Materials Inc | +0.3% | +0.13% | Add |
| 14 | DIVI | Franklin International Core | +0.2% | +30.83% | Add |
| 15 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.2% | +193.48% | Add |
| 16 | SHLD | Global X Defense Tech ETF | +0.2% | NEW | New buy |
| 17 | AVLV | Avantis US Large Cap Value | +0.2% | +14.53% | Add |
| 18 | BUG | Global X Cybersecurity ETF | +0.2% | +75.35% | Add |
| 19 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +4.60% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +24.49% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | +47.04% | Add |
| 22 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 23 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +4.09% | Add |
| 24 | FEGE | First Eagle Gl Equity ETF | +0.1% | +41.40% | Add |
| 25 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | New buy |
| 26 | QCOM | Qualcomm Inc | +0.1% | -2.82% | Trim |
| 27 | MAGS | Roundhill Magnificent Seven | +0.1% | NEW | New buy |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +32.83% | Add |
| 29 | VGT | Vanguard Info Tech ETF | +0.1% | +1208.28% | Add |
| 30 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 31 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 32 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +27.58% | Add |
| 33 | TBUX | T Rowe Price Ultra Short-ter | +0.1% | +55.39% | Add |
| 34 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 35 | DE | Deere & Co | +0.1% | NEW | New buy |
| 36 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 37 | AMPG | Amplitech Group Inc | +0.1% | NEW | New buy |
| 38 | XLV | Ss Health Care Select Sector | +0.1% | +23.63% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | 0% | +7.00% | Add |
| 40 | JEPI | Jpmorgan Equity Premium Inco | 0% | +45.38% | Add |
| 41 | UNH | Unitedhealth Group Inc | 0% | +0.41% | Add |
| 42 | VO | Vanguard Mid-cap ETF | 0% | +428.09% | Add |
| 43 | AVGO | Broadcom Inc | 0% | +4.17% | Add |
| 44 | TCAF | T Rowe Prc Cap Appreciation | 0% | +10.08% | Add |
| 45 | IWM | Ishares Russell 2000 ETF | 0% | +14.10% | Add |
| 46 | RSP | Invesco S&p 500 Equal Weight | 0% | +21.75% | Add |
| 47 | XLK | Ss Technology Select Sector | 0% | -3.43% | Trim |
| 48 | HRI | Herc Holdings Inc | 0% | — | Unchanged |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.40% | Add |
According to official SEC Form 13F filings, Midwest Financial Group LLC reported a total U.S. public equity portfolio value of $295.3M across 136 disclosed positions in Q2 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 IVW, AVUV, QQQ) accounted for 24.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
UCON
市值: $3.7M
Top Position Liquidated / Trimmed
FICS
前期市值: $2.5M
During Q2 2026, Midwest Financial Group LLC's top holdings by market value included IVW (6.0%)、AVUV (5.3%)、QQQ (5.2%). The largest single position, IVW, represented 6.0% of total portfolio value.
In Q2 2026, Midwest Financial Group LLC made 130 total portfolio adjustments, initiating 16 new buys, adding to 78 positions, trimming 30 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.
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