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CIK: 0002083276
Total reported value
$142.8M
$142.8M
54 檔
24.2%
According to the latest 13F quarterly dataset, Midwestern Financial, LLC /IA managed an equity portfolio of $142.8M at the end of Q2 2025, spanning 54 distinct U.S. exchange-listed positions.
During Q2 2025, Midwestern Financial, LLC /IA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.44% | +0.63% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.04% | -0.27% | — | |
| 3 | FLV | American Century Focused Lar | ETF-Other | 6.65% | -0.12% | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 5.64% | -0.40% | — | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 5.59% | -0.33% | — | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 4.65% | -0.12% | — | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.55% | +0.31% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.37% | -0.11% | — | |
| 9 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 4.34% | +0.30% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.15% | -0.12% | — | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.11% | +0.07% | — | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.89% | -0.07% | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.55% | +0.03% | — | |
| 14 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.42% | -0.23% | — | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.27% | +0.27% | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.26% | -0.19% | — | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.24% | -0.15% | — | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.92% | — | — | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.86% | -0.11% | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.70% | +0.29% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.50% | -0.02% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.46% | -0.02% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.08% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | +0.03% | — | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 1.24% | -0.06% | — | |
| 26 | TAXF | American Century Diver Muni | ETF-Other | 1.15% | -0.10% | — | |
| 27 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 1.08% | +0.32% | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.08% | +0.33% | — | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.06% | +0.56% | — | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.00% | -0.16% | — | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.98% | -0.07% | — | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.90% | — | — | |
| 33 | XLI | Ss Industrial Select Sector | ETF-Other | 0.88% | +0.02% | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | +0.15% | — | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.67% | -0.07% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.01% | — | |
| 37 | BBCB | Jpmorgan Betabuilders Usd In | ETF-Other | 0.58% | -0.18% | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.04% | — | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.54% | -0.04% | — | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.47% | -0.03% | — | |
| 41 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.46% | -0.03% | — | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.08% | — | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | +0.01% | — | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.38% | +0.01% | — | |
| 45 | TEL | TE Connectivity plc | Stock-Tech | 0.37% | -0.07% | — | |
| 46 | HDV | Ishares Core High Dividend E | ETF-Other | 0.33% | -0.02% | — | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.32% | -0.03% | — | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.04% | — | |
| 49 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.28% | -0.03% | — | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.23% | — | — |
According to official SEC Form 13F filings, Midwestern Financial, LLC /IA reported a total U.S. public equity portfolio value of $142.8M across 54 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, AGG, FLV) accounted for 24.2% of total reported equity market value during Q2 2025.
During Q2 2025, Midwestern Financial, LLC /IA's top holdings by market value included SPY (7.4%)、AGG (7.0%)、FLV (6.7%). The largest single position, SPY, represented 7.4% of total portfolio value.
In Q2 2025, Midwestern Financial, LLC /IA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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