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: 0002083276
Total reported value
$142.8M
$142.8M
54 檔
26.9%
In Q3 2025, Midwestern Financial, LLC /IA's U.S. equity holdings reached a combined market value of $142.8M, distributed across 54 disclosed stock positions.
During Q3 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 | 8.74% | +0.63% | +18.99% | |
| 2 | FLV | American Century Focused Lar | ETF-Other | 7.00% | -0.12% | +8.77% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.90% | -0.27% | +5.95% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 5.19% | +0.30% | +22.42% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.11% | -0.40% | -6.20% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 4.90% | -0.12% | +8.00% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.84% | +0.31% | +5.92% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.60% | -0.33% | -16.61% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.44% | -0.11% | +2.66% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.19% | +0.07% | +12.01% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.74% | -0.07% | -3.23% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.71% | -0.12% | -10.63% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.41% | +0.03% | -3.54% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.35% | +0.27% | +4.06% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.21% | -0.23% | -0.32% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.16% | -0.15% | +4.75% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.05% | -0.19% | -0.58% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.74% | +0.56% | +63.05% | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.71% | -0.11% | +0.24% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.67% | +0.33% | +62.02% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.65% | +0.29% | +4.12% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.46% | -0.02% | +0.43% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.42% | — | -24.18% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.03% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | -0.02% | -14.78% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.08% | -2.86% | |
| 27 | TAXF | American Century Diver Muni | ETF-Other | 1.08% | -0.10% | -0.32% | |
| 28 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 1.07% | +0.32% | +7.20% | |
| 29 | ROP | Roper Technologies Inc | Stock-Tech | 1.00% | -0.06% | +0.17% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.92% | -0.07% | +0.80% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.87% | — | -14.69% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.85% | +0.02% | +0.41% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.85% | -0.16% | +0.70% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.79% | +0.15% | +0.16% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.60% | +0.01% | +72.59% | |
| 36 | BBCB | Jpmorgan Betabuilders Usd In | ETF-Other | 0.54% | -0.18% | +1.00% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.04% | +0.17% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | +0.01% | -2.12% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.52% | -0.07% | -17.12% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.47% | -0.04% | -12.68% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.44% | -0.03% | +0.70% | |
| 42 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-Other | 0.43% | -0.03% | +1.35% | |
| 43 | TEL | TE Connectivity plc | Stock-Tech | 0.40% | -0.07% | -8.37% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | +0.01% | +0.33% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.08% | -3.15% | |
| 46 | XLB | Ss Materials Select Sector | ETF-Other | 0.32% | -0.03% | +7.85% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-Other | 0.31% | -0.02% | +0.78% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.04% | +8.05% | |
| 49 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.26% | -0.03% | +0.72% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.05% | +0.08% |
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 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 SPY, FLV, AGG) accounted for 26.9% of total reported equity market value during Q3 2025.
During Q3 2025, Midwestern Financial, LLC /IA's top holdings by market value included SPY (8.7%)、FLV (7.0%)、AGG (6.9%). The largest single position, SPY, represented 8.7% of total portfolio value.
In Q3 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.
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.