Midwest Financial Group LLC
127 holdingsFiling period: 2026-03-31Current AUM: $284.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 117.6K | $13.3M | $15.9M | 5.58% | +3.8K | 2026-03-31 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 117.5K | $13.0M | $14.7M | 5.17% | +4.7K | 2026-03-31 |
| 3 | SCHD | SCHWAB STRATEGIC TR | 381.0K | $11.7M | $12.8M | 4.48% | -8,537 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 19.2K | $11.1M | $13.2M | 4.63% | +595 | 2026-03-31 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 42.1K | $8.6M | $20.1M | 7.04% | -165 | 2026-03-31 |
| 6 | AAPL | APPLE INC | 31.1K | $7.9M | $9.6M | 3.37% | -135 | 2026-03-31 |
| 7 | SCHZ | SCHWAB STRATEGIC TR | 311.2K | $7.2M | $7.1M | 2.49% | +8.9K | 2026-03-31 |
| 8 | PVAL | PUTNAM ETF TRUST | 154.6K | $7.2M | $8.3M | 2.90% | +4.3K | 2026-03-31 |
| 9 | MU | MICRON TECHNOLOGY INC | 20.8K | $7.0M | $17.1M | 6.00% | -2,358 | 2026-03-31 |
| 10 | AVLV | AMERICAN CENTY ETF TR | 69.8K | $5.6M | $6.4M | 2.26% | +2.2K | 2026-03-31 |
| 11 | MOAT | VANECK ETF TRUST | 57.7K | $5.6M | $6.2M | 2.19% | +772 | 2026-03-31 |
| 12 | VOE | VANGUARD INDEX FDS | 28.8K | $5.3M | $5.9M | 2.07% | +115 | 2026-03-31 |
| 13 | LQD | ISHARES TR | 48.1K | $5.2M | $5.1M | 1.79% | -320 | 2026-03-31 |
| 14 | SOXX | ISHARES TR | 15.8K | $5.2M | $8.0M | 2.79% | +217 | 2026-03-31 |
| 15 | SLYG | SPDR SERIES TRUST | 51.0K | $4.9M | $5.9M | 2.06% | +2.0K | 2026-03-31 |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | 7.3K | $4.5M | $5.0M | 1.75% | -54 | 2026-03-31 |
| 17 | SCHG | SCHWAB STRATEGIC TR | 137.1K | $4.0M | $4.7M | 1.64% | +19.5K | 2026-03-31 |
| 18 | IJR | ISHARES TR | 30.2K | $3.8M | $4.4M | 1.54% | -413 | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 10.0K | $3.7M | $4.7M | 1.63% | +840 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.0K | $3.4M | $3.4M | 1.18% | +119 | 2026-03-31 |
| 21 | DIVI | FRANKLIN TEMPLETON ETF TR | 84.0K | $3.3M | $3.7M | 1.28% | +17.8K | 2026-03-31 |
| 22 | OKE | ONEOK INC NEW | 35.6K | $3.2M | $3.2M | 1.13% | +197 | 2026-03-31 |
| 23 | XLU | SELECT SECTOR SPDR TR | 63.8K | $2.9M | $2.8M | 0.99% | +2.3K | 2026-03-31 |
| 24 | TLT | ISHARES TR | 33.1K | $2.9M | $2.7M | 0.95% | +780 | 2026-03-31 |
| 25 | LGOV | FIRST TR EXCHANGE-TRADED FD | 125.9K | $2.7M | $2.6M | 0.92% | +4.4K | 2026-03-31 |
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