Midwest Financial Group LLC

CIK 0001967193 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source

Midwest Financial Group LLC reported 136 positions worth $285.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: IVW (6.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$285.1M
2026 Q2
Positions
136
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.6%
Est. Net Flow (Q)
2026 Q2
10 / 136 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVWISHARES TRSH$17.1M6.00%124,345
2AVUVAMERICAN CENTY ETF TRSH$15.3M5.35%122,270
3QQQINVESCO QQQ TRSH$14.9M5.21%20,168
4AMDADVANCED MICRO DEVICES INCSH$12.4M4.33%21,269
5SCHDSCHWAB STRATEGIC TRSH$12.2M4.30%386,258
6MUMICRON TECHNOLOGY INCSH$10.9M3.83%9,460
7AAPLAPPLE INCSH$8.8M3.10%30,543
8PVALPUTNAM ETF TRUSTSH$8.4M2.96%165,608
9SOXXISHARES TRSH$7.9M2.76%12,286
10SCHZSCHWAB STRATEGIC TRSH$7.7M2.71%334,025

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Midwest Financial Group LLC hold as of Q2 2026?

Midwest Financial Group LLC reported 136 positions worth $285.1M in its Q2 2026 13F filing. Largest positions: IVW (6.0%), AVUV (5.4%), QQQ (5.2%), AMD (4.3%) and SCHD (4.3%).

What did Midwest Financial Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Midwest Financial Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.