Midwestern Financial, LLC /IA
Midwestern Financial, LLC /IA reported 54 positions worth $142.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SPY (10.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $15.5M | 10.84% | 20,736 | — | — | |
| ▸ 2 | AGG | SH | $10.6M | 7.43% | 107,267 | — | — | |
| ▸ 3 | FLV | SH | $10.4M | 7.31% | 128,393 | — | — | |
| ▸ 4 | ACWX | SH | $9.7M | 6.80% | 127,559 | — | — | |
| ▸ 5 | AVEM | SH | $8.0M | 5.62% | 83,210 | — | — | |
| ▸ 6 | AVDE | SH | $7.4M | 5.18% | 82,988 | — | — | |
| ▸ 7 | JPST | SH | $6.3M | 4.43% | 125,148 | — | — | |
| ▸ 8 | VTV | SH | $5.0M | 3.49% | 22,887 | — | — | |
| ▸ 9 | SCHB | SH | $4.6M | 3.23% | 159,235 | — | — | |
| ▸ 10 | SCHA | SH | $4.2M | 2.95% | 116,492 | — | — |
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Frequently Asked Questions
What stocks does Midwestern Financial, LLC /IA hold as of Q2 2026?
Midwestern Financial, LLC /IA reported 54 positions worth $142.8M in its Q2 2026 13F filing. Largest positions: SPY (10.8%), AGG (7.4%), FLV (7.3%), ACWX (6.8%) and AVEM (5.6%).
What did Midwestern Financial, LLC /IA buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Midwestern Financial, LLC /IA 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.