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Filers›Pension Fund›Mid-American Wealth Advisory Group, Inc.
DOSSIER · 13F-HR · Q1 2026

Mid-American Wealth Advisory Group, Inc.

Mid-American Wealth Advisory's pension fund based in Greenwich, CT — $237M in tracked AUM across 55 positions as of Q1 2026.

MW
Mid-American Wealth Advisory·Greenwich, CT·Pension Fund
CIK 0001911264 · last filed Mar 31, 2026
Total AUM
$237M
▼ 8.7%
vs prior
Holdings
55
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Mid-American Wealth Advisory Group, Inc.
1. Portfolio Overview

Mid-American Wealth Advisory Group, Inc. reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value grew by 33.4%, increasing from $177.42M to $236.71M. This growth is attributable to a combination of market performance and substantial capital inflows, evidenced by the high volume of turnover within ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HYS
PIMCO ETF TR
$31M331K13.3%
02
TUA
SIMPLIFY EXCHANGE TRADED FUN
$25M1.1M10.5%
03
IBHF
ISHARES TR
$22M938K9.2%
04
SIXO
AIM ETF PRODUCTS TRUST
$21M607K8.9%
05
BILZ
PIMCO ETF TR
$13M128K5.5%
06
SBAR
SIMPLIFY EXCHANGE TRADED FUN
$10M391K4.3%
07
LTPZ
PIMCO ETF TR
$10M192K4.2%
08
OCTW
AIM ETF PRODUCTS TRUST
$8M216K3.6%
09
QBER
ELEVATION SERIES TRUST
$8M337K3.4%
10
BIL
SPDR SERIES TRUST
$8M82K3.2%

Filing history

Filing history loading…
AI Agent · grounded in Mid-American
haiku-4-5 · 55 positions indexed
Sector mix
  • Tech29%
  • Health Care19%
  • Communications7%
  • Industrials4%
  • Energy13%
  • Other28%
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