DOSSIER · 13F-HR · Q3 2026

Mid-American Wealth Advisory Group, Inc.

$287M in tracked AUM across 74 positions as of Q3 2026.

MW
CIK 0001911264 · last filed Sep 30, 2026
Total AUM
$287M
as of Q3 2026
Holdings
74
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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 ...

The portfolio consists of 55 holdings, indicating a moderate level of diversification. However, the management style appears highly active, characterized by significant rotation rather than a passive buy-and-hold strategy. Notably, the report lists zero unchanged positions; every single holding was either newly acquired, sold, increased, or reduced during the quarter. This aggressive churn suggests the firm is actively tactically allocating assets based on prevailing market conditions or yield opportunities.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
PAYM
ELEVATION SERIES TRUST
$49M1.9M17.0%
02
HYS
PIMCO ETF TR
$28M310K9.8%
03
TUA
SIMPLIFY EXCHANGE TRADED FUN
$28M1.5M9.7%
04
BILZ
PIMCO ETF TR
$20M196K6.9%
05
SIXZ
AIM ETF PRODUCTS TRUST
$18M547K6.2%
06
PYLD
PIMCO ETF TR
$15M582K5.2%
07
IBHF
ISHARES TR
$10M425K3.3%
08
BIL
SPDR SERIES TRUST
$8M84K2.7%
09
MAYW
AIM ETF PRODUCTS TRUST
$7M209K2.6%
10
LTPZ
PIMCO ETF TR
$7M162K2.6%

Filing history

2026Q3Sep 30
$287M▲ 3.6%
74 positionsView →
2026Q2Jun 30
$277M▲ 16.8%
66 positionsView →
2026Q1Mar 31
$237M— 0.0%
55 positionsView →
2025Q4Dec 31
$237M▲ 5.7%
55 positionsView →
2025Q3Sep 30
$224M▲ 6.5%
49 positionsLocked
2025Q2Jun 30
$210M▲ 36.8%
341 positionsLocked
2025Q1Mar 31
$154M▼ 9.7%
33 positionsLocked
2024Q4Dec 31
$170M▲ 6.8%
43 positionsLocked
2024Q3Sep 30
$159M▲ 1.7%
44 positionsLocked
2024Q2Jun 30
$157M▲ 5.6%
57 positionsLocked
2024Q1Mar 31
$148M▲ 10.0%
48 positionsLocked
2023Q4Dec 31
$135M▲ 8.8%
44 positionsLocked
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