DOSSIER · 13F-HR · Q3 2026

Midwest Financial Group LLC

$295M in tracked AUM across 138 positions as of Q3 2026.

MF
CIK 0001967193 · last filed Sep 30, 2026
Total AUM
$295M
as of Q3 2026
Holdings
138
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Midwest Financial Group LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

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
IVW
ISHARES TR
$18M128K6.2%
02
QQQ
INVESCO QQQ TR
$15M21K5.2%
03
AVUV
AMERICAN CENTY ETF TR
$15M126K5.0%
04
AMD
ADVANCED MICRO DEVICES INC
$13M21K4.4%
05
SCHD
SCHWAB STRATEGIC TR
$13M391K4.3%
06
AAPL
APPLE INC
$10M31K3.4%
07
MU
MICRON TECHNOLOGY INC
$10M9K3.3%
08
PVAL
PUTNAM ETF TRUST
$9M167K3.0%
09
SOXX
ISHARES TR
$8M14K2.7%
10
AVLV
AMERICAN CENTY ETF TR
$8M86K2.6%

Filing history

2026Q3Sep 30
$295M▲ 3.6%
138 positionsView →
2026Q2Jun 30
$285M▲ 21.6%
136 positionsView →
2026Q1Mar 31
$234M▲ 3.6%
126 positionsView →
2025Q4Dec 31
$226M▲ 7.9%
123 positionsView →
2025Q3Sep 30
$210M▲ 10.3%
121 positionsLocked
2025Q2Jun 30
$190M▲ 10.5%
114 positionsLocked
2025Q1Mar 31
$172M▼ 1.2%
108 positionsLocked
2024Q4Dec 31
$174M▲ 2.3%
111 positionsLocked
2024Q3Sep 30
$170M▲ 8.3%
109 positionsLocked
2024Q2Jun 30
$157M▲ 5.6%
105 positionsLocked
2024Q1Mar 31
$149M▲ 11.1%
104 positionsLocked
2023Q4Dec 31
$134M▲ 13.4%
100 positionsLocked
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