What does Midwest Heritage Bank, FSB hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Midwest Heritage Bank, FSB filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$50M1.3M15.9%

CAPITAL GROUP CORE EQUITY ET

$40M1.1M13.0%

CAPITAL GROUP DIVIDEND VALUE

$30M710K9.7%

CAPITAL GRP FIXED INCM ETF T

$30M1.3M9.5%

DIMENSIONAL ETF TRUST

$19M528K6.2%

DIMENSIONAL ETF TRUST

$19M346K6.0%

DIMENSIONAL ETF TRUST

$15M397K5.0%

DIMENSIONAL ETF TRUST

$14M198K4.5%

CAPITAL GROUP GROWTH ETF

$13M336K4.3%

FIRST TR EXCH TRADED FD III

$8M475K2.7%

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