13F Insight
DOSSIER · 13F-HR · Q2 2026

Midwest Heritage Bank, FSB

$353M in tracked AUM across 53 positions as of Q2 2026.

MH
CIK 0001906805 · last filed Jun 30, 2026
Total AUM
$353M
as of Q2 2026
Holdings
53
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Midwest Heritage Bank, FSB filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$57M1.3M16.1%02
CGUS
CAPITAL GROUP CORE EQUITY ET
$48M1.1M13.6%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$35M720K10.1%04
CGCP
CAPITAL GRP FIXED INCM ETF T
$31M1.4M8.7%05
DUHP
DIMENSIONAL ETF TRUST
$22M533K6.3%06
DFGP
DIMENSIONAL ETF TRUST
$20M360K5.6%07
DFAI
DIMENSIONAL ETF TRUST
$17M405K4.7%08
DFAS
DIMENSIONAL ETF TRUST
$16M199K4.7%09
CGGR
CAPITAL GROUP GROWTH ETF
$16M342K4.6%10
DFAE
DIMENSIONAL ETF TRUST
$9M229K2.6%

Filing history

2026Q2Jun 30
$353M▲ 13.2%
53 positionsView →2026Q1Mar 31
$312M▲ 7.6%
51 positionsView →2025Q4Dec 31
$290M▲ 2.6%
59 positionsView →2025Q3Sep 30
$282M▲ 6.2%
59 positionsLocked2025Q2Jun 30
$266M▲ 9.5%
58 positionsLocked2025Q1Mar 31
$243M▲ 12.7%
59 positionsLocked2024Q4Dec 31
$216M▲ 0.8%
54 positionsLocked2024Q3Sep 30
$214M▲ 8.0%
58 positionsLocked2024Q2Jun 30
$198M▲ 4.1%
55 positionsLocked2024Q1Mar 31
$190M▲ 29.0%
54 positionsLocked2023Q4Dec 31
$147M▲ 10.6%
54 positionsLocked2023Q3Sep 30
$133M▲ 1.0%
54 positionsLocked
Showing 12 of 19