13F Insight
DOSSIER · 13F-HR · Q1 2026

Midwest Heritage Bank, FSB

$312M in tracked AUM across 51 positions as of Q1 2026.

MH
CIK 0001906805 · last filed Mar 31, 2026
Total AUM
$312M
as of Q1 2026
Holdings
51
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$50M1.3M15.9%02
CGUS
CAPITAL GROUP CORE EQUITY ET
$40M1.1M13.0%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$30M710K9.7%04
CGCP
CAPITAL GRP FIXED INCM ETF T
$30M1.3M9.5%05
DUHP
DIMENSIONAL ETF TRUST
$19M528K6.2%06
DFGP
DIMENSIONAL ETF TRUST
$19M346K6.0%07
DFAI
DIMENSIONAL ETF TRUST
$15M397K5.0%08
DFAS
DIMENSIONAL ETF TRUST
$14M198K4.5%09
CGGR
CAPITAL GROUP GROWTH ETF
$13M336K4.3%10
FPE
FIRST TR EXCH TRADED FD III
$8M475K2.7%

Filing history

2026Q1Mar 31
$312M▲ 7.6%
51 positionsView →2025Q4Dec 31
$290M▲ 2.6%
59 positionsView →2025Q3Sep 30
$282M▲ 6.2%
59 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$132M▲ 6.1%
52 positionsLocked
Showing 12 of 18