DOSSIER · 13F-HR · Q2 2026

Midwestern Financial, LLC /IA

$143M in tracked AUM across 54 positions as of Q2 2026.

MF
CIK 0002083276 · last filed Jun 30, 2026
Total AUM
$143M
as of Q2 2026
Holdings
54
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Midwestern Financial, LLC /IA 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
SPY
STATE STR SPDR S&P 500 ETF T
$15M21K10.8%
02
AGG
ISHARES TR
$11M107K7.4%
03
FLV
AMERICAN CENTY ETF TR
$10M128K7.3%
04
ACWX
ISHARES TR
$10M128K6.8%
05
AVEM
AMERICAN CENTY ETF TR
$8M83K5.6%
06
AVDE
AMERICAN CENTY ETF TR
$7M83K5.2%
07
JPST
J P MORGAN EXCHANGE TRADED F
$6M125K4.4%
08
VTV
VANGUARD INDEX FDS
$5M23K3.5%
09
SCHB
SCHWAB STRATEGIC TR
$5M159K3.2%
10
SCHA
SCHWAB STRATEGIC TR
$4M116K2.9%

Filing history

2026Q2Jun 30
$143M 12.4%
54 positionsView →
2026Q1Mar 31
$127M 5.2%
54 positionsView →
2025Q4Dec 31
$121M 3.8%
52 positionsView →
2025Q3Sep 30
$116M 9.2%
54 positionsView →
2025Q2Jun 30
$107M
54 positionsLocked