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

Midwestern Financial, LLC /IA

Midwestern Financial, /IA's holding co. based in Chicago, IL — $127M in tracked AUM across 54 positions as of Q1 2026.

MF
Midwestern Financial, /IA·Chicago, IL·Holding Co.
CIK 0002083276 · last filed Mar 31, 2026
Total AUM
$127M
▲ 9.9%
vs prior
Holdings
54
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Midwestern Financial, LLC /IA 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
SPY
STATE STR SPDR S&P 500 ETF T
$13M20K10.2%
02
AGG
ISHARES TR
$10M99K7.7%
03
FLV
AMERICAN CENTY ETF TR
$9M123K7.4%
04
ACWX
ISHARES TR
$8M121K6.5%
05
AVEM
AMERICAN CENTY ETF TR
$7M84K5.3%
06
AVDE
AMERICAN CENTY ETF TR
$7M79K5.3%
07
JPST
J P MORGAN EXCHANGE TRADED F
$6M110K4.4%
08
VTV
VANGUARD INDEX FDS
$5M25K3.9%
09
SCHB
SCHWAB STRATEGIC TR
$5M180K3.6%
10
VTI
VANGUARD INDEX FDS
$4M11K2.8%

Filing history

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