Midwest Financial Group LLC

Est. AUM

$234.5M

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 GRWT ETF	$13.3M	117595	5.67%	SOLE
2	AMERICAN CENTY ETF TR	US SML CP VALU	$13.0M	117507	5.54%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.7M	380970	4.98%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$11.1M	19194	4.72%	SOLE
5	ADVANCED MICRO DEVICES INC	COM	$8.6M	42128	3.65%	SOLE
6	APPLE INC	COM	$7.9M	31075	3.36%	SOLE
7	SCHWAB STRATEGIC TR	US AGGREGATE B	$7.2M	311242	3.08%	SOLE
8	PUTNAM ETF TRUST	FOCUSED LAR CAP	$7.2M	154629	3.06%	SOLE
9	MICRON TECHNOLOGY INC	COM	$7.0M	20782	2.99%	SOLE
10	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.6M	69764	2.40%	SOLE
11	VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.6M	57686	2.38%	SOLE
12	VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.3M	28848	2.27%	SOLE
13	ISHARES TR	IBOXX INV CP ETF	$5.2M	48094	2.24%	SOLE
14	ISHARES TR	ISHARES SEMICDTR	$5.2M	15750	2.21%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	50960	2.10%	SOLE
16	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$4.5M	7276	1.91%	SOLE
17	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.0M	137123	1.70%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$3.8M	30187	1.60%	SOLE
19	MICROSOFT CORP	COM	$3.7M	10023	1.58%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	7046	1.44%	SOLE
21	FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$3.3M	84018	1.43%	SOLE
22	ONEOK INC NEW	COM	$3.2M	35594	1.37%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET UTI	$2.9M	63799	1.25%	SOLE
24	ISHARES TR	20 YR TR BD ETF	$2.9M	33073	1.22%	SOLE
25	FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.7M	125878	1.16%	SOLE
26	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	3987	1.11%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.6M	72932	1.10%	SOLE
28	FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$2.5M	64411	1.07%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.5M	40289	1.05%	SOLE
30	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$2.4M	80922	1.04%	SOLE
31	EXXON MOBIL CORP	COM	$2.4M	14203	1.03%	SOLE
32	VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	11055	1.02%	SOLE
33	AMAZON COM INC	COM	$2.3M	11267	1.00%	SOLE
34	FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$2.0M	66970	0.86%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$2.0M	2004	0.85%	SOLE
36	ISHARES TR	NATIONAL MUN ETF	$1.9M	18197	0.82%	SOLE
37	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.8M	36944	0.78%	SOLE
38	US BANCORP	COM NEW	$1.8M	33734	0.75%	SOLE
39	BOEING CO	COM	$1.7M	8782	0.75%	SOLE
40	NVIDIA CORPORATION	COM	$1.6M	9339	0.69%	SOLE
41	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.4M	9356	0.59%	SOLE
42	QUALCOMM INC	COM	$1.4M	10630	0.58%	SOLE
43	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.3M	18380	0.57%	SOLE
44	VANGUARD INDEX FDS	VALUE ETF	$1.3M	6815	0.57%	SOLE
45	RTX CORPORATION	COM	$1.3M	6875	0.57%	SOLE
46	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.2M	19894	0.53%	SOLE
47	RBB FUND TRUST	FIRST EAGLE GBL	$1.2M	25768	0.52%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET CON	$1.2M	14570	0.51%	SOLE
49	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	47004	0.50%	SOLE
50	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.2M	24638	0.49%	SOLE

1–50 of 126

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.