Midwestern Financial, LLC /IA

Est. AUM

$127.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.0M	19960	10.21%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$9.8M	98565	7.70%	SOLE
3	AMERICAN CENTY ETF TR	FOCUSED LRG CAP	$9.4M	123191	7.43%	SOLE
4	ISHARES TR	MSCI ACWI EX US	$8.3M	120651	6.50%	SOLE
5	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.8M	83826	5.31%	SOLE
6	AMERICAN CENTY ETF TR	INTL EQT ETF	$6.7M	79477	5.30%	SOLE
7	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.5M	109507	4.36%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$4.9M	25204	3.89%	SOLE
9	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.5M	180295	3.56%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$3.5M	11039	2.79%	SOLE
11	ISHARES TR	CORE INTL AGGR	$3.4M	67458	2.66%	SOLE
12	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.0M	104298	2.39%	SOLE
13	VANGUARD INDEX FDS	MID CAP ETF	$2.9M	10139	2.29%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.9M	45407	2.29%	SOLE
15	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.9M	20737	2.26%	SOLE
16	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.7M	55048	2.16%	SOLE
17	VANGUARD INDEX FDS	SM CP VAL ETF	$2.6M	11969	2.05%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$2.5M	4390	1.99%	SOLE
19	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.2M	37415	1.72%	SOLE
20	VANECK ETF TRUST	SHRT HGH YLD MUN	$2.1M	93502	1.67%	SOLE
21	ISHARES TR	SHRT NAT MUN ETF	$1.9M	18124	1.52%	SOLE
22	META PLATFORMS INC	CL A	$1.9M	3280	1.48%	SOLE
23	ISHARES TR	MSCI USA QLT FCT	$1.8M	9623	1.45%	SOLE
24	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	7824	1.32%	SOLE
25	NVIDIA CORPORATION	COM	$1.5M	8700	1.19%	SOLE
26	APPLE INC	COM	$1.5M	5939	1.19%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2826	1.07%	SOLE
28	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.3M	25023	0.98%	SOLE
29	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$1.2M	23379	0.92%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET IND	$1.0M	6461	0.82%	SOLE
31	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.0M	19170	0.81%	SOLE
32	ISHARES TR	NATIONAL MUN ETF	$984K	9274	0.77%	SOLE
33	VANGUARD WORLD FD	INF TECH ETF	$859K	1231	0.68%	SOLE
34	STARBUCKS CORP	COM	$832K	9284	0.65%	SOLE
35	AMAZON COM INC	COM	$689K	3306	0.54%	SOLE
36	J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$584K	12888	0.46%	SOLE
37	ALPHABET INC	CAP STK CL A	$584K	2032	0.46%	SOLE
38	MICROSOFT CORP	COM	$560K	1514	0.44%	SOLE
39	WALMART INC	COM	$554K	4460	0.44%	SOLE
40	J P MORGAN EXCHANGE TRADED F	BETABUILDERS USD	$498K	10859	0.39%	SOLE
41	VANGUARD INDEX FDS	SMALL CP ETF	$480K	1831	0.38%	SOLE
42	ROPER TECHNOLOGIES INC	COM	$480K	1357	0.38%	SOLE
43	TE CONNECTIVITY PLC	ORD SHS	$458K	2193	0.36%	SOLE
44	ISHARES TR	MSCI ACWI ETF	$441K	3186	0.35%	SOLE
45	ISHARES TR	IBOXX INV CP ETF	$425K	3896	0.33%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET MAT	$395K	7903	0.31%	SOLE
47	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$378K	7416	0.30%	SOLE
48	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$321K	4360	0.25%	SOLE
49	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$302K	2986	0.24%	SOLE
50	JPMORGAN CHASE & CO	COM	$281K	955	0.22%	SOLE

1–50 of 54

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