§ 13F · FUND PROFILE
Midwest Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $210M (13F)Positions · 121Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 118K | $13M | 5.7% | +3% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 118K | $13M | 5.5% | +4% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 381K | $12M | 5.0% | −2% |
| 4 | QQQ | INVESCO QQQ TR | 19K | $11M | 4.7% | +3% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 42K | $9M | 3.7% | ±0% |
| 6 | AAPL | APPLE INC | 31K | $8M | 3.4% | ±0% |
| 7 | SCHZ | SCHWAB STRATEGIC TR | 311K | $7M | 3.1% | +3% |
| 8 | PVAL | PUTNAM ETF TRUST | 155K | $7M | 3.1% | +3% |
| 9 | MU | MICRON TECHNOLOGY INC | 21K | $7M | 3.0% | −10% |
| 10 | AVLV | AMERICAN CENTY ETF TR | 70K | $6M | 2.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDWEST SIGNAL
AC read
Midwest Financial Group LLC is a Other fund managing $210 million in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed