§ 13F · FUND PROFILE
Midwest Financial Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $190.2T (13F)Positions · 114Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 114K | $14.0T | 6.2% | ±0% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 113K | $11.5T | 5.1% | +2% |
| 3 | QQQ | INVESCO QQQ TR | 19K | $11.4T | 5.0% | +6% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 390K | $10.7T | 4.7% | −25% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 42K | $9.1T | 4.0% | +1% |
| 6 | AAPL | APPLE INC | 31K | $8.5T | 3.7% | −1% |
| 7 | SCHZ | SCHWAB STRATEGIC TR | 302K | $7.1T | 3.1% | +18% |
| 8 | PVAL | PUTNAM ETF TRUST | 150K | $6.8T | 3.0% | NEW |
| 9 | MU | MICRON TECHNOLOGY INC | 23K | $6.6T | 2.9% | −1% |
| 10 | MOAT | VANECK ETF TRUST | 57K | $5.9T | 2.6% | ±0% |
§ 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 $190217.5 trillion in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed