§ 13F · FUND PROFILE
Midwest Financial Group LLC.
AUM · $285M (13F)Positions · 136Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 124K | $17M | 6.0% | +6% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 122K | $15M | 5.4% | +4% |
| 3 | QQQ | INVESCO QQQ TR | 20K | $15M | 5.2% | +5% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 21K | $12M | 4.3% | −50% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 386K | $12M | 4.3% | +1% |
| 6 | MU | MICRON TECHNOLOGY INC | 9K | $11M | 3.8% | −54% |
| 7 | AAPL | APPLE INC | 31K | $9M | 3.1% | −2% |
| 8 | PVAL | PUTNAM ETF TRUST | 166K | $8M | 3.0% | +7% |
| 9 | SOXX | ISHARES TR | 12K | $8M | 2.8% | −22% |
| 10 | SCHZ | SCHWAB STRATEGIC TR | 334K | $8M | 2.7% | +7% |
§ 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 $285 million in assets. The fund runs a portfolio of 136 positions.
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