§ 13F · FUND PROFILE
Midwestern Financial, LLC /IA.
AUM · $143M (13F)Positions · 54Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 21K | $15M | 10.8% | +4% |
| 2 | AGG | ISHARES TR | 107K | $11M | 7.4% | +9% |
| 3 | FLV | AMERICAN CENTY ETF TR | 128K | $10M | 7.3% | +4% |
| 4 | ACWX | ISHARES TR | 128K | $10M | 6.8% | +6% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 83K | $8M | 5.6% | −1% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 83K | $7M | 5.2% | +4% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 125K | $6M | 4.4% | +14% |
| 8 | VTV | VANGUARD INDEX FDS | 23K | $5M | 3.5% | −9% |
| 9 | SCHB | SCHWAB STRATEGIC TR | 159K | $5M | 3.2% | −12% |
| 10 | SCHA | SCHWAB STRATEGIC TR | 116K | $4M | 2.9% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MIDWESTERN SIGNAL
AC read
Midwestern Financial, LLC /IA is a Other fund managing $143 million in assets. The fund runs a portfolio of 54 positions.
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