§ 13F · FUND PROFILE
Midwestern Financial, LLC /IA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $107M (13F)Positions · 54Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$504K 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 MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 20K | $13M | 10.2% | +19% |
| 2 | AGG | ISHARES TR | 99K | $10M | 7.7% | +18% |
| 3 | FLV | AMERICAN CENTY ETF TR | 123K | $9M | 7.4% | +10% |
| 4 | ACWX | ISHARES TR | 121K | $8M | 6.5% | +19% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 84K | $7M | 5.3% | +7% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 79K | $7M | 5.3% | +8% |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | 110K | $6M | 4.4% | +33% |
| 8 | VTV | VANGUARD INDEX FDS | 25K | $5M | 3.9% | −20% |
| 9 | SCHB | SCHWAB STRATEGIC TR | 180K | $5M | 3.6% | −3% |
| 10 | VTI | VANGUARD INDEX FDS | 11K | $4M | 2.8% | −16% |
§ 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 $107 million in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed