§ 13F · FUND PROFILE
Midwestern Financial, LLC /IA.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $106.7T (13F)Positions · 54Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$120.9T 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 FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 17K | $11.5T | 9.5% | NEW |
| 2 | FLV | AMERICAN CENTY ETF TR | 112K | $8.5T | 7.0% | NEW |
| 3 | AGG | ISHARES TR | 84K | $8.3T | 6.9% | NEW |
| 4 | ACWX | ISHARES TR | 102K | $6.8T | 5.7% | NEW |
| 5 | AVDE | AMERICAN CENTY ETF TR | 74K | $6.1T | 5.0% | NEW |
| 6 | AVEM | AMERICAN CENTY ETF TR | 78K | $6.0T | 5.0% | NEW |
| 7 | VTV | VANGUARD INDEX FDS | 31K | $6.0T | 5.0% | NEW |
| 8 | SCHB | SCHWAB STRATEGIC TR | 186K | $4.9T | 4.0% | NEW |
| 9 | VTI | VANGUARD INDEX FDS | 13K | $4.4T | 3.6% | NEW |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 82K | $4.2T | 3.4% | NEW |
§ 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 $106654.0 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed