Top 50 Midland Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.45% | 548.0K | $358.0M | +9.15%(+45.92K) | $525.24(+42.49%) | 2026-03-31 | |
| MBB | ISHARES TR | 12.11% | 2.47M | $234.9M | -10.51%(-290.66K) | $92.77(+1.46%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 9.28% | 3.57M | $180.0M | +4.80%(+163.63K) | $50.59(-0.07%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.62% | 1.85M | $167.2M | -11.82%(-247.52K) | $68.43(+42.20%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 4.83% | 1.44M | $93.7M | +2.20%(+31.11K) | $68.75(-7.65%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.31% | 1.20M | $83.6M | +29.15%(+270.50K) | $54.28(+47.09%) | 2026-03-31 | |
| MGNR | AMERICAN BEACON SELECT FUNDS | 3.55% | 1.34M | $68.9M | +3.39%(+43.87K) | $37.81(+27.74%) | 2026-03-31 | |
| KOMP | SPDR SERIES TRUST | 3.37% | 1.12M | $65.3M | -2.86%(-32.87K) | $58.65(+18.41%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.12% | 987.3K | $60.5M | -30.99%(-443.37K) | $46.15(+55.97%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.93% | 502.8K | $56.9M | -20.21%(-127.35K) | $71.95(+88.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.59% | +28.03% |
| Top 20 Holdings Unweighted | +10.04% | +33.26% |
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