StockDriftsStockDriftsTop 50 Midland Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 19.53% | 554.9K | $415.5M | +1.25%(+6.85K) | $527.30(+47.42%) | 2026-06-30 | |
| MBB | ISHARES TR | 11.19% | 2.52M | $238.1M | +1.81%(+44.85K) | $92.81(+0.35%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 8.7% | 3.67M | $185.2M | +2.65%(+94.68K) | $50.59(-0.02%) | 2026-06-30 | |
| IEFA | ISHARES TR | 8.43% | 1.86M | $179.4M | +0.54%(+9.90K) | $68.55(+47.39%) | 2026-06-30 | |
| EDV | VANGUARD WORLD FD | 4.97% | 1.62M | $105.7M | +12.59%(+181.74K) | $68.34(-12.24%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.74% | 1.22M | $100.8M | +1.57%(+18.79K) | $54.60(+46.92%) | 2026-06-30 | |
| KOMP | SPDR SERIES TRUST | 3.82% | 1.14M | $81.2M | +1.71%(+19.10K) | $58.73(+20.37%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.31% | 973.6K | $70.4M | -1.39%(-13.69K) | $46.31(+61.18%) | 2026-06-30 | |
| MGNR | AMERICAN BEACON SELECT FUNDS | 3.2% | 1.40M | $68.1M | +4.92%(+65.78K) | $38.34(+37.84%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.1% | 480.4K | $66.1M | -4.47%(-22.45K) | $71.95(+97.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.08% |
Midland Wealth Advisors LLC reports $2.13B in US-listed equity holdings across 160 positions in its most recent 13F filing. Its largest disclosed positions are IVV (19.5%), MBB (11.2%) and JAAA (8.7%). The top 20 holdings account for 89.96% of reported assets. Its disclosed equity book has returned +30.40% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Midland Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1990058). View Midland Wealth Advisors LLC’s 13F filings on SEC