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Midwest Financial Group LLC

Portfolio Manager
Midwest Financial Group LLC
Performance
-0.08% (2026 Q1)
AUM (13F)
$234.50M
# of Holdings
126
Performance Rank
Allocation (Top 20)
58.88%

Midwest Financial Group LLC Holdings Map

Top 50 Midwest Financial Group LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVW
ISHARES TR
5.67%117.6K$13.3M
+3.37%(+3.84K)
2025-Q1: 115.0K shares2025-Q2: 111.1K shares2025-Q3: 113.5K shares2025-Q4: 113.8K shares2026-Q1: 117.6K shares
$77.41(+77.31%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
5.54%117.5K$13.0M
+4.18%(+4.72K)
2025-Q1: 101.5K shares2025-Q2: 105.3K shares2025-Q3: 110.4K shares2025-Q4: 112.8K shares2026-Q1: 117.5K shares
$89.89(+31.06%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
4.98%381.0K$11.7M
-2.19%(-8.54K)
2025-Q1: 396.8K shares2025-Q2: 515.9K shares2025-Q3: 522.6K shares2025-Q4: 389.5K shares2026-Q1: 381.0K shares
$25.39(+25.03%)
2026-03-31
QQQ
INVESCO QQQ TR
4.72%19.2K$11.1M
+3.20%(+595)
2025-Q1: 13.2K shares2025-Q2: 17.3K shares2025-Q3: 17.5K shares2025-Q4: 18.6K shares2026-Q1: 19.2K shares
$385.71(+85.30%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
3.65%42.1K$8.6M
-0.39%(-165)
2025-Q1: 39.2K shares2025-Q2: 41.7K shares2025-Q3: 42.0K shares2025-Q4: 42.3K shares2026-Q1: 42.1K shares
$85.81(+419.14%)
2026-03-31
AAPL
APPLE INC
3.36%31.1K$7.9M
-0.43%(-135)
2025-Q1: 35.8K shares2025-Q2: 31.6K shares2025-Q3: 31.6K shares2025-Q4: 31.2K shares2026-Q1: 31.1K shares
$146.95(+103.39%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
3.08%311.2K$7.2M
+2.95%(+8.92K)
2025-Q1: 211.7K shares2025-Q2: 250.8K shares2025-Q3: 256.9K shares2025-Q4: 302.3K shares2026-Q1: 311.2K shares
$23.11(-0.12%)
2026-03-31
PVAL
PUTNAM ETF TRUST
3.06%154.6K$7.2M
+2.88%(+4.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 150.3K shares2026-Q1: 154.6K shares
$44.20(+12.38%)
2026-03-31
MU
MICRON TECHNOLOGY INC
2.99%20.8K$7.0M
-10.19%(-2.36K)
2025-Q1: 21.8K shares2025-Q2: 22.9K shares2025-Q3: 23.3K shares2025-Q4: 23.1K shares2026-Q1: 20.8K shares
$68.79(+1155.93%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
2.4%69.8K$5.6M
+3.31%(+2.23K)
2025-Q1: 63.1K shares2025-Q2: 63.1K shares2025-Q3: 65.0K shares2025-Q4: 67.5K shares2026-Q1: 69.8K shares
$64.92(+35.96%)
2026-03-31

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