StockDriftsStockDriftsTop 50 Midwest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 6.18% | 128.3K | $18.3M | +3.20%(+3.98K) | $81.75(+71.51%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 5.15% | 20.6K | $15.2M | +2.01%(+405) | $405.03(+77.36%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.02% | 125.9K | $14.8M | +2.95%(+3.61K) | $91.79(+30.38%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.37% | 21.1K | $12.9M | -0.75%(-160) | $85.81(+526.99%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.3% | 390.7K | $12.7M | +1.15%(+4.45K) | $25.55(+34.02%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.44% | 30.5K | $10.2M | -0.04%(-13) | $146.95(+133.38%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 3.33% | 9.2K | $9.8M | -2.38%(-225) | $68.79(+1215.36%) | 2026-09-30 | |
| PVAL | PUTNAM ETF TRUST | 2.97% | 166.7K | $8.8M | +0.67%(+1.12K) | $44.51(+20.96%) | 2026-09-30 | |
| SOXX | ISHARES TR | 2.65% | 13.8K | $7.8M | +12.04%(+1.48K) | $256.98(+95.32%) | 2026-09-30 | |
| AVLV | AMERICAN CENTY ETF TR | 2.63% | 85.7K | $7.8M | +7.32%(+5.84K) | $69.06(+34.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.48% | +92.88% | — | — | +94.04% |
| Top 20 Holdings Unweighted | +23.75% | +89.51% | — | — | +90.84% |
Midwest Financial Group LLC reports $295.34M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are IVW (6.2%), QQQ (5.2%) and AVUV (5.0%). The top 20 holdings account for 58.85% of reported assets. Its disclosed equity book has returned +92.88% on a three-year cumulative basis. Figures reflect the Q3 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 Midwest Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1967193). View Midwest Financial Group LLC’s 13F filings on SEC