StockDriftsStockDriftsTop 50 Midwest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 6% | 124.3K | $17.1M | +5.74%(+6.75K) | $79.89(+77.45%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.35% | 122.3K | $15.3M | +4.05%(+4.76K) | $90.92(+40.19%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.21% | 20.2K | $14.9M | +5.07%(+974) | $398.35(+80.95%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.33% | 21.3K | $12.4M | -49.51%(-20.86K) | $85.81(+443.08%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.3% | 386.3K | $12.2M | +1.39%(+5.29K) | $25.47(+34.60%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.83% | 9.5K | $10.9M | -54.48%(-11.32K) | $68.79(+1153.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.1% | 30.5K | $8.8M | -1.71%(-532) | $146.95(+108.69%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 2.96% | 165.6K | $8.4M | +7.10%(+10.98K) | $44.46(+22.75%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.76% | 12.3K | $7.9M | -21.99%(-3.46K) | $215.12(+149.33%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.71% | 334.0K | $7.7M | +7.32%(+22.78K) | $23.11(-1.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.24% | +87.17% | — | — | +93.42% |
| Top 20 Holdings Unweighted | +22.30% | +82.91% | — | — | +89.44% |
Midwest Financial Group LLC reports $285.05M in US-listed equity holdings across 136 positions in its most recent 13F filing. Its largest disclosed positions are IVW (6.0%), AVUV (5.3%) and QQQ (5.2%). The top 20 holdings account for 59.17% of reported assets. Its disclosed equity book has returned +87.17% on a three-year cumulative basis. 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 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