Top 50 Midwest Financial Network, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.89% | 17.4K | $13.0M | +13.05%(+2.01K) | $658.08(+17.54%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.58% | 9.8K | $6.7M | -12.75%(-1.43K) | $571.44(+24.43%) | 2026-06-30 | |
| XLSR | SSGA ACTIVE TR | 3.34% | 75.3K | $4.9M | +19.21%(+12.14K) | $58.60(+14.04%) | 2026-06-30 | |
| QUS | SPDR SERIES TRUST | 3.25% | 25.4K | $4.8M | +17.29%(+3.75K) | $172.25(+13.21%) | 2026-06-30 | |
| VOOV | VANGUARD ADMIRAL FDS INC | 2.98% | 19.9K | $4.4M | -16.53%(-3.94K) | $188.54(+21.22%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.86% | 80.9K | $4.2M | +12.28%(+8.85K) | $43.43(+20.53%) | 2026-06-30 | |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 2.67% | 183.0K | $3.9M | -18.26%(-40.87K) | $21.61(-3.19%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 2.57% | 51.2K | $3.8M | -14.64%(-8.78K) | $73.59(-1.76%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 2.47% | 71.7K | $3.6M | +19.21%(+11.55K) | $41.61(+24.30%) | 2026-06-30 | |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 2.27% | 121.8K | $3.3M | -18.99%(-28.56K) | $27.58(-1.60%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +15.25% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +14.97% |
Midwest Financial Network, LLC reports $146.44M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are SPY (8.9%), VOO (4.6%) and XLSR (3.3%). The top 20 holdings account for 54.43% of reported assets. Its disclosed equity book has returned +15.25% cumulatively over 6 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 Midwest Financial Network, LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2137280). View Midwest Financial Network, LLCโs 13F filings on SEC