StockDriftsStockDriftsTop 50 Midwestern Financial LLC Ia Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 10.84% | 20.7K | $15.5M | +3.89%(+776) | $615.56(+25.49%) | 2026-06-30 | |
| AGG | ISHARES TR | 7.43% | 107.3K | $10.6M | +8.83%(+8.70K) | $99.12(-1.71%) | 2026-06-30 | |
| FLV | AMERICAN CENTY ETF TR | 7.31% | 128.4K | $10.4M | +4.22%(+5.20K) | $70.78(+23.81%) | 2026-06-30 | |
| ACWX | ISHARES TR | 6.8% | 127.6K | $9.7M | +5.73%(+6.91K) | $61.61(+26.19%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.62% | 83.2K | $8.0M | -0.73%(-616) | $66.24(+41.15%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.18% | 83.0K | $7.4M | +4.42%(+3.51K) | $72.57(+29.59%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.43% | 125.1K | $6.3M | +14.28%(+15.64K) | $50.63(-0.34%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.49% | 22.9K | $5.0M | -9.19%(-2.32K) | $173.79(+30.21%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.23% | 159.2K | $4.6M | -11.68%(-21.06K) | $22.64(+32.10%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 2.95% | 116.5K | $4.2M | +11.69%(+12.19K) | $26.87(+30.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +16.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.56% |
Midwestern Financial LLC Ia reports $142.83M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.8%), AGG (7.4%) and FLV (7.3%). The top 20 holdings account for 79.72% of reported assets. Its disclosed equity book has returned +16.86% cumulatively over 4 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 Midwestern Financial LLC Ia’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083276). View Midwestern Financial LLC Ia’s 13F filings on SEC