Midwest Financial Group LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Midwest Financial Group LLC 13F Holdings
CIK 0001967193 · Overland Park, KS
As of Sep 30, 2025, Midwest Financial Group LLC reported
121 positions worth $209.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 522,636 |
|
4.3M6.80% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 113,544 |
3.7M | 6.53% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 110,433 |
1.0M | 5.24% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 17,531 |
0.5M | 5.02% |
| APPLE INC | AAPL | Technology | 31,558 | $8.0M | 3.83% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 42,013 | $6.8M | 3.24% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 55,588 | $6.2M | 2.95% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 256,910 | $6.0M | 2.87% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 56,884 | $5.6M | 2.69% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 8,582 | $5.1M | 2.44% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 28,061 | $4.9M | 2.34% |
| MICROSOFT CORP | MSFT | Technology | 9,384 | $4.9M | 2.32% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 64,997 | $4.7M | 2.24% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 37,276 | $4.4M | 2.11% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 44,629 | $4.2M | 2.01% |
| ISHARES SEMICONDUCTOR ETF | SOXX | — | 15,353 | $4.2M | 1.98% |
| MICRON TECHNOLOGY INC | MU | Technology | 23,325 | $3.9M | 1.86% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,923 | $3.5M | 1.66% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 98,902 | $3.2M | 1.50% |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | RDVI | — | 110,162 | $2.8M | 1.36% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 31,603 | $2.8M | 1.35% |
| FIRST TR EXCHANGE TRADED FD | — | — | 73,311 | $2.8M | 1.33% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 30,647 | $2.7M | 1.31% |
| FT VEST LADDERED NASDAQ BUFFER ETF | BUFQ | — | 71,521 | $2.5M | 1.19% |
| FIRST TRUST EMERGING MARKETS ALPHADEX FUND | FEM | — | 91,427 | $2.5M | 1.18% |