MidWestOne Financial Group, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
MidWestOne Financial Group, Inc. 13F Holdings
CIK 0001412665 · Iowa City, IA
As of Sep 30, 2025, MidWestOne Financial Group, Inc. reported
380 positions worth $754.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MIDWESTONE FINANCIAL GROUP INC | MOFG | Financial Services | 4,056,166 |
|
14.7M15.22% |
| APPLE INC | AAPL | Technology | 132,234 | $33.7M | 4.47% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 1,139,464 | $33.2M | 4.40% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 261,257 | $31.5M | 4.17% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 301,843 | $23.6M | 3.14% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 260,725 | $22.8M | 3.02% |
| VANGUARD LONG-TERM CORPORATE BOND INDEX FUND | VCLT | — | 246,535 |
9.1M | 2.54% |
| MICROSOFT CORP | MSFT | Technology | 30,183 |
5.6M | 2.07% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 604,715 |
5.5M | 2.06% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 153,614 |
5.4M | 2.04% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 490,947 |
2.7M | 1.68% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 132,517 |
0.6M | 1.40% |
| MICRON TECHNOLOGY INC | MU | Technology | 61,805 |
0.3M | 1.37% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 30,315 | $9.6M | 1.27% |
| RBB FD INC | UTEN | — | 165,515 | $7.3M | 0.97% |
| BROADCOM INC | AVGO | Technology | 20,913 | $6.9M | 0.91% |
| META PLATFORMS INC | META | Communication Services | 9,324 | $6.8M | 0.91% |
| ORACLE CORP | ORCL | Technology | 24,284 | $6.8M | 0.91% |
| ABBVIE INC | ABBV | Equity | 29,414 | $6.8M | 0.90% |
| ALPHABET INC | GOOG | Equity | 25,802 | $6.3M | 0.83% |
| UMB FINANCIAL CORP | UMBF | Financial Services | 51,722 | $6.1M | 0.81% |
| VANECK ETF TRUST | MLN | — | 338,220 | $5.9M | 0.78% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 11,717 | $5.9M | 0.78% |
| UNITED RENTALS INC | URI | Industrials | 5,878 | $5.6M | 0.74% |
| UNITED AIRLINES HOLDINGS INC | UAL | Industrials | 55,634 | $5.4M | 0.71% |