Midwest Financial Group LLC

CIK 0001967193 • 7 13F filings • Apr 22, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $172.1M108 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$223K	0.1%	1,065 SH
ADVANCED MICRO DEVICES INC	COM	$4.0M	2.3%	39,198 SH
AFLAC INC	COM	$241K	0.1%	2,168 SH
ALPHABET INC	CAP STK CL A	$974K	0.6%	6,301 SH
AMAZON COM INC	COM	$1.1M	0.6%	5,527 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.1M	2.4%	63,124 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$8.8M	5.1%	101,489 SH
AMERICAN EXPRESS CO	COM	$735K	0.4%	2,733 SH
APPLE INC	COM	$8.0M	4.6%	35,796 SH
APPLIED MATLS INC	COM	$330K	0.2%	2,273 SH
BANK AMERICA CORP	COM	$230K	0.1%	5,508 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	1.5%	4,694 SH
BOEING CO	COM	$1.5M	0.9%	8,625 SH
BROADCOM INC	COM	$366K	0.2%	2,185 SH
CANADIAN PACIFIC KANSAS CITY	COM	$434K	0.3%	6,175 SH
CAPITOL FED FINL INC	COM	$145K	0.1%	25,897 SH
CHEVRON CORP NEW	COM	$531K	0.3%	3,177 SH
COCA COLA CO	COM	$266K	0.2%	3,709 SH
CONOCOPHILLIPS	COM	$268K	0.2%	2,551 SH
COSTCO WHSL CORP NEW	COM	$1.0M	0.6%	1,084 SH
CSX CORP	COM	$600K	0.3%	20,400 SH
DEVON ENERGY CORP NEW	COM	$607K	0.4%	16,243 SH
DOLLAR GEN CORP NEW	COM	$364K	0.2%	4,140 SH
DRAFTKINGS INC NEW	COM CL A	$407K	0.2%	12,250 SH
EVERGY INC	COM	$262K	0.2%	3,803 SH
EXXON MOBIL CORP	COM	$1.7M	1.0%	14,000 SH
FASTLY INC	CL A	$86K	0.1%	13,650 SH
FIFTH THIRD BANCORP	COM	$600K	0.3%	15,300 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$2.2M	1.3%	95,020 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$2.6M	1.5%	71,315 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.2M	1.3%	44,860 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$5.5M	3.2%	231,518 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.2M	1.3%	102,402 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.1M	1.2%	68,911 SH
FORD MTR CO	COM	$117K	0.1%	11,642 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$579K	0.3%	17,765 SH
HERC HLDGS INC	COM	$215K	0.1%	1,603 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.4M	0.8%	18,528 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$212K	0.1%	5,256 SH
INVESCO QQQ TR	UNIT SER 1	$6.2M	3.6%	13,224 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$477K	0.3%	10,188 SH
ISHARES GOLD TR	ISHARES NEW	$1.4M	0.8%	23,018 SH
ISHARES TR	20 YR TR BD ETF	$2.8M	1.6%	31,090 SH
ISHARES TR	CORE S&P SCP ETF	$3.9M	2.2%	36,836 SH
ISHARES TR	CORE S&P500 ETF	$204K	0.1%	363 SH
ISHARES TR	IBOXX INV CP ETF	$7.1M	4.1%	65,149 SH
ISHARES TR	ISHARES SEMICDTR	$2.8M	1.6%	14,675 SH
ISHARES TR	MSCI USA MIN VOL	$827K	0.5%	8,831 SH
ISHARES TR	NATIONAL MUN ETF	$849K	0.5%	8,052 SH
ISHARES TR	PFD AND INCM SEC	$294K	0.2%	9,555 SH
ISHARES TR	RUSSELL 2000 ETF	$389K	0.2%	1,950 SH
ISHARES TR	S&P 500 GRWT ETF	$10.7M	6.2%	114,955 SH
JOHNSON & JOHNSON	COM	$428K	0.2%	2,583 SH
JPMORGAN CHASE & CO.	COM	$226K	0.1%	922 SH
LAM RESEARCH CORP	COM NEW	$485K	0.3%	6,675 SH
LATTICE SEMICONDUCTOR CORP	COM	$380K	0.2%	7,245 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.7M	1.0%	68,639 SH
MASTERCARD INCORPORATED	CL A	$748K	0.4%	1,364 SH
MCDONALDS CORP	COM	$419K	0.2%	1,340 SH
MICRON TECHNOLOGY INC	COM	$1.9M	1.1%	21,830 SH
MICROSOFT CORP	COM	$3.5M	2.0%	9,226 SH
NVIDIA CORPORATION	COM	$574K	0.3%	5,295 SH
ONE GAS INC	COM	$485K	0.3%	6,418 SH
ONEOK INC NEW	COM	$3.4M	2.0%	33,997 SH
ORACLE CORP	COM	$373K	0.2%	2,667 SH
PEPSICO INC	COM	$403K	0.2%	2,690 SH
PFIZER INC	COM	$259K	0.2%	10,230 SH
PIMCO ETF TR	INTER MUN BD ACT	$837K	0.5%	16,235 SH
PRICE T ROWE GROUP INC	COM	$323K	0.2%	3,515 SH
PROCTER AND GAMBLE CO	COM	$648K	0.4%	3,801 SH
RECURSION PHARMACEUTICALS IN	CL A	$64K	0.0%	12,019 SH
ROYAL CARIBBEAN GROUP	COM	$380K	0.2%	1,850 SH
RTX CORPORATION	COM	$887K	0.5%	6,698 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$346K	0.2%	17,487 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$4.9M	2.8%	211,726 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.0M	0.6%	46,495 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.1M	6.4%	396,774 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.8M	1.1%	72,992 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$302K	0.2%	3,135 SH
SELECT SECTOR SPDR TR	ENERGY	$3.0M	1.7%	31,688 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$248K	0.1%	1,258 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.3M	0.7%	15,565 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.0M	0.6%	6,888 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.0M	1.2%	25,344 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.4M	0.8%	2,455 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$4.7M	2.8%	8,886 SH
SPDR SER TR	S&P 600 SMCP GRW	$2.5M	1.5%	30,516 SH
SPDR SER TR	S&P DIVID ETF	$407K	0.2%	3,000 SH
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$366K	0.2%	12,880 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$283K	0.2%	8,756 SH
TRACTOR SUPPLY CO	COM	$237K	0.1%	4,300 SH
UNION PAC CORP	COM	$424K	0.2%	1,793 SH
UNITEDHEALTH GROUP INC	COM	$643K	0.4%	1,227 SH
US BANCORP DEL	COM NEW	$1.4M	0.8%	32,751 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.0M	2.9%	56,874 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$595K	0.3%	2,815 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.4M	2.6%	27,458 SH
VANGUARD INDEX FDS	MID CAP ETF	$238K	0.1%	920 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$523K	0.3%	1,017 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	1.1%	10,589 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$927K	0.5%	3,372 SH
VANGUARD INDEX FDS	VALUE ETF	$897K	0.5%	5,192 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$610K	0.4%	7,728 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$221K	0.1%	1,714 SH
VERIZON COMMUNICATIONS INC	COM	$468K	0.3%	10,325 SH
VISA INC	COM CL A	$612K	0.4%	1,746 SH
WALMART INC	COM	$228K	0.1%	2,601 SH
ZOOM COMMUNICATIONS INC	CL A	$296K	0.2%	4,010 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001967193-26-000011	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001967193-26-000002	$226.4M	View
Nov 6, 2025	Q3 2025