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: $190.2M114 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$5.9M	3.1%Prev: 3.7%	41,707 SH	Decreased-421 SH
AFLAC INC	COM	$229K	0.1%Prev: 0.1%	2,172 SH	Decreased-9 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.7%Prev: 0.4%	8,033 SH	Increased+4,460 SH
AMAZON COM INC	COM	$1.6M	0.9%Prev: 1.0%	7,390 SH	Decreased-3,877 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.3M	2.3%Prev: 2.4%	63,063 SH	Decreased-6,701 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$259K	0.1%Prev: 0.2%	2,376 SH	Decreased-2,006 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$9.6M	5.0%Prev: 5.5%	105,339 SH	Decreased-12,168 SH
AMERICAN EXPRESS CO	COM	$872K	0.5%Prev: 0.4%	2,733 SH	Increased
APPLE INC	COM	$6.5M	3.4%Prev: 3.4%	31,596 SH	Decreased+521 SH
APPLIED MATLS INC	COM	$416K	0.2%Prev: 0.3%	2,273 SH	Decreased-5 SH
ARK ETF TR	FINTECH INNOVA	$228K	0.1%	4,548 SH	New
BANK AMERICA CORP	COM	$265K	0.1%Prev: 0.1%	5,609 SH	Decreased-501 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.1M	1.7%Prev: 1.4%	6,476 SH	Decreased-570 SH
BOEING CO	COM	$1.8M	1.0%Prev: 0.7%	8,800 SH	Increased+18 SH
BROADCOM INC	COM	$808K	0.4%Prev: 0.4%	2,932 SH	Decreased-90 SH
CANADIAN PACIFIC KANSAS CITY	COM	$489K	0.3%Prev: 0.2%	6,175 SH	Decreased-100 SH
CAPITOL FED FINL INC	COM	$155K	0.1%Prev: 0.0%	25,407 SH	Increased+10,980 SH
CHEVRON CORP NEW	COM	$457K	0.2%	3,193 SH	New
COCA COLA CO	COM	$272K	0.1%	3,843 SH	New
CONOCOPHILLIPS	COM	$229K	0.1%Prev: 0.1%	2,551 SH	Decreased+34 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.7%	1,290 SH	New
CSX CORP	COM	$646K	0.3%Prev: 0.3%	19,800 SH	Decreased+1,100 SH
DEVON ENERGY CORP NEW	COM	$521K	0.3%Prev: 0.2%	16,375 SH	Increased+7,494 SH
DOLLAR GEN CORP NEW	COM	$435K	0.2%	3,799 SH	New
DRAFTKINGS INC NEW	COM CL A	$525K	0.3%Prev: 0.1%	12,250 SH	Increased+1,950 SH
EXXON MOBIL CORP	COM	$1.5M	0.8%Prev: 1.0%	14,253 SH	Decreased+50 SH
FASTLY INC	CL A	$94K	0.0%	13,300 SH	New
FIFTH THIRD BANCORP	COM	$662K	0.3%Prev: 0.4%	16,100 SH	Decreased-3,500 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$2.2M	1.2%Prev: 0.9%	91,546 SH	Increased+24,576 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$2.9M	1.5%Prev: 1.1%	72,456 SH	Increased+8,045 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.9M	1.0%Prev: 0.8%	38,148 SH	Increased+1,204 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$2.7M	1.4%	108,595 SH	New
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$1.9M	1.0%Prev: 1.2%	90,445 SH	Decreased-35,433 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.4M	1.2%Prev: 1.1%	71,019 SH	Decreased-1,913 SH
FORD MTR CO	COM	$146K	0.1%	13,443 SH	New
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$1.2M	0.6%Prev: 1.4%	34,511 SH	Decreased-49,507 SH
HERC HLDGS INC	COM	$237K	0.1%Prev: 0.1%	1,803 SH	Decreased-662 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.3M	0.7%Prev: 0.6%	18,244 SH	Decreased-136 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$222K	0.1%Prev: 0.1%	5,256 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$9.6M	5.0%Prev: 4.7%	17,324 SH	Decreased-1,870 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$728K	0.4%Prev: 0.1%	11,888 SH	Increased+3,167 SH
ISHARES GOLD TR	ISHARES NEW	$1.4M	0.8%Prev: 0.3%	23,018 SH	Increased+16,021 SH
ISHARES TR	20 YR TR BD ETF	$2.8M	1.5%Prev: 1.2%	31,448 SH	Decreased-1,625 SH
ISHARES TR	CORE S&P SCP ETF	$4.0M	2.1%Prev: 1.6%	36,881 SH	Increased+6,694 SH
ISHARES TR	CORE S&P500 ETF	$250K	0.1%Prev: 0.1%	403 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$6.0M	3.2%Prev: 2.2%	55,195 SH	Increased+7,101 SH
ISHARES TR	ISHARES SEMICDTR	$3.6M	1.9%Prev: 2.2%	15,067 SH	Decreased-683 SH
ISHARES TR	MSCI USA MIN VOL	$821K	0.4%Prev: 0.3%	8,744 SH	Increased+41 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.8%Prev: 0.8%	14,286 SH	Decreased-3,911 SH
ISHARES TR	PFD AND INCM SEC	$293K	0.2%Prev: 0.1%	9,555 SH	Increased+2,090 SH
ISHARES TR	RUS MID CAP ETF	$292K	0.2%Prev: 0.4%	3,175 SH	Decreased-5,590 SH
ISHARES TR	RUSSELL 2000 ETF	$354K	0.2%Prev: 0.2%	1,641 SH	Decreased+45 SH
ISHARES TR	S&P 500 GRWT ETF	$12.2M	6.4%Prev: 5.7%	111,124 SH	Decreased-6,471 SH
JOHNSON & JOHNSON	COM	$301K	0.2%Prev: 0.2%	1,973 SH	Decreased+15 SH
JPMORGAN CHASE & CO.	COM	$268K	0.1%	926 SH	New
LAM RESEARCH CORP	COM NEW	$650K	0.3%Prev: 0.3%	6,676 SH	Increased+3,900 SH
LATTICE SEMICONDUCTOR CORP	COM	$349K	0.2%Prev: 0.3%	7,125 SH	Decreased-600 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.8M	1.0%Prev: 1.0%	71,699 SH	Decreased-9,223 SH
MASTERCARD INCORPORATED	CL A	$767K	0.4%Prev: 0.3%	1,365 SH	Increased+22 SH
MCDONALDS CORP	COM	$392K	0.2%Prev: 0.2%	1,341 SH	Decreased+50 SH
MICRON TECHNOLOGY INC	COM	$2.8M	1.5%Prev: 3.0%	22,900 SH	Decreased+2,118 SH
MICROSOFT CORP	COM	$4.7M	2.5%Prev: 1.6%	9,407 SH	Increased-616 SH
NVIDIA CORPORATION	COM	$859K	0.5%Prev: 0.7%	5,435 SH	Decreased-3,904 SH
ONE GAS INC	COM	$458K	0.2%Prev: 0.2%	6,368 SH	Decreased+155 SH
ONEOK INC NEW	COM	$2.7M	1.4%Prev: 1.4%	33,505 SH	Decreased-2,089 SH
ORACLE CORP	COM	$614K	0.3%Prev: 0.2%	2,807 SH	Increased-96 SH
PEPSICO INC	COM	$369K	0.2%Prev: 0.2%	2,798 SH	Decreased-22 SH
PFIZER INC	COM	$256K	0.1%	10,548 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$1.0M	0.5%Prev: 0.4%	19,621 SH	Increased+1,628 SH
PRICE T ROWE GROUP INC	COM	$320K	0.2%	3,315 SH	New
PROCTER AND GAMBLE CO	COM	$606K	0.3%	3,801 SH	New
PURPLE INNOVATION INC	COM	$84K	0.0%Prev: 0.0%	115,000 SH	Increased
RECURSION PHARMACEUTICALS IN	CL A	$61K	0.0%Prev: 0.0%	12,019 SH	Increased+1,884 SH
ROYAL CARIBBEAN GROUP	COM	$579K	0.3%Prev: 0.2%	1,850 SH	Increased+75 SH
RTX CORPORATION	COM	$998K	0.5%Prev: 0.6%	6,836 SH	Decreased-39 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$390K	0.2%Prev: 0.3%	17,637 SH	Decreased-6,474 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$5.8M	3.1%Prev: 3.1%	250,772 SH	Decreased-60,470 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.1M	0.6%Prev: 0.5%	46,633 SH	Decreased-371 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.7M	7.2%Prev: 5.0%	515,904 SH	Increased+134,934 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.2M	1.2%Prev: 1.7%	75,056 SH	Decreased-62,067 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$341K	0.2%	3,138 SH	New
SELECT SECTOR SPDR TR	ENERGY	$2.6M	1.4%	30,724 SH	New
SELECT SECTOR SPDR TR	INDL	$352K	0.2%	2,388 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$274K	0.1%	1,261 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.2M	0.6%	15,034 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.2M	0.6%	8,850 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.1M	1.1%	25,822 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$246K	0.1%	970 SH	New
SERVICENOW INC	COM	$245K	0.1%	238 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	0.8%	2,593 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$4.8M	2.5%	8,545 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$3.1M	1.6%	34,839 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$410K	0.2%	3,020 SH	New
SPROTT PHYSICAL GOLD & SILVE	TR UNIT	$415K	0.2%	13,788 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$400K	0.2%Prev: 0.4%	11,344 SH	Decreased-11,788 SH
TRACTOR SUPPLY CO	COM	$227K	0.1%	4,300 SH	New
UNION PAC CORP	COM	$414K	0.2%Prev: 0.2%	1,801 SH	Decreased-24 SH
UNITEDHEALTH GROUP INC	COM	$293K	0.2%Prev: 0.1%	938 SH	Increased-43 SH
US BANCORP DEL	COM NEW	$1.5M	0.8%	33,651 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.4M	2.8%Prev: 2.4%	57,131 SH	Decreased-555 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$813K	0.4%Prev: 0.5%	2,915 SH	Decreased-10 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.6M	2.4%Prev: 2.3%	27,899 SH	Decreased-949 SH
VANGUARD INDEX FDS	MID CAP ETF	$283K	0.1%Prev: 0.1%	1,010 SH	Decreased-1 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$711K	0.4%Prev: 0.3%	1,252 SH	Decreased-67 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.1M	1.1%Prev: 1.0%	10,604 SH	Decreased-451 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.5%Prev: 0.5%	3,372 SH	Decreased+30 SH
VANGUARD INDEX FDS	VALUE ETF	$918K	0.5%Prev: 0.6%	5,192 SH	Decreased-1,623 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$605K	0.3%Prev: 0.2%	7,613 SH	Increased+2,930 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$235K	0.1%Prev: 0.1%	1,760 SH	Decreased-316 SH
VANGUARD WORLD FD	INF TECH ETF	$201K	0.1%Prev: 0.1%	303 SH	Decreased-11 SH
VERIZON COMMUNICATIONS INC	COM	$447K	0.2%	10,325 SH	New
VISA INC	COM CL A	$607K	0.3%Prev: 0.4%	1,709 SH	Decreased-1,074 SH
WALMART INC	COM	$313K	0.2%Prev: 0.2%	3,205 SH	Decreased-401 SH
ZOOM COMMUNICATIONS INC	CL A	$302K	0.2%Prev: 0.1%	3,870 SH	Increased+1,280 SH

Sold (vs prior filing)

ABBVIE INC — $233K
ALPHABET INC — $253K
CAPITAL GROUP DIVIDEND VALUE — $813K
CHEVRON CORPORATION — $691K
COSTCO WHOLESALE CORPORATION — $2.0M
DOLLAR GEN CORP — $443K
EVERGY INC — $208K
FIRST TR EXCHANGE-TRADED FD — $1.2M
GLOBAL X FDS — $323K
GLOBAL X FDS — $497K
INVESCO EXCHANGE TRADED FD T — $354K
ISHARES TR — $254K
J P MORGAN EXCHANGE TRADED F — $330K
JPMORGAN CHASE & CO — $297K
NEOS ETF TRUST — $229K
NIKE INC — $220K
NUVEEN AMT-FREE MUN VALUE FD — $605K
PROCTER & GAMBLE CO — $550K
PUTNAM ETF TRUST — $7.2M
QUALCOMM INC — $1.4M
… and 19 more

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