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: $209.8M121 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$247K	0.1%Prev: 0.1%	1,069 SH	Decreased-5 SH
ADVANCED MICRO DEVICES INC	COM	$6.8M	3.2%Prev: 4.3%	42,013 SH	Decreased+20,744 SH
AFLAC INC	COM	$243K	0.1%Prev: 0.1%	2,175 SH	Decreased-9 SH
ALPHABET INC	CAP STK CL A	$2.0M	0.9%Prev: 0.5%	8,058 SH	Increased+4,235 SH
ALPHABET INC	CAP STK CL C	$215K	0.1%Prev: 0.1%	881 SH	Decreased+39 SH
AMAZON COM INC	COM	$1.7M	0.8%Prev: 0.9%	7,675 SH	Decreased-3,348 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$4.7M	2.2%Prev: 2.6%	64,997 SH	Decreased-14,906 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$279K	0.1%Prev: 0.2%	2,441 SH	Decreased-2,183 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11.0M	5.2%Prev: 5.4%	110,433 SH	Decreased-11,837 SH
AMERICAN EXPRESS CO	COM	$908K	0.4%Prev: 0.3%	2,733 SH	Decreased
APPLE INC	COM	$8.0M	3.8%Prev: 3.1%	31,558 SH	Decreased+1,015 SH
APPLIED MATLS INC	COM	$465K	0.2%Prev: 0.6%	2,273 SH	Decreased-8 SH
BANK AMERICA CORP	COM	$289K	0.1%	5,609 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	1.7%Prev: 1.3%	6,923 SH	Decreased-445 SH
BOEING CO	COM	$1.9M	0.9%Prev: 0.7%	8,790 SH	Increased+103 SH
BROADCOM INC	COM	$933K	0.4%Prev: 0.4%	2,827 SH	Decreased-321 SH
CANADIAN PACIFIC KANSAS CITY	COM	$460K	0.2%Prev: 0.2%	6,175 SH	Decreased-100 SH
CAPITOL FED FINL INC	COM	$123K	0.1%Prev: 0.0%	19,334 SH	Increased+6,184 SH
CHEVRON CORP NEW	COM	$498K	0.2%	3,209 SH	New
CONOCOPHILLIPS	COM	$241K	0.1%Prev: 0.1%	2,551 SH	Decreased+34 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.6%	1,397 SH	New
CSX CORP	COM	$692K	0.3%Prev: 0.3%	19,500 SH	Decreased+1,600 SH
DEVON ENERGY CORP NEW	COM	$535K	0.3%Prev: 0.1%	15,267 SH	Increased+8,161 SH
DOLLAR GEN CORP NEW	COM	$386K	0.2%	3,734 SH	New
DRAFTKINGS INC NEW	COM CL A	$477K	0.2%Prev: 0.1%	12,750 SH	Increased+4,355 SH
EXXON MOBIL CORP	COM	$1.6M	0.8%Prev: 0.6%	14,228 SH	Decreased+1,041 SH
FASTLY INC	CL A	$110K	0.1%	12,875 SH	New
FIFTH THIRD BANCORP	COM	$715K	0.3%Prev: 0.4%	16,050 SH	Decreased-2,500 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$2.5M	1.2%Prev: 0.8%	91,427 SH	Increased+24,320 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$2.8M	1.3%	73,311 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.9M	0.9%Prev: 0.7%	38,707 SH	Increased+394 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$2.8M	1.4%	110,162 SH	New
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.0M	0.9%Prev: 1.0%	91,003 SH	Decreased-43,824 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.5M	1.2%	71,521 SH	New
FORD MTR CO	COM	$161K	0.1%	13,450 SH	New
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$2.0M	1.0%Prev: 1.6%	54,331 SH	Decreased-55,593 SH
GLOBAL X FDS	CYBRSCURTY ETF	$217K	0.1%Prev: 0.3%	6,160 SH	Decreased-16,425 SH
HERC HLDGS INC	COM	$242K	0.1%Prev: 0.1%	2,078 SH	Decreased-387 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.3M	0.6%Prev: 0.5%	18,244 SH	Decreased-802 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$238K	0.1%Prev: 0.1%	5,256 SH	Decreased-17 SH
INVESCO QQQ TR	UNIT SER 1	$10.5M	5.0%Prev: 5.2%	17,531 SH	Decreased-2,637 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$580K	0.3%Prev: 0.1%	8,926 SH	Increased+2,475 SH
ISHARES GOLD TR	ISHARES NEW	$425K	0.2%Prev: 0.2%	5,841 SH	Decreased-1,183 SH
ISHARES TR	20 YR TR BD ETF	$2.8M	1.3%Prev: 0.9%	31,603 SH	Increased+380 SH
ISHARES TR	CORE S&P SCP ETF	$4.4M	2.1%Prev: 1.6%	37,276 SH	Decreased+6,696 SH
ISHARES TR	CORE S&P500 ETF	$270K	0.1%Prev: 0.1%	403 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$6.2M	3.0%Prev: 0.5%	55,588 SH	Increased+42,208 SH
ISHARES TR	ISHARES SEMICDTR	$4.2M	2.0%Prev: 2.8%	15,353 SH	Decreased+3,067 SH
ISHARES TR	MSCI USA MIN VOL	$823K	0.4%	8,654 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.7%	14,575 SH	New
ISHARES TR	PFD AND INCM SEC	$242K	0.1%	7,640 SH	New
ISHARES TR	RUS MID CAP ETF	$553K	0.3%Prev: 0.4%	5,732 SH	Decreased-5,450 SH
ISHARES TR	RUSSELL 2000 ETF	$406K	0.2%Prev: 0.2%	1,678 SH	Decreased-143 SH
ISHARES TR	S&P 500 GRWT ETF	$13.7M	6.5%Prev: 6.0%	113,544 SH	Decreased-10,801 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$254K	0.1%Prev: 0.2%	4,452 SH	Decreased-4,021 SH
JOHNSON & JOHNSON	COM	$366K	0.2%Prev: 0.2%	1,975 SH	Decreased+16 SH
JPMORGAN CHASE & CO.	COM	$293K	0.1%	929 SH	New
LAM RESEARCH CORP	COM NEW	$894K	0.4%Prev: 0.1%	6,676 SH	Increased+6,041 SH
LATTICE SEMICONDUCTOR CORP	COM	$566K	0.3%Prev: 0.3%	7,725 SH	Decreased+1,725 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$2.0M	1.0%	73,005 SH	New
MASTERCARD INCORPORATED	CL A	$757K	0.4%Prev: 0.2%	1,331 SH	Increased-1 SH
MCDONALDS CORP	COM	$407K	0.2%Prev: 0.1%	1,341 SH	Increased+50 SH
MICRON TECHNOLOGY INC	COM	$3.9M	1.9%Prev: 3.8%	23,325 SH	Decreased+13,865 SH
MICROSOFT CORP	COM	$4.9M	2.3%Prev: 1.4%	9,384 SH	Increased-1,279 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$222K	0.1%Prev: 0.3%	4,100 SH	Decreased-9,400 SH
NUVEEN AMT-FREE MUN VALUE FD	COM	$643K	0.3%Prev: 0.2%	45,354 SH	Increased+3,155 SH
NVIDIA CORPORATION	COM	$1.1M	0.5%Prev: 0.8%	5,680 SH	Decreased-5,946 SH
ONE GAS INC	COM	$511K	0.2%Prev: 0.2%	6,318 SH	Increased+105 SH
ONEOK INC NEW	COM	$2.5M	1.2%Prev: 1.1%	33,725 SH	Decreased-971 SH
ORACLE CORP	COM	$775K	0.4%Prev: 0.2%	2,757 SH	Increased-398 SH
PEPSICO INC	COM	$394K	0.2%Prev: 0.1%	2,805 SH	Decreased-183 SH
PFIZER INC	COM	$264K	0.1%	10,348 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$1.0M	0.5%Prev: 0.4%	19,257 SH	Increased+246 SH
PRICE T ROWE GROUP INC	COM	$358K	0.2%	3,490 SH	New
PROCTER AND GAMBLE CO	COM	$584K	0.3%	3,801 SH	New
PURPLE INNOVATION INC	COM	$107K	0.1%Prev: 0.0%	115,000 SH	Increased
RBB FUND TRUST	FIRST EAGLE GBL	$388K	0.2%Prev: 0.6%	8,775 SH	Decreased-27,662 SH
RECURSION PHARMACEUTICALS IN	CL A	$49K	0.0%Prev: 0.0%	10,135 SH	Decreased-7,980 SH
ROYAL CARIBBEAN GROUP	COM	$591K	0.3%Prev: 0.2%	1,825 SH	Increased+50 SH
RTX CORPORATION	COM	$1.1M	0.5%Prev: 0.5%	6,852 SH	Decreased-54 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$441K	0.2%Prev: 0.2%	18,937 SH	Decreased-5,928 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$6.0M	2.9%Prev: 2.7%	256,910 SH	Decreased-77,115 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.6%Prev: 0.5%	46,768 SH	Decreased-490 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$14.3M	6.8%Prev: 4.3%	522,636 SH	Increased+136,378 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.2M	1.5%Prev: 1.7%	98,902 SH	Decreased-43,635 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$372K	0.2%	3,143 SH	New
SELECT SECTOR SPDR TR	ENERGY	$2.7M	1.3%	30,647 SH	New
SELECT SECTOR SPDR TR	INDL	$378K	0.2%	2,449 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$303K	0.1%	1,263 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.2M	0.6%	14,729 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.3M	0.6%	9,136 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.3M	1.1%	26,224 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$275K	0.1%	976 SH	New
SERVICENOW INC	COM	$242K	0.1%Prev: 0.1%	263 SH	Increased-2,027 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.7M	0.8%	2,488 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$5.1M	2.4%	8,582 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$4.2M	2.0%	44,629 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$426K	0.2%	3,039 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$524K	0.2%Prev: 0.2%	14,278 SH	Decreased-3,180 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$596K	0.3%	15,799 SH	New
TESLA INC	COM	$330K	0.2%	743 SH	New
TRACTOR SUPPLY CO	COM	$245K	0.1%	4,300 SH	New
UNION PAC CORP	COM	$428K	0.2%Prev: 0.2%	1,809 SH	Decreased-43 SH
UNITEDHEALTH GROUP INC	COM	$331K	0.2%Prev: 0.1%	957 SH	Decreased-28 SH
US BANCORP DEL	COM NEW	$1.6M	0.8%	32,951 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.6M	2.7%Prev: 2.3%	56,884 SH	Decreased-5,112 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$955K	0.5%Prev: 0.5%	2,925 SH	Decreased+935 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.9M	2.3%Prev: 2.1%	28,061 SH	Decreased-2,050 SH
VANGUARD INDEX FDS	MID CAP ETF	$297K	0.1%Prev: 0.2%	1,011 SH	Decreased-4,328 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$768K	0.4%Prev: 0.4%	1,254 SH	Decreased-498 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.3M	1.1%Prev: 0.9%	10,950 SH	Decreased-155 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$203K	0.1%Prev: 0.1%	683 SH	Decreased+32 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%Prev: 0.4%	3,387 SH	Decreased+31 SH
VANGUARD INDEX FDS	VALUE ETF	$975K	0.5%Prev: 0.5%	5,227 SH	Decreased-1,668 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$403K	0.2%Prev: 0.1%	5,038 SH	Increased+260 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$269K	0.1%Prev: 0.1%	1,911 SH	Decreased-172 SH
VANGUARD WORLD FD	INF TECH ETF	$234K	0.1%Prev: 0.2%	313 SH	Decreased-3,795 SH
VERIZON COMMUNICATIONS INC	COM	$432K	0.2%	9,825 SH	New
VISA INC	COM CL A	$547K	0.3%Prev: 0.5%	1,601 SH	Decreased-2,491 SH
WALMART INC	COM	$318K	0.2%Prev: 0.1%	3,087 SH	Decreased-587 SH
ZOOM COMMUNICATIONS INC	CL A	$308K	0.1%Prev: 0.1%	3,730 SH	Increased+1,132 SH

Sold (vs prior filing)

AMPLITECH GROUP INC — $201K
ARM HOLDINGS PLC — $306K
BANK OF AMER CORP — $343K
CAPITAL GROUP DIVIDEND VALUE — $3.0M
CHEVRON CORPORATION — $555K
COSTCO WHOLESALE CORPORATION — $1.8M
DEERE & CO — $205K
DOLLAR GEN CORP — $427K
EVERGY INC — $219K
FIRST TR EXCH TRADED FD III — $2.2M
FIRST TR EXCHANGE-TRADED FD — $1.9M
FIRST TR EXCHANGE-TRADED FD — $2.7M
FIRST TR EXCHNG TRADED FD VI — $2.9M
FIRST TR EXCHNG TRADED FD VI — $2.5M
FIRST TR EXCHNG TRADED FD VI — $3.7M
GLOBAL X FDS — $476K
GLOBAL X FDS — $593K
INTEL CORP — $202K
INVESCO EXCHANGE TRADED FD T — $478K
ISHARES TR — $1.8M
… and 29 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