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: $226.4M121 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$245K	0.1%Prev: 0.1%	1,070 SH	Decreased+1 SH
ADVANCED MICRO DEVICES INC	COM	$9.1M	4.0%Prev: 3.2%	42,293 SH	Increased+280 SH
AFLAC INC	COM	$240K	0.1%Prev: 0.1%	2,178 SH	Decreased+3 SH
ALPHABET INC	CAP STK CL A	$2.5M	1.1%Prev: 0.9%	8,078 SH	Increased+20 SH
ALPHABET INC	CAP STK CL C	$277K	0.1%Prev: 0.1%	881 SH	Increased
AMAZON COM INC	COM	$2.2M	1.0%Prev: 0.8%	9,350 SH	Increased+1,675 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.1M	2.3%Prev: 2.2%	67,529 SH	Increased+2,532 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$286K	0.1%Prev: 0.1%	2,497 SH	Increased+56 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$11.5M	5.1%Prev: 5.2%	112,787 SH	Increased+2,354 SH
AMERICAN EXPRESS CO	COM	$1.0M	0.4%Prev: 0.4%	2,733 SH	Increased
APPLE INC	COM	$8.5M	3.7%Prev: 3.8%	31,210 SH	Increased-348 SH
APPLIED MATLS INC	COM	$585K	0.3%Prev: 0.2%	2,278 SH	Increased+5 SH
BANK AMERICA CORP	COM	$309K	0.1%Prev: 0.1%	5,610 SH	Increased+1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	1.5%Prev: 1.7%	6,927 SH	Increased+4 SH
BOEING CO	COM	$1.9M	0.8%Prev: 0.9%	8,695 SH	Decreased-95 SH
BROADCOM INC	COM	$977K	0.4%Prev: 0.4%	2,823 SH	Increased-4 SH
CANADIAN PACIFIC KANSAS CITY	COM	$455K	0.2%Prev: 0.2%	6,175 SH	Decreased
CAPITOL FED FINL INC	COM	$107K	0.0%Prev: 0.1%	15,705 SH	Decreased-3,629 SH
CHEVRON CORP NEW	COM	$491K	0.2%Prev: 0.2%	3,224 SH	Decreased+15 SH
CONOCOPHILLIPS	COM	$229K	0.1%Prev: 0.1%	2,451 SH	Decreased-100 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.8%Prev: 0.6%	1,989 SH	Increased+592 SH
CSX CORP	COM	$678K	0.3%Prev: 0.3%	18,700 SH	Decreased-800 SH
DEVON ENERGY CORP NEW	COM	$556K	0.2%Prev: 0.3%	15,178 SH	Increased-89 SH
DOLLAR GEN CORP NEW	COM	$496K	0.2%Prev: 0.2%	3,734 SH	Increased
DRAFTKINGS INC NEW	COM CL A	$369K	0.2%Prev: 0.2%	10,700 SH	Decreased-2,050 SH
EXXON MOBIL CORP	COM	$1.7M	0.8%Prev: 0.8%	14,221 SH	Increased-7 SH
FIFTH THIRD BANCORP	COM	$847K	0.4%Prev: 0.3%	18,100 SH	Increased+2,050 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$1.9M	0.8%Prev: 1.2%	68,428 SH	Decreased-22,999 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$2.6M	1.1%Prev: 1.3%	64,793 SH	Decreased-8,518 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$1.3M	0.6%	18,518 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.8M	0.8%Prev: 0.9%	36,884 SH	Decreased-1,823 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$259K	0.1%Prev: 1.4%	9,853 SH	Decreased-100,309 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.7M	1.2%Prev: 0.9%	121,514 SH	Increased+30,511 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.6M	1.1%Prev: 1.2%	72,562 SH	Increased+1,041 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$2.6M	1.1%Prev: 1.0%	66,230 SH	Increased+11,899 SH
GLOBAL X FDS	CYBRSCURTY ETF	$323K	0.1%Prev: 0.1%	10,610 SH	Increased+4,450 SH
GLOBAL X FDS	GLOBAL X URANIUM	$286K	0.1%	6,700 SH	New
HERC HLDGS INC	COM	$319K	0.1%Prev: 0.1%	2,153 SH	Increased+75 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.3M	0.6%Prev: 0.6%	18,245 SH	Decreased+1 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$247K	0.1%Prev: 0.1%	5,256 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$11.4M	5.0%Prev: 5.0%	18,599 SH	Increased+1,068 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$474K	0.2%Prev: 0.3%	9,540 SH	Decreased+614 SH
ISHARES GOLD TR	ISHARES NEW	$462K	0.2%Prev: 0.2%	5,689 SH	Increased-152 SH
ISHARES TR	20 YR TR BD ETF	$2.8M	1.2%Prev: 1.3%	32,293 SH	Decreased+690 SH
ISHARES TR	CORE S&P SCP ETF	$3.7M	1.6%Prev: 2.1%	30,600 SH	Decreased-6,676 SH
ISHARES TR	CORE S&P500 ETF	$276K	0.1%Prev: 0.1%	403 SH	Increased
ISHARES TR	IBOXX INV CP ETF	$5.3M	2.4%Prev: 3.0%	48,414 SH	Decreased-7,174 SH
ISHARES TR	ISHARES SEMICDTR	$4.7M	2.1%Prev: 2.0%	15,533 SH	Increased+180 SH
ISHARES TR	MSCI EAFE ETF	$223K	0.1%	2,323 SH	New
ISHARES TR	MSCI USA MIN VOL	$816K	0.4%Prev: 0.4%	8,669 SH	Decreased+15 SH
ISHARES TR	NATIONAL MUN ETF	$1.9M	0.8%Prev: 0.7%	17,513 SH	Increased+2,938 SH
ISHARES TR	PFD AND INCM SEC	$237K	0.1%Prev: 0.1%	7,640 SH	Decreased
ISHARES TR	RUS MID CAP ETF	$729K	0.3%Prev: 0.3%	7,577 SH	Increased+1,845 SH
ISHARES TR	RUSSELL 2000 ETF	$406K	0.2%Prev: 0.2%	1,648 SH	Decreased-30 SH
ISHARES TR	S&P 500 GRWT ETF	$14.0M	6.2%Prev: 6.5%	113,758 SH	Increased+214 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$282K	0.1%Prev: 0.1%	4,926 SH	Increased+474 SH
JOHNSON & JOHNSON	COM	$405K	0.2%Prev: 0.2%	1,957 SH	Increased-18 SH
JPMORGAN CHASE & CO.	COM	$297K	0.1%Prev: 0.1%	922 SH	Increased-7 SH
LAM RESEARCH CORP	COM NEW	$1.1M	0.5%Prev: 0.4%	6,676 SH	Increased
LATTICE SEMICONDUCTOR CORP	COM	$568K	0.3%Prev: 0.3%	7,725 SH	Increased
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$2.3M	1.0%Prev: 1.0%	80,578 SH	Increased+7,573 SH
MASTERCARD INCORPORATED	CL A	$760K	0.3%Prev: 0.4%	1,331 SH	Increased
MCDONALDS CORP	COM	$395K	0.2%Prev: 0.2%	1,291 SH	Decreased-50 SH
MICRON TECHNOLOGY INC	COM	$6.6M	2.9%Prev: 1.9%	23,140 SH	Increased-185 SH
MICROSOFT CORP	COM	$4.4M	2.0%Prev: 2.3%	9,183 SH	Decreased-201 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$237K	0.1%Prev: 0.1%	4,400 SH	Increased+300 SH
NUVEEN AMT-FREE MUN VALUE FD	COM	$615K	0.3%Prev: 0.3%	42,949 SH	Decreased-2,405 SH
NVIDIA CORPORATION	COM	$1.6M	0.7%Prev: 0.5%	8,625 SH	Increased+2,945 SH
ONE GAS INC	COM	$486K	0.2%Prev: 0.2%	6,288 SH	Decreased-30 SH
ONEOK INC NEW	COM	$2.6M	1.1%Prev: 1.2%	35,397 SH	Increased+1,672 SH
ORACLE CORP	COM	$529K	0.2%Prev: 0.4%	2,712 SH	Decreased-45 SH
PEPSICO INC	COM	$403K	0.2%Prev: 0.2%	2,805 SH	Increased
PIMCO ETF TR	INTER MUN BD ACT	$942K	0.4%Prev: 0.5%	17,967 SH	Decreased-1,290 SH
PROCTER AND GAMBLE CO	COM	$524K	0.2%Prev: 0.3%	3,658 SH	Decreased-143 SH
PURPLE INNOVATION INC	COM	$79K	0.0%Prev: 0.1%	115,000 SH	Decreased
PUTNAM ETF TRUST	FOCUSED LAR CAP	$6.8M	3.0%	150,304 SH	New
RBB FUND TRUST	FIRST EAGLE GBL	$710K	0.3%Prev: 0.2%	15,432 SH	Increased+6,657 SH
RECURSION PHARMACEUTICALS IN	CL A	$41K	0.0%Prev: 0.0%	10,135 SH	Decreased
ROYAL CARIBBEAN GROUP	COM	$509K	0.2%Prev: 0.3%	1,825 SH	Decreased
RTX CORPORATION	COM	$1.3M	0.6%Prev: 0.5%	6,857 SH	Increased+5 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$542K	0.2%Prev: 0.2%	22,535 SH	Increased+3,598 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$7.1M	3.1%Prev: 2.9%	302,319 SH	Increased+45,409 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.5%Prev: 0.6%	46,872 SH	Increased+104 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.7M	4.7%Prev: 6.8%	389,507 SH	Decreased-133,129 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.8M	1.7%Prev: 1.5%	117,586 SH	Increased+18,684 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$370K	0.2%	3,147 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.4M	0.6%	17,107 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.9M	0.8%	41,674 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$239K	0.1%	4,370 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.4M	0.6%	9,236 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$379K	0.2%	2,444 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$281K	0.1%	1,955 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.6M	1.2%	61,496 SH	New
SOUTHWEST AIRLS CO	COM	$224K	0.1%	5,427 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	1.0%Prev: 0.8%	3,195 SH	Increased+707 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$4.4M	2.0%Prev: 2.4%	7,330 SH	Decreased-1,252 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.0M	2.2%	52,002 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$699K	0.3%Prev: 0.2%	15,258 SH	Increased+980 SH
T ROWE PRICE ETF INC	CAP APPRECIATION	$784K	0.3%Prev: 0.3%	20,518 SH	Increased+4,719 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$317K	0.1%	6,363 SH	New
TESLA INC	COM	$293K	0.1%Prev: 0.2%	652 SH	Decreased-91 SH
TRACTOR SUPPLY CO	COM	$215K	0.1%Prev: 0.1%	4,300 SH	Decreased
UNION PAC CORP	COM	$420K	0.2%Prev: 0.2%	1,817 SH	Decreased+8 SH
UNITEDHEALTH GROUP INC	COM	$318K	0.1%Prev: 0.2%	962 SH	Decreased+5 SH
US BANCORP DEL	COM NEW	$1.8M	0.8%Prev: 0.8%	33,954 SH	Increased+1,003 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.9M	2.6%Prev: 2.7%	56,914 SH	Increased+30 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.1M	0.5%Prev: 0.5%	2,925 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.1M	2.3%Prev: 2.3%	28,733 SH	Increased+672 SH
VANGUARD INDEX FDS	MID CAP ETF	$293K	0.1%Prev: 0.1%	1,011 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$818K	0.4%Prev: 0.4%	1,305 SH	Increased+51 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.3M	1.0%Prev: 1.1%	11,076 SH	Increased+126 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$206K	0.1%Prev: 0.1%	683 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%Prev: 0.5%	3,382 SH	Increased-5 SH
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.6%Prev: 0.5%	6,986 SH	Increased+1,759 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.1M	0.5%	23,354 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$384K	0.2%Prev: 0.2%	4,813 SH	Decreased-225 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$297K	0.1%Prev: 0.1%	2,069 SH	Increased+158 SH
VANGUARD WORLD FD	INF TECH ETF	$236K	0.1%Prev: 0.1%	313 SH	Increased
VISA INC	COM CL A	$907K	0.4%Prev: 0.3%	2,585 SH	Increased+984 SH
WALMART INC	COM	$326K	0.1%Prev: 0.2%	2,930 SH	Increased-157 SH
ZOOM COMMUNICATIONS INC	CL A	$232K	0.1%Prev: 0.1%	2,690 SH	Decreased-1,040 SH

Sold (vs prior filing)

FASTLY INC — $110K
FORD MTR CO — $161K
PFIZER INC — $264K
PRICE T ROWE GROUP INC — $358K
SELECT SECTOR SPDR TR — $372K
SELECT SECTOR SPDR TR — $2.7M
SELECT SECTOR SPDR TR — $378K
SELECT SECTOR SPDR TR — $303K
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $2.3M
SELECT SECTOR SPDR TR — $275K
SERVICENOW INC — $242K
SPDR SERIES TRUST — $4.2M
SPDR SERIES TRUST — $426K
VERIZON COMMUNICATIONS INC — $432K

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