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: $234.5M124 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$233K	0.1%Prev: 0.1%	1,072 SH	Increased+7 SH
ADVANCED MICRO DEVICES INC	COM	$8.6M	3.7%Prev: 2.3%	42,128 SH	Increased+2,930 SH
AFLAC INC	COM	$239K	0.1%Prev: 0.1%	2,181 SH	Decreased+13 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.4%Prev: 0.6%	3,573 SH	Increased-2,728 SH
ALPHABET INC	CAP STK CL C	$253K	0.1%	882 SH	New
AMAZON COM INC	COM	$2.3M	1.0%Prev: 0.6%	11,267 SH	Increased+5,740 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.6M	2.4%Prev: 2.4%	69,764 SH	Increased+6,640 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$460K	0.2%	4,382 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$13.0M	5.5%Prev: 5.1%	117,507 SH	Increased+16,018 SH
AMERICAN EXPRESS CO	COM	$827K	0.4%Prev: 0.4%	2,733 SH	Increased
APPLE INC	COM	$7.9M	3.4%Prev: 4.6%	31,075 SH	Decreased-4,721 SH
APPLIED MATLS INC	COM	$779K	0.3%Prev: 0.2%	2,278 SH	Increased+5 SH
BANK AMERICA CORP	COM	$298K	0.1%Prev: 0.1%	6,110 SH	Increased+602 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.4M	1.4%Prev: 1.5%	7,046 SH	Increased+2,352 SH
BOEING CO	COM	$1.7M	0.7%Prev: 0.9%	8,782 SH	Increased+157 SH
BROADCOM INC	COM	$935K	0.4%Prev: 0.2%	3,022 SH	Increased+837 SH
CANADIAN PACIFIC KANSAS CITY	COM	$494K	0.2%Prev: 0.3%	6,275 SH	Increased+100 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$813K	0.3%	19,102 SH	New
CAPITOL FED FINL INC	COM	$103K	0.0%Prev: 0.1%	14,427 SH	Decreased-11,470 SH
CHEVRON CORPORATION	COM	$691K	0.3%	3,338 SH	New
CONOCOPHILLIPS	COM	$332K	0.1%Prev: 0.2%	2,517 SH	Increased-34 SH
COSTCO WHOLESALE CORPORATION	COM	$2.0M	0.9%	2,004 SH	New
CSX CORP	COM	$768K	0.3%Prev: 0.3%	18,700 SH	Increased-1,700 SH
DEVON ENERGY CORP NEW	COM	$447K	0.2%Prev: 0.4%	8,881 SH	Decreased-7,362 SH
DOLLAR GEN CORP	COM	$443K	0.2%	3,734 SH	New
DRAFTKINGS INC NEW	COM CL A	$223K	0.1%Prev: 0.2%	10,300 SH	Decreased-1,950 SH
EVERGY INC	COM	$208K	0.1%Prev: 0.2%	2,536 SH	Decreased-1,267 SH
EXXON MOBIL CORP	COM	$2.4M	1.0%Prev: 1.0%	14,203 SH	Increased+203 SH
FIFTH THIRD BANCORP	COM	$911K	0.4%Prev: 0.3%	19,600 SH	Increased+4,300 SH
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$2.0M	0.9%Prev: 1.3%	66,970 SH	Decreased-28,050 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$2.5M	1.1%Prev: 1.5%	64,411 SH	Decreased-6,904 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.8M	0.8%Prev: 1.3%	36,944 SH	Decreased-7,916 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.7M	1.2%Prev: 1.3%	125,878 SH	Increased+23,476 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.2M	0.5%	19,894 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.6M	1.1%Prev: 1.2%	72,932 SH	Increased+4,021 SH
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$3.3M	1.4%Prev: 0.3%	84,018 SH	Increased+66,253 SH
GLOBAL X FDS	CYBRSCURTY ETF	$323K	0.1%	12,880 SH	New
GLOBAL X FDS	GLOBAL X URANIUM	$497K	0.2%	10,270 SH	New
HERC HLDGS INC	COM	$245K	0.1%Prev: 0.1%	2,465 SH	Increased+862 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.3M	0.6%Prev: 0.8%	18,380 SH	Decreased-148 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$250K	0.1%Prev: 0.1%	5,256 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$354K	0.2%	1,844 SH	New
INVESCO QQQ TR	UNIT SER 1	$11.1M	4.7%Prev: 3.6%	19,194 SH	Increased+5,970 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$335K	0.1%Prev: 0.3%	8,721 SH	Decreased-1,467 SH
ISHARES GOLD TR	ISHARES NEW	$617K	0.3%Prev: 0.8%	6,997 SH	Decreased-16,021 SH
ISHARES TR	20 YR TR BD ETF	$2.9M	1.2%Prev: 1.6%	33,073 SH	Increased+1,983 SH
ISHARES TR	CORE S&P SCP ETF	$3.8M	1.6%Prev: 2.2%	30,187 SH	Decreased-6,649 SH
ISHARES TR	CORE S&P500 ETF	$263K	0.1%Prev: 0.1%	403 SH	Increased+40 SH
ISHARES TR	IBOXX INV CP ETF	$5.2M	2.2%Prev: 4.1%	48,094 SH	Decreased-17,055 SH
ISHARES TR	ISHARES SEMICDTR	$5.2M	2.2%Prev: 1.6%	15,750 SH	Increased+1,075 SH
ISHARES TR	MSCI EAFE ETF	$254K	0.1%	2,613 SH	New
ISHARES TR	MSCI USA MIN VOL	$807K	0.3%Prev: 0.5%	8,703 SH	Decreased-128 SH
ISHARES TR	NATIONAL MUN ETF	$1.9M	0.8%Prev: 0.5%	18,197 SH	Increased+10,145 SH
ISHARES TR	PFD AND INCM SEC	$226K	0.1%Prev: 0.2%	7,465 SH	Decreased-2,090 SH
ISHARES TR	RUS MID CAP ETF	$852K	0.4%	8,765 SH	New
ISHARES TR	RUSSELL 2000 ETF	$396K	0.2%Prev: 0.2%	1,596 SH	Increased-354 SH
ISHARES TR	S&P 500 GRWT ETF	$13.3M	5.7%Prev: 6.2%	117,595 SH	Increased+2,640 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$330K	0.1%	5,828 SH	New
JOHNSON & JOHNSON	COM	$479K	0.2%Prev: 0.2%	1,958 SH	Increased-625 SH
JPMORGAN CHASE & CO	COM	$297K	0.1%	1,010 SH	New
LAM RESEARCH CORP	COM NEW	$593K	0.3%Prev: 0.3%	2,776 SH	Increased-3,899 SH
LATTICE SEMICONDUCTOR CORP	COM	$717K	0.3%Prev: 0.2%	7,725 SH	Increased+480 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$2.4M	1.0%Prev: 1.0%	80,922 SH	Increased+12,283 SH
MASTERCARD INCORPORATED	CL A	$671K	0.3%Prev: 0.4%	1,343 SH	Decreased-21 SH
MCDONALDS CORP	COM	$401K	0.2%Prev: 0.2%	1,291 SH	Decreased-49 SH
MICRON TECHNOLOGY INC	COM	$7.0M	3.0%Prev: 1.1%	20,782 SH	Increased-1,048 SH
MICROSOFT CORP	COM	$3.7M	1.6%Prev: 2.0%	10,023 SH	Increased+797 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$229K	0.1%	4,600 SH	New
NIKE INC	CL B	$220K	0.1%	4,158 SH	New
NUVEEN AMT-FREE MUN VALUE FD	COM	$605K	0.3%	42,199 SH	New
NVIDIA CORPORATION	COM	$1.6M	0.7%Prev: 0.3%	9,339 SH	Increased+4,044 SH
ONE GAS INC	COM	$535K	0.2%Prev: 0.3%	6,213 SH	Increased-205 SH
ONEOK INC NEW	COM	$3.2M	1.4%Prev: 2.0%	35,594 SH	Decreased+1,597 SH
ORACLE CORP	COM	$427K	0.2%Prev: 0.2%	2,903 SH	Increased+236 SH
PEPSICO INC	COM	$438K	0.2%Prev: 0.2%	2,820 SH	Increased+130 SH
PIMCO ETF TR	INTER MUN BD ACT	$939K	0.4%Prev: 0.5%	17,993 SH	Increased+1,758 SH
PROCTER & GAMBLE CO	COM	$550K	0.2%	3,807 SH	New
PURPLE INNOVATION INC	COM	$76K	0.0%	115,000 SH	New
PUTNAM ETF TRUST	FOCUSED LAR CAP	$7.2M	3.1%	154,629 SH	New
QUALCOMM INC	COM	$1.4M	0.6%	10,630 SH	New
RBB FUND TRUST	FIRST EAGLE GBL	$1.2M	0.5%	25,768 SH	New
RECURSION PHARMACEUTICALS IN	CL A	$31K	0.0%Prev: 0.0%	10,135 SH	Decreased-1,884 SH
ROYAL CARIBBEAN GROUP	COM	$488K	0.2%Prev: 0.2%	1,775 SH	Increased-75 SH
RTX CORPORATION	COM	$1.3M	0.6%Prev: 0.5%	6,875 SH	Increased+177 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$597K	0.3%Prev: 0.2%	24,111 SH	Increased+6,624 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$7.2M	3.1%Prev: 2.8%	311,242 SH	Increased+99,516 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	0.5%Prev: 0.6%	47,004 SH	Increased+509 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.7M	5.0%Prev: 6.4%	380,970 SH	Increased-15,804 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.0M	1.7%Prev: 1.1%	137,123 SH	Increased+64,131 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$349K	0.1%	3,151 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.5M	0.6%	17,114 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.5M	1.1%	40,289 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$245K	0.1%	4,971 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.4M	0.6%	9,356 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$481K	0.2%	2,973 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$283K	0.1%	2,131 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.9M	1.2%	63,799 SH	New
SOUTHWEST AIRLS CO	COM	$204K	0.1%	5,427 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.4M	2.3%	54,040 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$800K	0.3%	16,758 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.6M	1.1%	3,987 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$4.5M	1.9%	7,276 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$823K	0.4%Prev: 0.2%	23,132 SH	Increased+14,376 SH
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$607K	0.3%	12,200 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$219K	0.1%	649 SH	New
TESLA INC	COM	$284K	0.1%	764 SH	New
UNION PAC CORP	COM	$443K	0.2%Prev: 0.2%	1,825 SH	Increased+32 SH
UNITEDHEALTH GROUP INC	COM	$265K	0.1%Prev: 0.4%	981 SH	Decreased-246 SH
US BANCORP	COM NEW	$1.8M	0.7%	33,734 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$5.6M	2.4%Prev: 2.9%	57,686 SH	Increased+812 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.1M	0.5%Prev: 0.3%	2,925 SH	Increased+110 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.3M	2.3%Prev: 2.6%	28,848 SH	Increased+1,390 SH
VANGUARD INDEX FDS	MID CAP ETF	$290K	0.1%Prev: 0.1%	1,011 SH	Increased+91 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$788K	0.3%Prev: 0.3%	1,319 SH	Increased+302 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	1.0%Prev: 1.1%	11,055 SH	Increased+466 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%Prev: 0.5%	3,342 SH	Increased-30 SH
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.6%Prev: 0.5%	6,815 SH	Increased+1,623 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.2M	0.5%	24,638 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$371K	0.2%Prev: 0.4%	4,683 SH	Decreased-3,045 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$307K	0.1%Prev: 0.1%	2,076 SH	Increased+362 SH
VANGUARD WORLD FD	INF TECH ETF	$219K	0.1%	314 SH	New
VISA INC	COM CL A	$841K	0.4%Prev: 0.4%	2,783 SH	Increased+1,037 SH
WALMART INC	COM	$448K	0.2%Prev: 0.1%	3,606 SH	Increased+1,005 SH
ZOOM COMMUNICATIONS INC	CL A	$208K	0.1%Prev: 0.2%	2,590 SH	Decreased-1,420 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $531K
COCA COLA CO — $266K
COSTCO WHSL CORP NEW — $1.0M
DOLLAR GEN CORP NEW — $364K
FASTLY INC — $86K
FIRST TR EXCHANGE-TRADED FD — $5.5M
FORD MTR CO — $117K
JPMORGAN CHASE & CO. — $226K
PFIZER INC — $259K
PRICE T ROWE GROUP INC — $323K
PROCTER AND GAMBLE CO — $648K
SELECT SECTOR SPDR TR — $302K
SELECT SECTOR SPDR TR — $3.0M
SELECT SECTOR SPDR TR — $248K
SELECT SECTOR SPDR TR — $1.3M
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $2.0M
SPDR S&P 500 ETF TR — $1.4M
SPDR S&P MIDCAP 400 ETF TR — $4.7M
SPDR SER TR — $2.5M
… and 5 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