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: $285.1M136 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$270K	0.1%	1,074 SH	New
ADVANCED MICRO DEVICES INC	COM	$12.4M	4.3%Prev: 3.1%	21,269 SH	Increased-20,438 SH
AFLAC INC	COM	$256K	0.1%Prev: 0.1%	2,184 SH	Increased+12 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.5%Prev: 0.7%	3,823 SH	Decreased-4,210 SH
ALPHABET INC	CAP STK CL C	$297K	0.1%	842 SH	New
AMAZON COM INC	COM	$2.6M	0.9%Prev: 0.9%	11,023 SH	Increased+3,633 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$7.3M	2.6%Prev: 2.3%	79,903 SH	Increased+16,840 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$546K	0.2%Prev: 0.1%	4,624 SH	Increased+2,248 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$15.3M	5.4%Prev: 5.0%	122,270 SH	Increased+16,931 SH
AMERICAN EXPRESS CO	COM	$924K	0.3%Prev: 0.5%	2,733 SH	Increased
AMPLITECH GROUP INC	COM NEW	$201K	0.1%	28,950 SH	New
APPLE INC	COM	$8.8M	3.1%Prev: 3.4%	30,543 SH	Increased-1,053 SH
APPLIED MATLS INC	COM	$1.6M	0.6%Prev: 0.2%	2,281 SH	Increased+8 SH
ARM HOLDINGS PLC	SPONSORED ADS	$306K	0.1%	863 SH	New
BANK OF AMER CORP	COM	$343K	0.1%	6,011 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.7M	1.3%Prev: 1.7%	7,368 SH	Increased+892 SH
BOEING CO	COM	$1.9M	0.7%Prev: 1.0%	8,687 SH	Increased-113 SH
BROADCOM INC	COM	$1.2M	0.4%Prev: 0.4%	3,148 SH	Increased+216 SH
CANADIAN PACIFIC KANSAS CITY	COM	$544K	0.2%Prev: 0.3%	6,275 SH	Increased+100 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$3.0M	1.1%	61,421 SH	New
CAPITOL FED FINL INC	COM	$112K	0.0%Prev: 0.1%	13,150 SH	Decreased-12,257 SH
CHEVRON CORPORATION	COM	$555K	0.2%	3,351 SH	New
CONOCOPHILLIPS	COM	$262K	0.1%Prev: 0.1%	2,517 SH	Increased-34 SH
COSTCO WHOLESALE CORPORATION	COM	$1.8M	0.6%	1,920 SH	New
CSX CORP	COM	$851K	0.3%Prev: 0.3%	17,900 SH	Increased-1,900 SH
DEERE & CO	COM	$205K	0.1%	323 SH	New
DEVON ENERGY CORP NEW	COM	$294K	0.1%Prev: 0.3%	7,106 SH	Decreased-9,269 SH
DOLLAR GEN CORP	COM	$427K	0.1%	3,709 SH	New
DRAFTKINGS INC NEW	COM CL A	$212K	0.1%Prev: 0.3%	8,395 SH	Decreased-3,855 SH
EVERGY INC	COM	$219K	0.1%	2,538 SH	New
EXXON MOBIL CORP	COM	$1.8M	0.6%Prev: 0.8%	13,187 SH	Increased-1,066 SH
FIFTH THIRD BANCORP	COM	$1.0M	0.4%Prev: 0.3%	18,550 SH	Increased+2,450 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$2.2M	0.8%	42,306 SH	New
FIRST TR EXCH TRD ALPHDX FD	EMERG MKT ALPH	$2.1M	0.8%Prev: 1.2%	67,107 SH	Decreased-24,439 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.9M	0.7%Prev: 1.0%	38,313 SH	Increased+165 SH
FIRST TR EXCHANGE-TRADED FD	LNG DUR OPRTUN	$2.9M	1.0%Prev: 1.0%	134,827 SH	Increased+44,382 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.9M	0.7%	20,707 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$2.7M	1.0%	139,583 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD ETF	$2.9M	1.0%	74,091 SH	New
FIRST TR EXCHNG TRADED FD VI	MULTI STRATEGY	$2.5M	0.9%	103,963 SH	New
FIRST TR EXCHNG TRADED FD VI	SMIT UNCO BD ETF	$3.7M	1.3%	149,886 SH	New
FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$4.7M	1.6%Prev: 0.6%	109,924 SH	Increased+75,413 SH
GLOBAL X FDS	CYBRSCURTY ETF	$863K	0.3%	22,585 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$476K	0.2%	7,970 SH	New
GLOBAL X FDS	GLOBAL X URANIUM	$593K	0.2%	13,559 SH	New
HERC HLDGS INC	COM	$353K	0.1%Prev: 0.1%	2,465 SH	Increased+662 SH
INTEL CORP	COM	$202K	0.1%	1,450 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.4M	0.5%Prev: 0.7%	19,046 SH	Increased+802 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$285K	0.1%Prev: 0.1%	5,273 SH	Increased+17 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$478K	0.2%	2,245 SH	New
INVESCO QQQ TR	UNIT SER 1	$14.9M	5.2%Prev: 5.0%	20,168 SH	Increased+2,844 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$215K	0.1%Prev: 0.4%	6,451 SH	Decreased-5,437 SH
ISHARES GOLD TR	ISHARES NEW	$530K	0.2%Prev: 0.8%	7,024 SH	Decreased-15,994 SH
ISHARES TR	20 YR TR BD ETF	$2.7M	0.9%Prev: 1.5%	31,223 SH	Decreased-225 SH
ISHARES TR	CORE S&P SCP ETF	$4.5M	1.6%Prev: 2.1%	30,580 SH	Increased-6,301 SH
ISHARES TR	CORE S&P500 ETF	$302K	0.1%Prev: 0.1%	403 SH	Increased
ISHARES TR	EXPANDED TECH	$1.8M	0.6%	20,110 SH	New
ISHARES TR	IBOXX INV CP ETF	$1.5M	0.5%Prev: 3.2%	13,380 SH	Decreased-41,815 SH
ISHARES TR	ISHARES SEMICDTR	$7.9M	2.8%Prev: 1.9%	12,286 SH	Increased-2,781 SH
ISHARES TR	MSCI EAFE ETF	$289K	0.1%	2,780 SH	New
ISHARES TR	MSCI USA MIN ETF	$831K	0.3%	8,618 SH	New
ISHARES TR	RUS MID CAP ETF	$1.2M	0.4%Prev: 0.2%	11,182 SH	Increased+8,007 SH
ISHARES TR	RUSSELL 2000 ETF	$547K	0.2%Prev: 0.2%	1,821 SH	Increased+180 SH
ISHARES TR	S&P 500 GRWT ETF	$17.1M	6.0%Prev: 6.4%	124,345 SH	Increased+13,221 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$479K	0.2%	8,473 SH	New
JOHNSON & JOHNSON	COM	$498K	0.2%Prev: 0.2%	1,959 SH	Increased-14 SH
JPMORGAN CHASE & CO	COM	$332K	0.1%	1,014 SH	New
LAM RESEARCH CORP	COM NEW	$275K	0.1%Prev: 0.3%	635 SH	Decreased-6,041 SH
LATTICE SEMICONDUCTOR CORP	COM	$918K	0.3%Prev: 0.2%	6,000 SH	Increased-1,125 SH
LISTED FDS TR	ROUN MA SEVE ETF	$260K	0.1%	4,045 SH	New
MASTERCARD INCORPORATED	CL A	$684K	0.2%Prev: 0.4%	1,332 SH	Decreased-33 SH
MCDONALDS CORP	COM	$349K	0.1%Prev: 0.2%	1,291 SH	Decreased-50 SH
MICRON TECHNOLOGY INC	COM	$10.9M	3.8%Prev: 1.5%	9,460 SH	Increased-13,440 SH
MICROSOFT CORP	COM	$4.0M	1.4%Prev: 2.5%	10,663 SH	Decreased+1,256 SH
NEOS ETF TRUST	NASDAQ 100 HIGH	$767K	0.3%	13,500 SH	New
NUVEEN AMT-FREE MUN VALUE FD	COM	$607K	0.2%	42,199 SH	New
NVIDIA CORPORATION	COM	$2.3M	0.8%Prev: 0.5%	11,626 SH	Increased+6,191 SH
ONE GAS INC	COM	$479K	0.2%Prev: 0.2%	6,213 SH	Increased-155 SH
ONEOK INC NEW	COM	$3.0M	1.1%Prev: 1.4%	34,696 SH	Increased+1,191 SH
ORACLE CORP	COM	$462K	0.2%Prev: 0.3%	3,155 SH	Decreased+348 SH
PEPSICO INC	COM	$405K	0.1%Prev: 0.2%	2,988 SH	Increased+190 SH
PIMCO ETF TR	INTER MUN BD ACT	$1.0M	0.4%Prev: 0.5%	19,011 SH	Decreased-610 SH
PROCTER & GAMBLE CO	COM	$555K	0.2%	3,787 SH	New
PURPLE INNOVATION INC	COM	$41K	0.0%Prev: 0.0%	115,000 SH	Decreased
PUTNAM ETF TRUST	FOCUSED LAR CAP	$8.4M	3.0%	165,608 SH	New
QUALCOMM INC	COM	$1.9M	0.7%	10,330 SH	New
RBB FUND TRUST	FIRST EAGLE GBL	$1.8M	0.6%	36,437 SH	New
RECURSION PHARMACEUTICALS IN	CL A	$66K	0.0%Prev: 0.0%	18,115 SH	Increased+6,096 SH
ROBINHOOD MKTS INC	COM CL A	$383K	0.1%	3,824 SH	New
ROUNDHILL ETF TRUST	MEMORY ETF	$759K	0.3%	10,275 SH	New
ROYAL CARIBBEAN GROUP	COM	$564K	0.2%Prev: 0.3%	1,775 SH	Decreased-75 SH
RTX CORPORATION	COM	$1.3M	0.5%Prev: 0.5%	6,906 SH	Increased+70 SH
SCHWAB CHARLES CORP	COM	$209K	0.1%	2,266 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$689K	0.2%Prev: 0.2%	24,865 SH	Increased+7,228 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$7.7M	2.7%Prev: 3.1%	334,025 SH	Increased+83,253 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.4M	0.5%Prev: 0.6%	47,258 SH	Increased+625 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.2M	4.3%Prev: 7.2%	386,258 SH	Decreased-129,646 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.8M	1.7%Prev: 1.2%	142,537 SH	Increased+67,481 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.8M	0.6%	11,567 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$312K	0.1%	2,660 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.9M	0.7%	36,295 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$275K	0.1%	5,139 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$553K	0.2%	2,986 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$1.2M	0.4%	14,845 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$345K	0.1%	3,224 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$392K	0.1%	2,058 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$3.2M	1.1%	70,647 SH	New
SERVICENOW INC	COM	$227K	0.1%Prev: 0.1%	2,290 SH	Decreased+2,052 SH
SOUTHWEST AIRLS CO	COM	$279K	0.1%	5,427 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$472K	0.2%	3,100 SH	New
SPDR SERIES TRUST	ST STR SP600GRWO	$6.4M	2.2%	53,306 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$702K	0.2%	17,458 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.2M	1.1%	4,282 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$5.2M	1.8%	7,459 SH	New
T ROWE PRICE EXCHANGE-TRADED	CAP APPRECIATION	$1.0M	0.4%	25,464 SH	New
T ROWE PRICE EXCHANGE-TRADED	ULTRA SHRT TRM	$944K	0.3%	18,957 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$310K	0.1%	649 SH	New
UNION PAC CORP	COM	$504K	0.2%Prev: 0.2%	1,852 SH	Increased+51 SH
UNITEDHEALTH GROUP INC	COM	$410K	0.1%Prev: 0.2%	985 SH	Increased+47 SH
US BANCORP	COM NEW	$2.0M	0.7%	33,134 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$6.4M	2.3%Prev: 2.8%	61,996 SH	Increased+4,865 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.3M	0.5%Prev: 0.4%	1,990 SH	Increased-925 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$5.9M	2.1%Prev: 2.4%	30,111 SH	Increased+2,212 SH
VANGUARD INDEX FDS	MID CAP ETF	$430K	0.2%Prev: 0.1%	5,339 SH	Increased+4,329 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.4%Prev: 0.4%	1,752 SH	Increased+500 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.7M	0.9%Prev: 1.1%	11,105 SH	Increased+501 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$238K	0.1%	651 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%Prev: 0.5%	3,356 SH	Increased-16 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.5%Prev: 0.5%	6,895 SH	Increased+1,703 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$1.3M	0.4%	27,190 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$378K	0.1%Prev: 0.3%	4,778 SH	Decreased-2,835 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$329K	0.1%Prev: 0.1%	2,083 SH	Increased+323 SH
VANGUARD WORLD FD	INF TECH ETF	$491K	0.2%Prev: 0.1%	4,108 SH	Increased+3,805 SH
VISA INC	COM CL A	$1.4M	0.5%Prev: 0.3%	4,092 SH	Increased+2,383 SH
WALMART INC	COM	$416K	0.1%Prev: 0.2%	3,674 SH	Increased+469 SH
ZOOM COMMUNICATIONS INC	CL A	$224K	0.1%Prev: 0.2%	2,598 SH	Decreased-1,272 SH

Sold (vs prior filing)

ARK ETF TR — $228K
BANK AMERICA CORP — $265K
CHEVRON CORP NEW — $457K
COCA COLA CO — $272K
COSTCO WHSL CORP NEW — $1.3M
DOLLAR GEN CORP NEW — $435K
FASTLY INC — $94K
FIRST TR EXCHANGE TRADED FD — $2.9M
FIRST TR EXCHANGE-TRADED FD — $2.7M
FIRST TR EXCHNG TRADED FD VI — $2.4M
FORD MTR CO — $146K
ISHARES TR — $821K
ISHARES TR — $1.5M
ISHARES TR — $293K
JPMORGAN CHASE & CO. — $268K
LITMAN GREGORY FDS TR — $1.8M
PFIZER INC — $256K
PRICE T ROWE GROUP INC — $320K
PROCTER AND GAMBLE CO — $606K
SELECT SECTOR SPDR TR — $341K
… and 16 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