Institutional Fund
Midwest Financial Group LLC
Overland Park, KSCIK 19671935 filings on record
Portfolio Value
$234.50M
Q1 2026
Holdings
126
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+3.6%
from $226.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.7%
- American Centy ETF Tr5.5%
- Schwab Strategic Tr5.0%
- Invesco Qqq Tr4.7%
- Advanced Micro Devices Inc3.7%
- Apple Inc3.4%
- Other72.1%
Portfolio Holdings
126 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 117.6K | $13.30M | 5.7% | +3.8K | Added |
| 2 | American Centy ETF Tr | 117.5K | $12.98M | 5.5% | +4.7K | Added |
| 3 | Schwab Strategic Tr | 381.0K | $11.69M | 5.0% | −8.5K | Reduced |
| 4 | Invesco Qqq Tr | 19.2K | $11.08M | 4.7% | +595 | Added |
| 5 | Advanced Micro Devices Inc | 42.1K | $8.57M | 3.7% | −165 | Reduced |
| 6 | Apple Inc | 31.1K | $7.89M | 3.4% | −135 | Reduced |
| 7 | Schwab Strategic Tr | 311.2K | $7.23M | 3.1% | +8.9K | Added |
| 8 | Putnam ETF Trust | 154.6K | $7.17M | 3.1% | +4.3K | Added |
| 9 | Micron Technology Inc | 20.8K | $7.02M | 3.0% | −2.4K | Reduced |
| 10 | American Centy ETF Tr | 69.8K | $5.62M | 2.4% | +2.2K | Added |
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