Institutional Fund
Midwest Capital Advisors, LLC
Grand Rapids, MICIK 20264805 filings on record
Portfolio Value
$214.00M
Q1 2026
Holdings
199
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+2.5%
from $208.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr17.6%
- Blackrock ETF Trust10.1%
- Blackrock ETF Trust9.0%
- Spdr Index Shs Fds5.6%
- Ishares Tr5.3%
- Ishares Tr4.5%
- Other47.9%
Portfolio Holdings
199 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.29M | $37.62M | 17.6% | +502.0K | Added |
| 2 | Blackrock ETF Trust | 672.5K | $21.62M | 10.1% | +672.5K | New |
| 3 | Blackrock ETF Trust | 331.6K | $19.29M | 9.0% | −93.8K | Reduced |
| 4 | Spdr Index Shs Fds | 255.2K | $11.97M | 5.6% | −152.8K | Reduced |
| 5 | Ishares Tr | 59.2K | $11.36M | 5.3% | +530 | Added |
| 6 | Ishares Tr | 39.7K | $9.53M | 4.5% | +1.7K | Added |
| 7 | Blackrock ETF Trust | 276.5K | $9.11M | 4.3% | +7.4K | Added |
| 8 | Blackrock ETF Trust | 218.0K | $7.90M | 3.7% | +6.6K | Added |
| 9 | Putnam ETF Trust | 164.7K | $7.64M | 3.6% | +35.5K | Added |
| 10 | Global X Fds | 96.1K | $6.81M | 3.2% | +33.0K | Added |
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