Institutional Fund
Midwestern Financial, LLC /Ia
Iowa City, IACIK 20832764 filings on record
Portfolio Value
$127.12M
Q1 2026
Holdings
54
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+5.2%
from $120.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr10.2%
- Ishares Tr7.7%
- American Centy ETF Tr7.4%
- Ishares Tr6.5%
- American Centy ETF Tr5.3%
- American Centy ETF Tr5.3%
- Other57.5%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 20.0K | $12.98M | 10.2% | +3.1K | Added |
| 2 | Ishares Tr | 98.6K | $9.78M | 7.7% | +15.0K | Added |
| 3 | American Centy ETF Tr | 123.2K | $9.45M | 7.4% | +11.4K | Added |
| 4 | Ishares Tr | 120.7K | $8.26M | 6.5% | +18.9K | Added |
| 5 | American Centy ETF Tr | 83.8K | $6.75M | 5.3% | +5.6K | Added |
| 6 | American Centy ETF Tr | 79.5K | $6.74M | 5.3% | +5.8K | Added |
| 7 | J P Morgan Exchange Traded F | 109.5K | $5.54M | 4.4% | +27.4K | Added |
| 8 | Vanguard Index Fds | 25.2K | $4.94M | 3.9% | −6.3K | Reduced |
| 9 | Schwab Strategic Tr | 180.3K | $4.53M | 3.6% | −5.7K | Reduced |
| 10 | Vanguard Index Fds | 11.0K | $3.54M | 2.8% | −2.1K | Reduced |
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