account_balance

Investment manager · 13F filer · SEC CIK 1967193

Midwest Financial Group LLC

Reported value$295Mas of Sep 30, 2026
Positions138 8 new, 6 sold out
Top 10 weight40.0%IVW alone is 6%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVW iShares Tr 6.2% Added +3%
QQQ Invesco QQQ Tr 5.2% Added +2%
AVUV American Centy ETF Tr 5.0% Added +3%
AMD Advanced Micro Devices Inc 4.4% Held
SCHD Schwab Strategic Tr 4.3% Held
AAPL Apple Inc. 3.4% HeldMU Micron Technology Inc 3.3% Trimmed −2%
PVAL Putnam ETF Trust 3.0% Held
SOXX iShares Tr 2.7% Added +12%
AVLV American Centy ETF Tr 2.6% Added +7%
SCHZ Schwab Strategic Tr 2.5% Held
MOAT Vaneck ETF Trust 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • PSEP $771K
  • VSH $522K
  • RMBS $478K
  • PAUG $477K
arrow_upwardAdded
  • XLI +69%
  • TBUX +56%
  • DRAM +41%
  • QQQI +35%
arrow_downwardTrimmed
  • SMH −10%
  • SPY −4%
  • CIBR −3%
  • LQD −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist