account_balance
Investment manager · 13F filer · SEC CIK 2083276
Midwestern Financial, LLC
Reported value$146Mas of Sep 30, 2026
Positions55 1 new, 0 sold out
Top 10 weight57.6%SPY alone is 11%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
11.4%Added +5%
FLVAmerican Centy ETF Tr
7.5%Added +3%
AGGiShares Tr
7.4%Added +6%
ACWXiShares Tr
7.0%Added +5%
AVEMAmerican Centy ETF Tr
5.4%
AVDEAmerican Centy ETF Tr
5.3%Added +3%
JPSTJ P Morgan Exchange Traded F
4.8%Added +10%
VTVVanguard Index FDS
3.3%
SCHASchwab Strategic Tr
2.9%+10%
VOVanguard Index FDS
2.8%+12%
SCHBSchwab Strategic Tr
2.7%−15%
VTIVanguard Index FDS
2.6%−3%
SPYSPDR S&P 500 ETF Trust
11.4%Added +5%
FLVAmerican Centy ETF Tr
7.5%+3%
AGGiShares Tr
7.4%
ACWXiShares Tr
7.0%
AVEMAmerican Centy ETF Tr
5.4%
AVDEAmerican Centy ETF Tr
5.3%
JPSTJ P Morgan Exchange Traded F
4.8%
VTVVanguard Index FDS
3.3%
SCHA
VO2.8%
SCHB
VTI2.6%
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
SPY SPDR S&P 500 ETF Trust 11.4% Added +5%
FLV American Centy ETF Tr 7.5% Added +3%
AGG iShares Tr 7.4% Added +6%
ACWX iShares Tr 7.0% Added +5%
AVEM American Centy ETF Tr 5.4% Held
AVDE American Centy ETF Tr 5.3% Added +3%
JPST J P Morgan Exchange Traded F 4.8% Added +10%
VTV Vanguard Index FDS 3.3% Held
SCHA Schwab Strategic Tr 2.9% Added +10%
VO Vanguard Index FDS 2.8% Added +12%
SCHB Schwab Strategic Tr 2.7% Trimmed −15%
VTI Vanguard Index FDS 2.6% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- XLE $201K
arrow_upwardAdded
- VTES +34%
- VTIP +16%
- VO +12%
- JPST +10%
arrow_downwardTrimmed
- ROP −20%
- SCHB −15%
- VGSH −8%
- SUB −7%
remove_circleSold out
None
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