account_balance

Investment manager · 13F filer · SEC CIK 2137280

Midwest Financial Network, LLC

Reported value$147Mas of Sep 30, 2026

Positions105 6 new, 6 sold out

Top 10 weight37.4%SPY alone is 8%

FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

8.5%Trimmed −7%

SPDWSPDR Index SHS FDS

5.4%Added +119%

SPEMSPDR Index SHS FDS

4.2%Added +49%

FIVAFidelity Covington Trust

3.1%Added +240%

XLSRSsga Active Tr

3.1%Trimmed −9%

QUSSPDR Series Trust

3.0%Trimmed −9%

FSECFidelity Merrimack STR Tr

2.7%Added +170%

TOTLSsga Active ETF Tr

2.6%Added +64%

VOOVanguard Index FDS

2.5%Trimmed −47%

FDRRFidelity Covington Trust

2.4%Added +150%

SPYMSPDR Series Trust

2.3%Added +14%

SPSMSPDR Series Trust

2.0%Added +12%

SPYSPDR S&P 500 ETF Trust

8.5%Trimmed −7%

SPDWSPDR Index SHS FDS

5.4%+119%

SPEMSPDR Index SHS FDS

4.2%+49%

FIVAFidelity Covington Trust

3.1%+240%

XLSRSsga Active Tr

3.1%−9%

QUSSPDR Series Trust

3.0%

FSECFidelity Merrimack STR Tr

2.7%

TOTLSsga Active ETF Tr

2.6%

VOOVanguard Index FDS

2.5%

FDRR2.4%

SPYM2.3%

SPSM2.0%

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 8.5% Trimmed −7%

SPDW SPDR Index SHS FDS 5.4% Added +119%

SPEM SPDR Index SHS FDS 4.2% Added +49%

FIVA Fidelity Covington Trust 3.1% Added +240%

XLSR Ssga Active Tr 3.1% Trimmed −9%

QUS SPDR Series Trust 3.0% Trimmed −9%

FSEC Fidelity Merrimack STR Tr 2.7% Added +170%

TOTL Ssga Active ETF Tr 2.6% Added +64%

VOO Vanguard Index FDS 2.5% Trimmed −47%

FDRR Fidelity Covington Trust 2.4% Added +150%

SPYM SPDR Series Trust 2.3% Added +14%

SPSM SPDR Series Trust 2.0% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 7, 2026 filing

add_circleNew

FELC $2.95M
GWX $1.75M
CVIE $652K
FIDI $365K

arrow_upwardAdded

FIVA +240%
SPTL +223%
RPV +183%
FBND +181%

arrow_downwardTrimmed

TDIV −57%
QTEC −57%
SPEU −57%
VOOG −57%

remove_circleSold out

FDVV $627K
CTVA $397K
SPTI $296K
FQAL $259K

Midwest Financial Network, LLC

Where the money is

Biggest moves since Jun 30, 2026

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