Midwestern Financial, LLC /IA: 13F holdings
CIK 20832762026Q2
| Positions | 54 |
|---|
| Reported value | $142.8m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 54 (+0 vs prior quarter) |
|---|
| Reported value | $142.8m (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 20,736 | $15.5m | 10.8% |
| AGG ISHARES TR | 107,267 | $10.6m | 7.4% |
| FLV AMERICAN CENTY ETF TR | 128,393 | $10.4m | 7.3% |
| ACWX ISHARES TR | 127,559 | $9.7m | 6.8% |
| AVEM AMERICAN CENTY ETF TR | 83,210 | $8.0m | 5.6% |
| AVDE AMERICAN CENTY ETF TR | 82,988 | $7.4m | 5.2% |
| JPST J P MORGAN EXCHANGE TRADED F | 125,148 | $6.3m | 4.4% |
| VTV VANGUARD INDEX FDS | 22,887 | $5.0m | 3.5% |
| SCHB SCHWAB STRATEGIC TR | 159,235 | $4.6m | 3.2% |
| SCHA SCHWAB STRATEGIC TR | 116,492 | $4.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2083276")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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