13F HOLDINGS REPORT

Midwest Financial Group LLC

Quarter ended Q4 2025 · Filed January 20, 2026 · Accession 0001967193-26-000002

Total Value

$226.4M

Positions

123

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (123)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287309	113,758	$14.0M	6.19%
2	AMERICAN CENTY ETF TR	025072877	112,787	$11.5M	5.08%
3	INVESCO QQQ TR	IVZ	18,599	$11.4M	5.05%
4	SCHWAB STRATEGIC TR	808524797	389,507	$10.7M	4.72%
5	ADVANCED MICRO DEVICES INC	AMD	42,293	$9.1M	4.00%
6	APPLE INC	AAPL	31,210	$8.5M	3.75%
7	SCHWAB STRATEGIC TR	808524839	302,319	$7.1M	3.12%
8	PUTNAM ETF TRUST	746729300	150,304	$6.8M	3.03%
9	MICRON TECHNOLOGY INC	MU	23,140	$6.6M	2.92%
10	VANECK ETF TRUST	92189F643	56,914	$5.9M	2.60%
11	ISHARES TR	464287242	48,414	$5.3M	2.36%
12	AMERICAN CENTY ETF TR	025072349	67,529	$5.1M	2.26%
13	VANGUARD INDEX FDS	922908512	28,733	$5.1M	2.25%
14	ISHARES TR	464287523	15,533	$4.7M	2.07%
15	SPDR SERIES TRUST	78464A201	48,941	$4.6M	2.04%
16	MICROSOFT CORP	MSFT	9,183	$4.4M	1.96%
17	SPDR S&P MIDCAP 400 ETF TR	MDY	7,330	$4.4M	1.95%
18	SCHWAB STRATEGIC TR	808524300	117,586	$3.8M	1.69%
19	ISHARES TR	464287804	30,600	$3.7M	1.62%
20	BERKSHIRE HATHAWAY INC DEL	BRK-A	6,927	$3.5M	1.54%
21	ISHARES TR	464287432	32,293	$2.8M	1.24%
22	FIRST TR EXCHANGE-TRADED FD	33738D606	121,514	$2.7M	1.17%
23	SELECT SECTOR SPDR TR	81369Y886	61,496	$2.6M	1.16%
24	ONEOK INC NEW	OKE	35,397	$2.6M	1.15%
25	FIRST TR EXCHNG TRADED FD VI	33740U752	72,562	$2.6M	1.15%
26	FIRST TR EXCHANGE TRADED FD	33738R662	64,793	$2.6M	1.15%
27	FRANKLIN TEMPLETON ETF TR	FGDL	66,230	$2.6M	1.14%
28	ALPHABET INC	GOOG	8,078	$2.5M	1.12%
29	VANGUARD INDEX FDS	922908611	11,076	$2.3M	1.04%
30	LITMAN GREGORY FDS TR	53700T827	80,578	$2.3M	1.00%
31	SPDR S&P 500 ETF TR	SPY	3,195	$2.2M	0.96%
32	AMAZON COM INC	AMZN	9,350	$2.2M	0.95%
33	BOEING CO	BA-PA	8,695	$1.9M	0.83%
34	ISHARES TR	464288414	17,513	$1.9M	0.83%
35	FIRST TR EXCH TRD ALPHDX FD	33737J182	68,428	$1.9M	0.83%
36	SELECT SECTOR SPDR TR	81369Y506	41,674	$1.9M	0.82%
37	FIRST TR EXCHANGE-TRADED FD	33739Q200	36,884	$1.8M	0.81%
38	US BANCORP DEL	USB-PS	33,954	$1.8M	0.80%
39	COSTCO WHSL CORP NEW	22160K105	1,989	$1.7M	0.76%
40	EXXON MOBIL CORP	XOM	14,221	$1.7M	0.76%
41	NVIDIA CORPORATION	NVDA	8,625	$1.6M	0.71%
42	SELECT SECTOR SPDR TR	81369Y209	9,236	$1.4M	0.63%
43	VANGUARD INDEX FDS	922908744	6,986	$1.3M	0.59%
44	FIRST TR EXCHANGE TRADED FD	33734X846	18,518	$1.3M	0.58%
45	INVESCO EXCH TRADED FD TR II	IVZ	18,245	$1.3M	0.58%
46	RTX CORPORATION	RTX	6,857	$1.3M	0.56%
47	SCHWAB STRATEGIC TR	808524102	46,872	$1.2M	0.54%
48	LAM RESEARCH CORP	LRCX	6,676	$1.1M	0.50%
49	VANGUARD INDEX FDS	922908769	3,382	$1.1M	0.50%
50	SELECT SECTOR SPDR TR	81369Y308	14,578	$1.1M	0.50%
51	VANGUARD SCOTTSDALE FDS	92206C771	23,354	$1.1M	0.49%
52	VANECK ETF TRUST	92189F676	2,925	$1.1M	0.47%
53	AMERICAN EXPRESS CO	AXP	2,733	$1.0M	0.45%
54	BROADCOM INC	AVGO	2,823	$976,893	0.43%
55	PIMCO ETF TR	72201R866	17,967	$941,671	0.42%
56	VISA INC	V	2,585	$906,704	0.40%
57	FIFTH THIRD BANCORP	FITBM	18,100	$847,261	0.37%
58	VANGUARD INDEX FDS	922908363	1,305	$818,490	0.36%
59	ISHARES TR	46429B697	8,669	$816,297	0.36%
60	T ROWE PRICE ETF INC	87283Q867	20,518	$784,179	0.35%
61	MASTERCARD INCORPORATED	MA	1,331	$759,888	0.34%
62	ISHARES TR	464287499	7,577	$729,446	0.32%
63	RBB FUND TRUST	75526L886	15,432	$710,289	0.31%
64	SPROTT ASSET MANAGEMENT LP	SII	15,258	$698,816	0.31%
65	CSX CORP	CSX	18,700	$677,875	0.30%
66	NUVEEN AMT-FREE MUN VALUE FD	NU	42,949	$614,600	0.27%
67	APPLIED MATLS INC	038222105	2,278	$585,492	0.26%
68	LATTICE SEMICONDUCTOR CORP	LSCC	7,725	$568,406	0.25%
69	DEVON ENERGY CORP NEW	25179M103	15,178	$555,955	0.25%
70	SCHWAB STRATEGIC TR	808524805	22,535	$541,734	0.24%
71	ORACLE CORP	ORCL-PD	2,712	$528,673	0.23%
72	PROCTER AND GAMBLE CO	742718109	3,658	$524,228	0.23%
73	ROYAL CARIBBEAN GROUP	V7780T103	1,825	$509,029	0.22%
74	DOLLAR GEN CORP NEW	256677105	3,734	$495,763	0.22%
75	CHEVRON CORP NEW	CVX	3,224	$491,432	0.22%
76	ONE GAS INC	OGS	6,288	$485,778	0.21%
77	ISHARES BITCOIN TRUST ETF	IBIT	9,540	$473,661	0.21%
78	ISHARES GOLD TR	IAU	5,689	$461,776	0.20%
79	CANADIAN PACIFIC KANSAS CITY	CP	6,175	$454,665	0.20%
80	SPDR SERIES TRUST	78464A763	3,061	$426,014	0.19%
81	UNION PAC CORP	UNP	1,817	$420,382	0.19%
82	ISHARES TR	464287655	1,648	$405,580	0.18%
83	JOHNSON & JOHNSON	JNJ	1,957	$404,980	0.18%
84	PEPSICO INC	PEP	2,805	$402,625	0.18%
85	MCDONALDS CORP	MCD	1,291	$394,535	0.17%
86	VANGUARD SCOTTSDALE FDS	92206C409	4,813	$383,740	0.17%
87	SELECT SECTOR SPDR TR	81369Y704	2,444	$379,076	0.17%
88	SELECT SECTOR SPDR TR	81369Y852	3,147	$370,414	0.16%
89	DRAFTKINGS INC NEW	DKNG	10,700	$368,722	0.16%
90	WALMART INC	WMT	2,930	$326,456	0.14%
91	GLOBAL X FDS	37954Y384	10,610	$323,181	0.14%
92	HERC HLDGS INC	HRI	2,153	$319,462	0.14%
93	UNITEDHEALTH GROUP INC	UNH	962	$317,683	0.14%
94	T ROWE PRICE ETF INC	87283Q701	6,363	$317,207	0.14%
95	BANK AMERICA CORP	060505104	5,610	$308,540	0.14%
96	SELECT SECTOR SPDR TR	81369Y407	2,529	$302,025	0.13%
97	JPMORGAN CHASE & CO.	VYLD	922	$297,122	0.13%
98	VANGUARD WHITEHALL FDS	921946406	2,069	$296,907	0.13%
99	VANGUARD INDEX FDS	922908629	1,011	$293,447	0.13%
100	TESLA INC	TSLA	652	$293,217	0.13%
101	GLOBAL X FDS	37954Y871	6,700	$286,291	0.13%
102	AMERICAN CENTY ETF TR	025072307	2,497	$286,004	0.13%
103	J P MORGAN EXCHANGE TRADED F	46641Q332	4,926	$281,982	0.12%
104	SELECT SECTOR SPDR TR	81369Y803	1,955	$281,404	0.12%
105	ALPHABET INC	GOOG	881	$276,604	0.12%
106	ISHARES TR	464287200	403	$276,250	0.12%
107	FIRST TR EXCHANGE-TRADED FD	33738D879	9,853	$258,531	0.11%
108	INVESCO EXCHANGE TRADED FD T	IVZ	5,256	$246,628	0.11%
109	ABBVIE INC	ABBV	1,070	$244,526	0.11%
110	AFLAC INC	AFL	2,178	$240,132	0.11%
111	SELECT SECTOR SPDR TR	81369Y605	4,370	$239,345	0.11%
112	NEOS ETF TRUST	78433H675	4,400	$236,984	0.10%
113	ISHARES TR	464288687	7,640	$236,534	0.10%
114	VANGUARD WORLD FD	92204A702	313	$236,261	0.10%
115	ZOOM COMMUNICATIONS INC	ZM	2,690	$232,120	0.10%
116	CONOCOPHILLIPS	COP	2,451	$229,438	0.10%
117	SOUTHWEST AIRLS CO	844741108	5,427	$224,307	0.10%
118	ISHARES TR	464287465	2,323	$223,078	0.10%
119	TRACTOR SUPPLY CO	TSCO	4,300	$215,043	0.10%
120	VANGUARD INDEX FDS	922908595	683	$206,341	0.09%
121	CAPITOL FED FINL INC	14057J101	15,705	$106,949	0.05%
122	PURPLE INNOVATION INC	PRPL	115,000	$79,408	0.04%
123	RECURSION PHARMACEUTICALS IN	RXRX	10,135	$41,452	0.02%