Institutional Manager · CIK 0001967193
Midwest Financial Group LLC
Overland Park, KS · File #028-23182
Latest AUM
$226.4M
Positions
123
Top-10 Concentration
47.3%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025123 pos · $226.4M
- 13F HOLDINGS REPORTQ/E Sep 2025121 pos · $209.8M
- 13F HOLDINGS REPORTQ/E Jun 2025114 pos · $190.2M
- 13F HOLDINGS REPORTQ/E Mar 2025108 pos · $172.1M
- 13F HOLDINGS REPORTQ/E Dec 2024111 pos · $174.1M
- 13F HOLDINGS REPORTQ/E Sep 2024109 pos · $170.3M
- 13F HOLDINGS REPORTQ/E Jun 2024105 pos · $157.2M
- 13F HOLDINGS REPORTQ/E Mar 2024104 pos · $148.8M
- 13F HOLDINGS REPORTQ/E Dec 202394 pos · $118.1M
- 13F HOLDINGS REPORTQ/E Sep 202397 pos · $118.0M
- 13F HOLDINGS REPORTQ/E Jun 202390 pos · $108.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287309 | 113,758 | $14.0M | 7.24% |
| 2 | AMERICAN CENTY ETF TR | 025072877 | 112,787 | $11.5M | 5.94% |
| 3 | INVESCO QQQ TR | IVZ | 18,599 | $11.4M | 5.90% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 389,507 | $10.7M | 5.52% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 42,293 | $9.1M | 4.68% |
| 6 | APPLE INC | AAPL | 31,210 | $8.5M | 4.38% |
| 7 | SCHWAB STRATEGIC TR | 808524839 | 302,319 | $7.1M | 3.65% |
| 8 | PUTNAM ETF TRUST | 746729300 | 150,304 | $6.8M | 3.54% |
| 9 | MICRON TECHNOLOGY INC | MU | 23,140 | $6.6M | 3.41% |
| 10 | VANECK ETF TRUST | 92189F643 | 56,914 | $5.9M | 3.04% |
| 11 | ISHARES TR | 464287242 | 48,414 | $5.3M | 2.75% |
| 12 | AMERICAN CENTY ETF TR | 025072349 | 67,529 | $5.1M | 2.64% |
| 13 | VANGUARD INDEX FDS | 922908512 | 28,733 | $5.1M | 2.63% |
| 14 | ISHARES TR | 464287523 | 15,533 | $4.7M | 2.41% |
| 15 | SPDR SERIES TRUST | 78464A201 | 48,941 | $4.6M | 2.38% |
| 16 | MICROSOFT CORP | MSFT | 9,183 | $4.4M | 2.29% |
| 17 | SPDR S&P MIDCAP 400 ETF TR | MDY | 7,330 | $4.4M | 2.28% |
| 18 | SCHWAB STRATEGIC TR | 808524300 | 117,586 | $3.8M | 1.98% |
| 19 | ISHARES TR | 464287804 | 30,600 | $3.7M | 1.90% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,927 | $3.5M | 1.80% |