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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001990058

MIDLAND WEALTH ADVISORS LLC

EFFINGHAM, IL · File #028-23935

Latest AUM
$1.92B
Positions
164
Top-10 Concentration
77.2%
Filings
8

Sector Allocation

Technology
2.0%$38.6M
Materials
1.3%$25.2M
Industrials
0.6%$12.3M
Healthcare
0.6%$11.6M
Financials
0.6%$11.6M
Energy
0.4%$7.0M
Utilities
0.2%$3.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200502,104$343.9M18.62%
2ISHARES TR4642885882,764,705$263.3M14.26%
3ISHARES TR46432F8422,094,791$187.4M10.15%
4JANUS DETROIT STR TR47103U8453,410,388$172.5M9.34%
5VANGUARD WORLD FD9219107091,411,912$91.8M4.97%
6J P MORGAN EXCHANGE TRADED F46641Q7611,430,636$90.4M4.89%
7ISHARES TR464287309630,178$77.7M4.21%
8SPDR SERIES TRUST78468R6481,149,359$68.7M3.72%
9VANGUARD INDEX FDS922908744358,385$68.4M3.71%
10ISHARES INC46434G103927,837$62.4M3.38%
11AMERICAN BEACON SELECT FUNDS02368W4081,292,832$57.0M3.09%
12ISHARES TR464287507705,559$46.6M2.52%
13SPDR SERIES TRUST78468R853980,587$46.0M2.49%
14ISHARES TR464287606447,554$43.4M2.35%
15ISHARES TR464287705307,707$40.5M2.19%
16VANGUARD SCOTTSDALE FDS92206C706341,438$20.5M1.11%
17NUCOR CORPNUE109,141$17.8M0.96%
18APPLE INCAAPL55,576$15.1M0.82%
19MICROSOFT CORPMSFT25,840$12.5M0.68%
20ANGEL OAK FUNDS TRUST03463K752202,870$10.4M0.56%