Midwestern Financial, LLC /IA
CIK: 0002083276SEC EDGAR →
Portfolio Value
$120.9M
Holdings
52
As of
Q4 2025
New Positions
1
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 16,824 | $11.5M | 9.49% |
| 2 | AMERICAN CENTY ETF TR | 111,760 | $8.5M | 7.01% |
| 3 | ISHARES TR | 83,522 | $8.3M | 6.90% |
| 4 | ISHARES TR | 101,748 | $6.8M | 5.65% |
| 5 | AMERICAN CENTY ETF TR | 73,654 | $6.1M | 5.02% |
| 6 | AMERICAN CENTY ETF TR | 78,224 | $6.0M | 4.98% |
| 7 | VANGUARD INDEX FDS | 31,466 | $6.0M | 4.97% |
| 8 | SCHWAB STRATEGIC TR | 185,988 | $4.9M | 4.04% |
| 9 | VANGUARD INDEX FDS | 13,118 | $4.4M | 3.64% |
| 10 | J P MORGAN EXCHANGE TRADED F | 82,095 | $4.2M | 3.44% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $107.1M | 88.6% |
| Unknown | 2 | $4.1M | 3.4% |
| Technology | 4 | $3.9M | 3.3% |
| Communication Services | 2 | $2.5M | 2.1% |
| Consumer Cyclical | 3 | $1.8M | 1.5% |
| Industrials | 1 | $771K | 0.6% |
| Consumer Defensive | 1 | $495K | 0.4% |