Midwest Capital Advisors, LLC - Portfolio overview

Midwest Capital Advisors, LLC has 247 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. SCHG - SCHWAB STRATEGIC TR, 17.54%
  2. CORO - BLACKROCK ETF TRUST, 10.08%
  3. DYNF - BLACKROCK ETF TRUST, 9.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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