Midwest Financial Group LLC - Portfolio overview

Midwest Financial Group LLC has 135 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 5.56%
2. AVUV - AMERICAN CENTY ETF TR, 5.42%
3. SCHD - SCHWAB STRATEGIC TR, 4.88%

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

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