Midwestern Financial, LLC /IA - Portfolio overview

Midwestern Financial, LLC /IA has 55 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 10.19%
2. AGG - ISHARES TR, 7.68%
3. FLV - AMERICAN CENTY ETF TR, 7.42%

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

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