Midwest Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Midwest Capital Advisors, LLC held in its portfolio 190 assets valued at $208,739,555 (i.e. $208.74M).
The most valuable assets in the portfolio included: BLACKROCK ETF TRUST ($25.87M), SCHWAB STRATEGIC TR ($25.75M), and SPDR INDEX SHS FDS ($19.10M).
The chart below shows the top 10 valuable assets, and the table below shows the top 190 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Midwest Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BLACKROCK ETF TRUST | 425434 | 25870657 | ISHARES US EQUIT |
| SCHWAB STRATEGIC TR | 789303 | 25747068 | US LCAP GR ETF |
| SPDR INDEX SHS FDS | 407988 | 19097921 | PORTFOLIO EMG MK |
| ISHARES TR | 43699 | 14987325 | S&P 100 ETF |
| ISHARES TR | 58710 | 11660988 | MSCI USA QLT FCT |
| ISHARES TR | 38053 | 9525043 | MSCI USA MMENTM |
| ISHARES GOLD TR | 110805 | 8994042 | ISHARES NEW |
| BLACKROCK ETF TRUST | 269016 | 8958244 | ISHARES A I INNO |
| BLACKROCK ETF TRUST | 211376 | 8150644 | ISHARES US THEMA |
| ISHARES TR | 91041 | 6501269 | EAFE VALUE ETF |
| PUTNAM ETF TRUST | 129186 | 5886991 | FOCUSED LAR CAP |
| VANGUARD CHARLOTTE FDS | 121026 | 5847973 | TOTAL INT BD ETF |
| VICTORY PORTFOLIOS II | 104147 | 5294833 | SHORT TRM BD ETF |
| BLACKROCK ETF TRUST II | 89442 | 4719868 | ISHARES FLEXIBLE |
| GLOBAL X FDS | 63149 | 4091424 | DEFENSE TECH ETF |
| SPDR SERIES TRUST | 178300 | 4057293 | STATE STREET SPD |
| ISHARES TR | 29977 | 3414977 | EAFE GRWTH ETF |
| ISHARES TR | 29014 | 2949885 | 10-20 YR TRS ETF |
| VANGUARD INDEX FDS | 14227 | 2717133 | VALUE ETF |
| BLACKROCK ETF TRUST | 88489 | 2550241 | ISHARES INTL DIV |
| SCHWAB STRATEGIC TR | 92114 | 2416160 | US BRD MKT ETF |
| ISHARES TR | 22446 | 2014716 | SYSTEMATIC BD ET |
| SCHWAB STRATEGIC TR | 80517 | 1881680 | US AGGREGATE B |
| VANGUARD TAX-MANAGED FDS | 24736 | 1545280 | VAN FTSE DEV MKT |
| ISHARES TR | 14575 | 1435629 | CONV BD ETF |
| NVIDIA CORPORATION | 5840 | 1089089 | COM |
| VANGUARD INDEX FDS | 1697 | 1064076 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 1495 | 1019502 | TR UNIT |
| ISHARES TR | 5993 | 820698 | RUS MD CP GR ETF |
| ISHARES TR | 6248 | 770156 | S&P 500 GRWT ETF |
| ISHARES TR | 1074 | 735369 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 23208 | 697856 | US MID-CAP ETF |
| SPDR INDEX SHS FDS | 17330 | 622489 | MSCI ACWI EXUS |
| VANGUARD INDEX FDS | 1174 | 572830 | GROWTH ETF |
| ISHARES TR | 18907 | 477221 | ESG AWRE 1 5 YR |
| VANGUARD BD INDEX FDS | 5932 | 467511 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 1227 | 411375 | TOTAL STK MKT |
| ISHARES INC | 5574 | 405093 | MSCI EMRG CHN |
| STRYKER CORPORATION | 1052 | 369781 | COM |
| ISHARES TR | 2920 | 350870 | CORE S&P SCP ETF |
| EA SERIES TRUST | 6605 | 325831 | ALPHA ARCHITECT |
| DTE ENERGY CO | 2467 | 318194 | COM |
| BROADCOM INC | 903 | 312528 | COM |
| VANGUARD STAR FDS | 4132 | 311746 | VG TL INTL STK F |
| ISHARES TR | 1451 | 289701 | U.S. TECH ETF |
| ELI LILLY & CO | 236 | 254132 | COM |
| VANGUARD INDEX FDS | 875 | 253964 | MID CAP ETF |
| ISHARES TR | 10017 | 234245 | ESG AWRE USD ETF |
| SCHWAB STRATEGIC TR | 8014 | 219826 | US DIVIDEND EQ |
| WISDOMTREE TR | 4155 | 214379 | US MIDCAP DIVID |
| ISHARES TR | 2172 | 210422 | S&P MC 400GR ETF |
| ISHARES TR | 2015 | 201245 | CORE US AGGBD ET |
| COSTCO WHSL CORP NEW | 226 | 194683 | COM |
| DT MIDSTREAM INC | 1576 | 188616 | COMMON STOCK |
| APPLE INC | 652 | 177254 | COM |
| MICROSOFT CORP | 362 | 175269 | COM |
| ISHARES TR | 2321 | 153202 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 2517 | 144095 | EQUITY PREMIUM |
| ALPHABET INC | 441 | 138336 | CAP STK CL C |
| ISHARES TR | 913 | 128760 | RUS MDCP VAL ETF |
| ISHARES TR | 2441 | 128461 | US INFRASTRUC |
| TIMOTHY PLAN | 2812 | 127797 | US LRGMD CP CORE |
| CONSOLIDATED EDISON INC | 1185 | 117709 | COM |
| AMAZON COM INC | 502 | 115872 | COM |
| MICRON TECHNOLOGY INC | 389 | 111024 | COM |
| ALPHABET INC | 341 | 106597 | CAP STK CL A |
| TJX COS INC NEW | 683 | 104847 | COM |
| WALMART INC | 903 | 100603 | COM |
| INVESCO QQQ TR | 162 | 99582 | UNIT SER 1 |
| ISHARES TR | 1885 | 89239 | HIGH YLD SYSTM B |
| ADVANCED MICRO DEVICES INC | 405 | 86735 | COM |
| ISHARES TR | 902 | 86657 | MSCI EAFE ETF |
| WASTE MGMT INC DEL | 364 | 79966 | COM |
| TIMOTHY PLAN | 1880 | 77916 | U S SM CP CORE |
| VANGUARD INDEX FDS | 432 | 76622 | MCAP VL IDXVIP |
| ISHARES TR | 1550 | 75565 | CORE 1 5 YR USD |
| ISHARES TR | 734 | 75178 | 0-5 YR TIPS ETF |
| CATERPILLAR INC | 125 | 71870 | COM |
| BOOKING HOLDINGS INC | 13 | 69619 | COM |
| PACER FDS TR | 858 | 67482 | TRENDPILOT 100 |
| LAM RESEARCH CORP | 380 | 65048 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 1398 | 64408 | SHS |
| LOWES COS INC | 253 | 61094 | COM |
| INTUITIVE SURGICAL INC | 104 | 58901 | COM NEW |
| UNION PAC CORP | 237 | 54823 | COM |
| MARTIN MARIETTA MATLS INC | 82 | 51168 | COM |
| NEXTERA ENERGY INC | 618 | 49613 | COM |
| HUNTINGTON BANCSHARES INC | 2811 | 48767 | COM |
| ABBOTT LABS | 369 | 46248 | COM |
| VERTEX PHARMACEUTICALS INC | 101 | 45789 | COM |
| VANGUARD INDEX FDS | 177 | 45607 | SMALL CP ETF |
| CREDO TECHNOLOGY GROUP HOLDI | 312 | 44894 | ORDINARY SHARES |
| DUKE ENERGY CORP NEW | 370 | 43391 | COM NEW |
| PROCTER AND GAMBLE CO | 300 | 42993 | COM |
| ROYAL BK CDA | 250 | 42623 | COM |
| JPMORGAN CHASE & CO. | 130 | 41757 | COM |
| FIRST TR EXCHNG TRADED FD VI | 1198 | 41043 | FT VEST LADDERED |
| HONEYWELL INTL INC | 205 | 39993 | COM |
| AMERICAN ELEC PWR CO INC | 345 | 39782 | COM |
| AMERICAN WTR WKS CO INC NEW | 300 | 39150 | COM |
| KLA CORP | 31 | 37667 | COM NEW |
| FIFTH THIRD BANCORP | 789 | 36926 | COM |
| ISHARES TR | 500 | 32505 | CORE 60/40 BALAN |
| COCA COLA CO | 465 | 32481 | COM |
| ECOLAB INC | 119 | 31240 | COM |
| DISNEY WALT CO | 252 | 28670 | COM |
| ANALOG DEVICES INC | 105 | 28476 | COM |
| MERCK & CO INC | 261 | 27473 | COM |
| EXXON MOBIL CORP | 225 | 27077 | COM |
| RPM INTL INC | 250 | 26000 | COM |
| CSX CORP | 712 | 25810 | COM |
| VANGUARD INTL EQUITY INDEX F | 303 | 25310 | FTSE EUROPE ETF |
| L3HARRIS TECHNOLOGIES INC | 85 | 24953 | COM |
| SHERWIN WILLIAMS CO | 77 | 24950 | COM |
| EDWARDS LIFESCIENCES CORP | 290 | 24723 | COM |
| FIRSTENERGY CORP | 544 | 24334 | COM |
| MARVELL TECHNOLOGY INC | 277 | 23556 | COM |
| ILLINOIS TOOL WKS INC | 93 | 22906 | COM |
| VANGUARD SPECIALIZED FUNDS | 100 | 22066 | DIV APP ETF |
| NORFOLK SOUTHN CORP | 76 | 22046 | COM |
| OREILLY AUTOMOTIVE INC | 240 | 21890 | COM |
| ROSS STORES INC | 120 | 21617 | COM |
| GENTEX CORP | 923 | 21482 | COM |
| ISHARES TR | 235 | 21023 | CORE MSCI EAFE |
| DEERE & CO | 45 | 20951 | COM |
| EMERSON ELEC CO | 156 | 20704 | COM |
| KINDER MORGAN INC DEL | 708 | 19453 | COM |
| VANECK ETF TRUST | 155 | 19224 | URANIUM AND NUCL |
| FIDELITY NATL INFORMATION SV | 287 | 19074 | COM |
| GENERAL DYNAMICS CORP | 56 | 18853 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 223 | 18509 | CL A |
| AFLAC INC | 167 | 18415 | COM |
| SPDR INDEX SHS FDS | 231 | 17746 | PORTFLI MSCI GBL |
| PRUDENTIAL FINL INC | 150 | 16932 | COM |
| VANGUARD ADMIRAL FDS INC | 150 | 16644 | SMLLCP 600 IDX |
| JOHNSON & JOHNSON | 80 | 16574 | COM |
| ISHARES BITCOIN TRUST ETF | 333 | 16533 | SHS BEN INT |
| AMPLIFY ETF TR | 205 | 16508 | AMPLIFY CYBERSEC |
| FISERV INC | 244 | 16389 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 201 | 16140 | COM |
| ROPER TECHNOLOGIES INC | 36 | 16025 | COM |
| HOME DEPOT INC | 45 | 15320 | COM |
| MSCI INC | 26 | 14917 | COM |
| PHILLIPS 66 | 114 | 14711 | COM |
| WEC ENERGY GROUP INC | 136 | 14343 | COM |
| VERISK ANALYTICS INC | 62 | 13869 | COM |
| CONOCOPHILLIPS | 142 | 13293 | COM |
| SELECT SECTOR SPDR TR | 295 | 13170 | STATE STREET ENE |
| ISHARES SILVER TR | 200 | 12884 | ISHARES |
| VERISIGN INC | 50 | 12148 | COM |
| SPDR DOW JONES INDL AVERAGE | 25 | 12014 | UT SER 1 |
| PEPSICO INC | 83 | 11888 | COM |
| IQVIA HLDGS INC | 49 | 11045 | COM |
| DOLLAR GEN CORP NEW | 83 | 11020 | COM |
| EVERSOURCE ENERGY | 155 | 10436 | COM |
| SMUCKER J M CO | 100 | 9781 | COM NEW |
| GENERAL MLS INC | 208 | 9658 | COM |
| ILLUMINA INC | 72 | 9444 | COM |
| CENTENE CORP DEL | 215 | 8847 | COM |
| SCHWAB STRATEGIC TR | 326 | 8624 | US TIPS ETF |
| THE TRADE DESK INC | 220 | 8351 | COM CL A |
| SIX FLAGS ENTERTAINMENT CORP | 540 | 8284 | COM |
| BRISTOL-MYERS SQUIBB CO | 150 | 8091 | COM |
| SPDR GOLD TR | 20 | 7926 | GOLD SHS |
| SERVICENOW INC | 50 | 7660 | COM |
| ALIGN TECHNOLOGY INC | 44 | 6871 | COM |
| ISHARES TR | 63 | 6791 | NATIONAL MUN ETF |
| ISHARES TR | 74 | 6416 | 20 YR TR BD ETF |
| ARK 21SHARES BITCOIN ETF | 165 | 4792 | SHS BEN INT |
| ENNIS INC | 250 | 4503 | COM |
| ISHARES TR | 30 | 3989 | S&P MC 400VL ETF |
| CARNIVAL CORP | 116 | 3543 | UNIT 99/99/9999 |
| PFIZER INC | 107 | 2674 | COM |
| SOLSTICE ADVANCED MATLS INC | 51 | 2478 | COM SHS |
| OKLO INC | 25 | 1794 | COM CL A |
| IMAX CORP | 45 | 1663 | COM |
| AGILON HEALTH INC | 2360 | 1625 | COM |
| INTER & CO INC | 182 | 1543 | CLASS A COM |
| DIAGEO PLC | 16 | 1416 | SPON ADR NEW |
| TESLA INC | 3 | 1349 | COM |
| GRAIL INC | 12 | 1027 | COM |
| VANECK ETF TRUST | 10 | 982 | ENERGY INCME ET |
| COREWEAVE INC | 13 | 931 | COM CL A |
| SOUTHWEST AIRLS CO | 21 | 873 | COM |
| PERRIGO CO PLC | 50 | 696 | SHS |
| BITMINE IMMERSION TECNOLOGIE | 23 | 625 | COM NEW |
| ELECTRA BATTERY MATERIALS CO | 725 | 580 | COM |
| FIREFLY AEROSPACE INC | 25 | 559 | COM |
| ISHARES TR | 1 | 108 | SHRT NAT MUN ETF |
| AMERICAN BITCOIN CORP. | 51 | 87 | COM CL A |
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