Midwest Heritage Bank, FSB - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Midwest Heritage Bank, FSB held in its portfolio 58 assets valued at $289,727,340 (i.e. $289.73M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($48.90M), CAPITAL GROUP CORE EQUITY ET ($39.25M), and CAPITAL GROUP DIVIDEND VALUE ($28.27M).
The chart below shows the top 10 valuable assets, and the table below shows the top 58 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Midwest Heritage Bank, FSB - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1235099 | 48897557 | US CORE EQUITY 2 |
| CAPITAL GROUP CORE EQUITY ET | 975708 | 39252729 | SHS CREATION UNI |
| CAPITAL GROUP DIVIDEND VALUE | 647710 | 28266085 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 1084574 | 24554760 | CORE PLUS INCM |
| DIMENSIONAL ETF TRUST | 488388 | 18573405 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 271104 | 14658619 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 382023 | 14558901 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 188529 | 13134786 | US SMALL CAP ETF |
| CAPITAL GROUP GROWTH ETF | 275708 | 12260754 | SHS CREATION UNI |
| SPDR SERIES TRUST | 100708 | 7719993 | STATE STREET SPD |
| FIRST TR EXCH TRADED FD III | 394155 | 7181509 | PFD SECS INC ETF |
| DIMENSIONAL ETF TRUST | 218949 | 7131182 | EMGR CRE EQT MNG |
| AMERICAN CENTY ETF TR | 66902 | 6822617 | US SML CP VALU |
| ISHARES TR | 81947 | 6786846 | 1 3 YR TREAS BD |
| FIRST TR EXCHANGE-TRADED ALP | 55085 | 4745419 | COM SHS |
| CAPITAL GROUP CONSERVATIVE E | 143212 | 4366544 | SHS |
| ISHARES TR | 42670 | 3719129 | 20 YR TR BD ETF |
| AMERICAN CENTY ETF TR | 37976 | 2877415 | US LARGE CAP VLU |
| ISHARES TR | 15486 | 2191154 | MSCI ACWI ETF |
| DIMENSIONAL ETF TRUST | 69114 | 2188482 | INTL HIGH PROFIT |
| ISHARES TR | 10570 | 2099398 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 2553 | 1601342 | S&P 500 ETF SHS |
| ISHARES TR | 2104 | 1440945 | CORE S&P500 ETF |
| ISHARES TR | 7306 | 1088396 | ESG AWR MSCI USA |
| JOHN HANCOCK EXCHANGE TRADED | 24316 | 1021012 | MULTIFACTR SML |
| DIMENSIONAL ETF TRUST | 24246 | 793561 | WORLD EX US CORE |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| CAPITAL GRP FIXED INCM ETF T | 27074 | 689852 | MUNICIPAL HIGH I |
| ISHARES TR | 9208 | 657518 | EAFE VALUE ETF |
| FIDELITY COVINGTON TRUST | 2462 | 553135 | MSCI INFO TECH I |
| CAPITAL GRP FIXED INCM ETF T | 19580 | 536098 | MUNICIPAL INCOME |
| EXXON MOBIL CORP | 4067 | 489431 | COM |
| CAPITAL GRP FIXED INCM ETF T | 17097 | 472217 | US MULTI-SECTOR |
| DIMENSIONAL ETF TRUST | 10989 | 467710 | CORE FIXED INCOM |
| FIRST TR EXCHANGE-TRADED FD | 10045 | 460879 | SENIOR LN FD |
| ISHARES TR | 3605 | 444366 | S&P 500 GRWT ETF |
| ISHARES TR | 3622 | 412636 | EAFE GRWTH ETF |
| AMAZON COM INC | 1775 | 409706 | COM |
| CHEVRON CORP NEW | 2573 | 392186 | COM |
| BLACKROCK ETF TRUST | 6366 | 387089 | ISHARES US EQUIT |
| ISHARES TR | 1830 | 365512 | U.S. TECH ETF |
| AMERICAN CENTY ETF TR | 3223 | 360313 | US EQT ETF |
| ISHARES TR | 7533 | 350602 | CORE UNIVRSL USD |
| SCHWAB STRATEGIC TR | 14338 | 335073 | US AGGREGATE B |
| APPLE INC | 1125 | 305881 | COM |
| CAPITAL GRP FIXED INCM ETF T | 10796 | 286304 | CORE BOND ETF |
| ALTRIA GROUP INC | 4933 | 284426 | COM |
| CASEYS GEN STORES INC | 510 | 282079 | COM |
| BERKSHIRE HATHAWAY INC DEL | 516 | 259367 | CL B NEW |
| ISHARES TR | 2532 | 241055 | MBS ETF |
| ISHARES INC | 3549 | 238568 | CORE MSCI EMKT |
| ISHARES TR | 1070 | 226902 | S&P 500 VAL ETF |
| WELLS FARGO CO NEW | 2307 | 214971 | COM |
| INTERNATIONAL BUSINESS MACHS | 711 | 210605 | COM |
| OWENS CORNING NEW | 1822 | 203908 | COM |
| ISHARES TR | 426 | 201391 | RUS 1000 GRW ETF |
| NUVEEN SELECT TAX-FREE INCOM | 11985 | 168993 | SH BEN INT |
| FORD MTR CO | 10002 | 131227 | COM |
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