Midwestern Financial, LLC /IA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Midwestern Financial, LLC /IA held in its portfolio 51 assets valued at $120,874,287 (i.e. $120.87M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($11.47M), AMERICAN CENTY ETF TR ($8.47M), and ISHARES TR ($8.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Midwestern Financial, LLC /IA - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16824 | 11472279 | TR UNIT |
| AMERICAN CENTY ETF TR | 111760 | 8468048 | FOCUSED LRG CAP |
| ISHARES TR | 83522 | 8342269 | CORE US AGGBD ET |
| ISHARES TR | 101748 | 6830354 | MSCI ACWI EX US |
| AMERICAN CENTY ETF TR | 73654 | 6063235 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 78224 | 6024856 | AVANTIS EMGMKT |
| VANGUARD INDEX FDS | 31466 | 6009569 | VALUE ETF |
| SCHWAB STRATEGIC TR | 185988 | 4878472 | US BRD MKT ETF |
| VANGUARD INDEX FDS | 13118 | 4398210 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 82095 | 4153156 | ULTRA SHRT ETF |
| VANGUARD TAX-MANAGED FDS | 55729 | 3481365 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 15858 | 3358473 | SM CP VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 20713 | 2921718 | TT WRLD ST ETF |
| ISHARES TR | 54175 | 2709277 | CORE INTL AGGR |
| INVESCO QQQ TR | 4385 | 2693632 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 42273 | 2482695 | SHORT TERM TREAS |
| SCHWAB STRATEGIC TR | 83713 | 2384155 | US SML CAP ETF |
| VANGUARD INDEX FDS | 7895 | 2291425 | MID CAP ETF |
| VANGUARD MUN BD FDS | 44720 | 2248966 | TAX EXEMPT BD |
| META PLATFORMS INC | 3277 | 2163020 | CL A |
| ISHARES TR | 18218 | 1943821 | SHRT NAT MUN ETF |
| ISHARES TR | 9737 | 1933859 | MSCI USA QLT FCT |
| VANECK ETF TRUST | 76195 | 1745626 | SHRT HGH YLD MUN |
| VANGUARD SPECIALIZED FUNDS | 7794 | 1712942 | DIV APP ETF |
| NVIDIA CORPORATION | 8700 | 1622626 | COM |
| VANGUARD INTL EQUITY INDEX F | 28151 | 1513370 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 2889 | 1452156 | CL B NEW |
| AMERICAN CENTY ETF TR | 25203 | 1269737 | DIVERSIFIED MU |
| APPLE INC | 4570 | 1242549 | COM |
| J P MORGAN EXCHANGE TRADED F | 23467 | 1082472 | BETABUILDERS USD |
| ISHARES TR | 9928 | 1063382 | NATIONAL MUN ETF |
| SELECT SECTOR SPDR TR | 6443 | 999448 | STATE STREET IND |
| VANGUARD WORLD FD | 1230 | 927165 | INF TECH ETF |
| STARBUCKS CORP | 10748 | 905049 | COM |
| VANGUARD MALVERN FDS | 17653 | 873130 | STRM INFPROIDX |
| ROPER TECHNOLOGIES INC | 1733 | 771200 | COM |
| ISHARES TR | 6020 | 663433 | IBOXX INV CP ETF |
| AMAZON COM INC | 2826 | 652297 | COM |
| MICROSOFT CORP | 1185 | 573087 | COM |
| TE CONNECTIVITY PLC | 2193 | 498929 | ORD SHS |
| WALMART INC | 4450 | 495802 | COM |
| J P MORGAN EXCHANGE TRADED F | 9431 | 480416 | ULTRA SHT MUNCPL |
| VANGUARD INDEX FDS | 1824 | 470555 | SMALL CP ETF |
| ISHARES TR | 3275 | 463324 | MSCI ACWI ETF |
| ALPHABET INC | 1231 | 385440 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 7870 | 356892 | STATE STREET MAT |
| VANGUARD BD INDEX FDS | 4332 | 320868 | TOTAL BND MRKT |
| VANGUARD WELLINGTON FD | 2973 | 301989 | SHORT TRM TAX EX |
| TESLA INC | 630 | 283324 | COM |
| SPDR SERIES TRUST | 4606 | 266727 | STATE STREET SPD |
| ISHARES TR | 1871 | 227498 | CORE HIGH DV ETF |
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