Midwest Financial Group LLC - Portfolio Stock Holdings
Midwest Financial Group LLC disclosed 142 stock positions in a recent SEC 13F filing. $286,038,630 of stock holdings were filed, with the largest holdings including IVW, AVUV, and QQQ. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $566,081,879 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
142Est. Stock Holding Value:
$286,038,630Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Midwest Financial Group LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...