Midwest Financial Group LLC
- SEC CIK
- 0001967193
- Latest filing
- Jul 21, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 20, 2023. Long positions only.
- Positions
- 90
- No filing for Q4 2022
- Portfolio value
- $108.5M
- No filing for Q4 2022
Midwest Financial Group LLC did not file a 13F for Q4 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 125,660 | $9.19M | 8.5% | – | – | – |
| AAPLApple Inc. | Stock | 35,940 | $5.93M | 5.5% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 53,310 | $5.84M | 5.4% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 113,139 | $5.66M | 5.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 65,760 | $5.01M | 4.6% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 42,296 | $4.14M | 3.8% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,824 | $3.79M | 3.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 53,977 | $3.45M | 3.2% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,396 | $2.93M | 2.7% | – | – | History |
| BABoeing Co | Stock | 12,448 | $2.64M | 2.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 8,892 | $2.56M | 2.4% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 18,666 | $2.50M | 2.3% | – | – | – |
| OKEONEOK Inc | COM | 36,773 | $2.34M | 2.2% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 20,678 | $2.20M | 2.0% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 37,342 | $1.75M | 1.6% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 78,203 | $1.66M | 1.5% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 14,251 | $1.57M | 1.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 13,800 | $1.51M | 1.4% | – | – | History |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 56,528 | $1.49M | 1.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,609 | $1.36M | 1.3% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 17,732 | $1.32M | 1.2% | – | – | – |
| SLViShares Silver Trust | ETF | 56,900 | $1.26M | 1.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 7,407 | $1.18M | 1.1% | – | – | History |
| First Tr Exch Traded FD III33740J203 | EQUITY MARKET NE | 58,093 | $1.17M | 1.1% | – | – | – |
| KOCoca Cola Co | Stock | 16,991 | $1.05M | 1.0% | – | – | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 16,191 | $1.01M | 0.9% | – | – | – |
| CSXCSX Corp | Stock | 33,285 | $997.0K | 0.9% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,570 | $980.0K | 0.9% | – | – | – |
| USBUS Bancorp DE | COM NEW | 26,225 | $945.0K | 0.9% | – | – | History |
| MUMicron Technology Inc | Stock | 15,605 | $942.0K | 0.9% | – | – | History |
| PEPPepsiCo Inc | Stock | 5,147 | $938.0K | 0.9% | – | – | History |
| VZVerizon Communications Inc | Stock | 24,054 | $935.0K | 0.9% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,021 | $933.0K | 0.9% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,935 | $906.0K | 0.8% | – | – | – |
| IAUiShares Gold Trust | ETF | 24,035 | $898.0K | 0.8% | – | – | History |
| VVisa Inc. | Stock | 3,790 | $855.0K | 0.8% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,805 | $841.0K | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,613 | $835.0K | 0.8% | – | – | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 15,630 | $817.0K | 0.8% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,939 | $787.0K | 0.7% | – | – | History |
| OGSONE Gas, Inc. | COM | 9,862 | $781.0K | 0.7% | – | – | History |
| RTXRTX Corp | Stock | 7,947 | $778.0K | 0.7% | – | – | History |
| EVRGEvergy, Inc. | Stock | 12,301 | $752.0K | 0.7% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 9,952 | $724.0K | 0.7% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 15,077 | $721.0K | 0.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,704 | $698.0K | 0.6% | – | – | History |
| ABTAbbott Laboratories | Stock | 6,821 | $691.0K | 0.6% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 11,150 | $661.0K | 0.6% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,192 | $651.0K | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,265 | $598.0K | 0.6% | – | – | History |
| SHWSherwin Williams Co | COM | 2,480 | $557.0K | 0.5% | – | – | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 39,610 | $545.0K | 0.5% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 15,926 | $497.0K | 0.5% | – | – | – |
| MAMastercard Inc | Stock | 1,351 | $491.0K | 0.5% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 4,315 | $487.0K | 0.4% | – | – | History |
| AXPAmerican Express Co | Stock | 2,823 | $466.0K | 0.4% | – | – | History |
| CVSCVS Health Corp | Stock | 6,090 | $453.0K | 0.4% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,898 | $449.0K | 0.4% | – | – | History |
| CVXChevron Corp | Stock | 2,657 | $434.0K | 0.4% | – | – | History |
| DKNGDraftKings Inc. | Stock | 22,040 | $427.0K | 0.4% | – | – | History |
| AMZNAmazon Com Inc | Stock | 4,098 | $423.0K | 0.4% | – | – | History |
| NRGNRG Energy, Inc. | Stock | 12,200 | $418.0K | 0.4% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,093 | $412.0K | 0.4% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,555 | $409.0K | 0.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 5,430 | $402.0K | 0.4% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 2,050 | $397.0K | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,851 | $381.0K | 0.4% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 5,050 | $373.0K | 0.3% | – | – | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,390 | $370.0K | 0.3% | – | – | – |
| CFFNCapitol Federal Financial, Inc. | COM | 55,022 | $370.0K | 0.3% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,277 | $362.0K | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 8,717 | $356.0K | 0.3% | – | – | History |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 10,545 | $344.0K | 0.3% | – | – | History |
| TSCOTractor Supply Co | COM | 1,410 | $331.0K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,174 | $328.0K | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,598 | $322.0K | 0.3% | – | – | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 2,725 | $310.0K | 0.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 6,670 | $298.0K | 0.3% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 8,500 | $297.0K | 0.3% | – | – | History |
| FSLYFastly, Inc. | CL A | 16,325 | $290.0K | 0.3% | – | – | History |
| DGDollar General Corp | COM | 1,358 | $286.0K | 0.3% | – | – | History |
| AMATApplied Materials Inc | Stock | 2,263 | $278.0K | 0.3% | – | – | History |
| WMWaste Management Inc | Stock | 1,525 | $249.0K | 0.2% | – | – | History |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 16,648 | $233.0K | 0.2% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 1,708 | $228.0K | 0.2% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,072 | $220.0K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,034 | $219.0K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,128 | $206.0K | 0.2% | – | – | – |
| AFLAflac Inc | Stock | 3,158 | $204.0K | 0.2% | – | – | History |
| FFord Motor Co | Stock | 15,240 | $192.0K | 0.2% | – | – | History |