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Midwestern Financial, LLC /IA 13F holdings

Filed 2026-08-13 · Midwestern Financial, LLC /IA · 54 positions · $142.8M

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TickerCompanySharesValue% of portfolio
SPYSTATE STR SPDR S&P 500 ETF T20.7K$15.5M10.8%
AGGISHARES TR107.3K$10.6M7.4%
—AMERICAN CENTY ETF TR128.4K$10.4M7.3%
ACWXISHARES TR127.6K$9.7M6.8%
AVEMAMERICAN CENTY ETF TR83.2K$8.0M5.6%
AVDEAMERICAN CENTY ETF TR83.0K$7.4M5.2%
JPSTJ P MORGAN EXCHANGE TRADED F125.1K$6.3M4.4%
VTVVANGUARD INDEX FDS22.9K$5.0M3.5%
SCHBSCHWAB STRATEGIC TR159.2K$4.6M3.2%
SCHASCHWAB STRATEGIC TR116.5K$4.2M2.9%
VTIVANGUARD INDEX FDS10.3K$3.8M2.7%
VOVANGUARD INDEX FDS46.4K$3.7M2.6%
IAGGISHARES TR70.9K$3.6M2.5%
VTEBVANGUARD MUN BD FDS69.2K$3.5M2.4%
VTVANGUARD INTL EQUITY INDEX F20.8K$3.3M2.3%
QQQINVESCO QQQ TR4.4K$3.2M2.3%
VEAVANGUARD TAX-MANAGED FDS43.6K$3.1M2.2%
SHYDVANECK ETF TRUST124.3K$2.8M2.0%
VBRVANGUARD INDEX FDS11.7K$2.8M2.0%
VGSHVANGUARD SCOTTSDALE FDS36.5K$2.1M1.5%
QUALISHARES TR9.4K$2.1M1.4%
SUBISHARES TR18.9K$2.0M1.4%
VIGVANGUARD SPECIALIZED FUNDS7.9K$1.9M1.3%
METAMETA PLATFORMS INC3.3K$1.8M1.3%
NVDANVIDIA CORPORATION8.7K$1.7M1.2%
AAPLAPPLE INC5.9K$1.7M1.2%
VTIPVANGUARD MALVERN FDS28.2K$1.4M1.0%
BRK-BBERKSHIRE HATHAWAY INC DEL2.8K$1.4M1.0%
XLISELECT SECTOR SPDR TR6.5K$1.2M0.8%
VGTVANGUARD WORLD FD9.9K$1.2M0.8%
TAXFAMERICAN CENTY ETF TR23.2K$1.2M0.8%
VWOVANGUARD INTL EQUITY INDEX F19.2K$1.1M0.8%
MUBISHARES TR9.3K$1.0M0.7%
AMZNAMAZON COM INC3.3K$787,9520.6%
GOOGLALPHABET INC2.0K$726,7100.5%
SBUXSTARBUCKS CORP6.9K$705,7170.5%
MSFTMICROSOFT CORP1.5K$565,9380.4%
VBVANGUARD INDEX FDS1.8K$556,6690.4%
BBHYJ P MORGAN EXCHANGE TRADED F11.0K$507,7250.4%
WMTWALMART INC4.5K$507,1270.4%
ROPROPER TECHNOLOGIES INC1.4K$460,4590.3%
ACWIISHARES TR2.8K$438,2310.3%
—TE CONNECTIVITY PLC2.0K$407,8570.3%
XLBSELECT SECTOR SPDR TR7.9K$403,2430.3%
—J P MORGAN EXCHANGE TRADED F8.7K$393,7640.3%
JMSTJ P MORGAN EXCHANGE TRADED F7.5K$380,6650.3%
LQDISHARES TR3.4K$376,1270.3%
JPMJPMORGAN CHASE & CO960$314,0810.2%
SPMDSPDR SERIES TRUST4.6K$313,1350.2%
VTESVANGUARD WELLINGTON FD3.0K$304,5750.2%
BNDVANGUARD BD INDEX FDS4.1K$300,5370.2%
TSLATESLA INC630$264,9780.2%
HDVISHARES TR9.5K$259,7400.2%
COSTCOSTCO WHOLESALE CORPORATION224$209,9720.1%
Top Fund Holdings
13F
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