Midwest Financial Group LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $13.7B, Ishares S&P 500 Growth ETF with a value of $12.2B, American Centy ETF Tr Avantis with a value of $9.6B, Invesco Qqq Trust, Series 1 with a value of $9.56B, and Apple Inc. with a value of $6.48B.

Examining the 13F form we can see an increase of $18.1B in the current position value, from $172B to 190B.

Midwest Financial Group LLC is based out at Overland Park, KS

Below you can find more details about Midwest Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $128 Billion
Technology: $23.6 Billion
Financial Services: $9.23 Billion
Energy: $5.48 Billion
Industrials: $4.14 Billion
Consumer Cyclical: $3.57 Billion
Consumer Defensive: $3.27 Billion
Communication Services: $1.86 Billion
Other: $1.37 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $190 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Midwest Financial Group LLC Portfolio

Follow Midwest Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Midwest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midwest Financial Group LLC with notifications on news.