Midwest Financial Group LLC Portfolio Holdings

Midwest Financial Group LLC

  • $190 Billion
  • Q2 2025

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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$2.82 Billion 1.48% of portfolio
22,900
Q2 2025 Added 4.9%
$36.1B
$2.73 Billion 1.44% of portfolio
33,505
Q2 2025 Reduced 1.45%
$136B
$1.84 Billion 0.97% of portfolio
8,800
Q2 2025 Added 2.03%
$68.6B
$1.52 Billion 0.8% of portfolio
33,651
Q2 2025 Added 2.75%
$113B
$808 Million 0.42% of portfolio
2,932
Q2 2025 Added 34.19%
$29.3B
$662 Million 0.35% of portfolio
16,100
Q2 2025 Added 5.23%
$74.1B
$646 Million 0.34% of portfolio
19,800
Q2 2025 Reduced 2.94%
$88.9B
$579 Million 0.3% of portfolio
1,850
Q3 2024 Reduced 1.33%
$20B
$525 Million 0.28% of portfolio
12,250
Q1 2025 Reduced 22.71%
$21.5B
$521 Million 0.27% of portfolio
16,375
Q2 2025 Added 0.81%
$180B
$447 Million 0.23% of portfolio
10,325
Q1 2025 Reduced 0.96%
$24.8B
$435 Million 0.23% of portfolio
3,799
Q2 2025 Reduced 8.24%
$161B
$416 Million 0.22% of portfolio
2,273
Q1 2024 Added 0.44%
$141B
$414 Million 0.22% of portfolio
1,801
Q2 2025 Added 0.45%
$24B
$320 Million 0.17% of portfolio
3,315
Q2 2025 Reduced 5.69%
$18.9B
$302 Million 0.16% of portfolio
3,870
Q2 2025 Reduced 3.49%
$194B
$245 Million 0.13% of portfolio
238
Q2 2025 New
$64.9B
$229 Million 0.12% of portfolio
2,172
Q2 2025 Added 0.18%
$118B
$229 Million 0.12% of portfolio
2,551
Q1 2025 Reduced 16.06%
$44.2B
$146 Million 0.08% of portfolio
13,443
Q2 2025 Added 15.47%

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
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