Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.87 Trillion
  • Q3 2025

Midland Wealth Advisors LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.87 Trillion distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $314B, Ishares Tr with a value of $253B, Ishares Tr with a value of $178B, Janus Detroit Str Tr Janus Hen with a value of $171B, and Vanguard Extended Duration Tre with a value of $92.2B.

Examining the 13F form we can see an increase of $59.5B in the current position value, from $1.81T to 1.87T.

Midland Wealth Advisors LLC is based out at Rockford, IL

Below you can find more details about Midland Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.87 Trillion
Technology: $49.6 Billion
Financial Services: $21 Billion
Industrials: $15.2 Billion
Healthcare: $15 Billion
Consumer Defensive: $11.7 Billion
Communication Services: $10.8 Billion
Consumer Cyclical: $10.1 Billion
Basic Materials: $8.16 Billion
Other: $19.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$314 Billion 16.79% of portfolio
469,011
Q3 2025 Added 29.23%
$0
$253 Billion 13.51% of portfolio
2,654,483
Q3 2025 Added 42.92%
$0
$178 Billion 9.55% of portfolio
2,043,505
Q3 2025 Reduced 0.38%
$0
$171 Billion 9.14% of portfolio
3,364,617
Q3 2025 Reduced 2.97%
$0
$92.2 Billion 4.94% of portfolio
1,347,603
Q3 2025 Added 39.62%
$0
$90.3 Billion 4.83% of portfolio
1,436,020
Q3 2025 Reduced 29.13%
$0
$82.1 Billion 4.39% of portfolio
680,238
Q3 2025 Reduced 40.22%
$0
$71.3 Billion 3.81% of portfolio
382,277
Q3 2025 Reduced 36.05%
$0
$62.8 Billion 3.36% of portfolio
1,009,251
Q3 2025 New
$0
$59.8 Billion 3.2% of portfolio
907,741
Q3 2025 Reduced 5.5%
$0
$46.9 Billion 2.51% of portfolio
489,566
Q3 2025 Reduced 44.26%
$0
$44.8 Billion 2.4% of portfolio
967,737
Q3 2025 Reduced 16.74%
$0
$43.6 Billion 2.33% of portfolio
335,729
Q3 2025 Reduced 43.97%
$0
$38.6 Billion 2.06% of portfolio
590,901
Q3 2025 Added 3,524.71%
$0
$31.6 Billion 1.69% of portfolio
526,079
Q3 2025 Reduced 79.03%
$0
$8.39 Billion 0.45% of portfolio
13,706
Q3 2025 Added 0.08%
$0
$6.7 Billion 0.36% of portfolio
53,174
Q3 2025 Added 12.97%
$0
$4.42 Billion 0.24% of portfolio
6,641
Q3 2025 Added 0.68%
$0
$4.22 Billion 0.23% of portfolio
83,273
Q3 2025 Added 31.42%
$0
$2.22 Billion 0.12% of portfolio
4,742
Q3 2025 Reduced 16.92%
$0
$1.96 Billion 0.11% of portfolio
21,035
Q3 2025 Reduced 1.69%
$0
$2.06 Billion 0.11% of portfolio
39,447
Q3 2025 Reduced 18.43%
$0
$2.13 Billion 0.11% of portfolio
9,266
Q3 2025 Added 11.05%
$0
$1.82 Billion 0.1% of portfolio
3,036
Q3 2025 Reduced 0.69%
$0
$1.62 Billion 0.09% of portfolio
13,622
Q3 2025 Reduced 3.18%
$0
$1.62 Billion 0.09% of portfolio
27,039
Q3 2025 Added 1.11%
$0
$1.75 Billion 0.09% of portfolio
66,619
Q3 2025 Added 0.6%
$0
$1.6 Billion 0.09% of portfolio
24,561
Q3 2025 Reduced 2.37%
$0
$1.53 Billion 0.08% of portfolio
21,402
Q3 2025 Added 1.15%
$0
$1.32 Billion 0.07% of portfolio
6,406
Q3 2025 Reduced 5.71%
$0
$1.35 Billion 0.07% of portfolio
9,574
Q3 2025 Added 33.85%
$0
$1.04 Billion 0.06% of portfolio
3,544
Q3 2025 Reduced 4.22%
$0
$930 Million 0.05% of portfolio
9,631
Q3 2025 Reduced 2.1%
$0
$948 Million 0.05% of portfolio
3,364
Q1 2025 Added 29.24%
$0
$688 Million 0.04% of portfolio
4,864
Q3 2025 Reduced 16.95%
$0
$824 Million 0.04% of portfolio
3,240
Q3 2025 Reduced 0.46%
$0
$702 Million 0.04% of portfolio
9,697
Q3 2025 Added 0.22%
$0
$588 Million 0.03% of portfolio
1,608
Q3 2025 Reduced 29.84%
$0
$536 Million 0.03% of portfolio
4,990
Q3 2025 New
$0
$610 Million 0.03% of portfolio
7,008
Q3 2025 Reduced 8.79%
$0
$563 Million 0.03% of portfolio
1,487
Q1 2025 Reduced 4.98%
$0
$588 Million 0.03% of portfolio
10,234
Q3 2025 Reduced 2.37%
$0
$505 Million 0.03% of portfolio
847
Q3 2025 Reduced 3.86%
$0
$619 Million 0.03% of portfolio
13,843
Q3 2025 Reduced 0.99%
$0
$555 Million 0.03% of portfolio
2,294
Q3 2025 Reduced 21.01%
$0
$517 Million 0.03% of portfolio
693
Q3 2025 Added 37.77%
$0
$285 Million 0.02% of portfolio
2,366
Q3 2025 New
$0
$331 Million 0.02% of portfolio
1,536
Q3 2025 Added 32.87%
$0
$389 Million 0.02% of portfolio
3,089
Q3 2025 Reduced 22.25%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $1.87 Trillion
  • Prior Value $1.81 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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