Mid American Wealth Advisory Group, Inc. Portfolio Holdings

Mid American Wealth Advisory Group, Inc.

  • $224 Billion
  • Q3 2025

Mid American Wealth Advisory Group, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $224 Billion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr 1 5 Yr High Yield with a value of $31.1B, Simpl Exch Traded Fds Sht Term with a value of $24B, Aim ETF Prods Tr Allianzim U S with a value of $20.9B, Ishares Tr Ibonds 2026 Term Hi with a value of $15.3B, and Ishares Ibonds 2025 Term High with a value of $14.7B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $210B to 224B.

Mid American Wealth Advisory Group, Inc. is based out at Kansas City, MO

Below you can find more details about Mid American Wealth Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $224 Billion
ETFs: $110 Billion
Technology: $5.33 Billion
Communication Services: $4.04 Billion
Consumer Defensive: $3.75 Billion
Healthcare: $3.4 Billion
Consumer Cyclical: $813 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.1 Billion 13.9% of portfolio
325,243
Q3 2025 Added 3.07%
-
$24 Billion 10.73% of portfolio
-
Q3 2025 Added 5.2%
$0
$20.9 Billion 9.33% of portfolio
626,874
Q3 2025 Added 35,038.68%
$0
$15.3 Billion 6.84% of portfolio
655,015
Q3 2025 Added 9.47%
$0
$14.7 Billion 6.56% of portfolio
632,436
Q3 2025 Added 5.7%
Pimco ETF Tr
-
$11.2 Billion 5.02% of portfolio
-
Q3 2025 Added 4.54%
$0
$10.2 Billion 4.54% of portfolio
190,860
Q3 2025 Added 2.84%
Simplify Exchange Traded Fun
-
$8.67 Billion 3.87% of portfolio
-
Q3 2025 New
-
$8.64 Billion 3.86% of portfolio
-
Q3 2025 Added 0.25%
Elevation Series Trust
-
$7.86 Billion 3.51% of portfolio
-
Q3 2025 Added 77.06%
$0
$7.25 Billion 3.24% of portfolio
106,621
Q3 2025 Reduced 13.98%
$0
$7.24 Billion 3.23% of portfolio
78,929
Q3 2025 Added 0.78%
$0
$4.5 Billion 2.01% of portfolio
88,078
Q3 2025 Added 9.73%
$0
$4.5 Billion 2.01% of portfolio
20,858
Q3 2025 Added 0.36%
$0
$4.47 Billion 2.0% of portfolio
195,324
Q3 2025 Added 10.51%
Simplify Exchange Traded Fun
-
$4.41 Billion 1.97% of portfolio
-
Q3 2025 Added 15.7%
$319B
$3.79 Billion 1.69% of portfolio
55,423
Q3 2025 Reduced 4.29%
$172B
$3.76 Billion 1.68% of portfolio
85,656
Q3 2025 Added 0.33%
$99.5B
$3.4 Billion 1.52% of portfolio
75,392
Q3 2025 Added 2.61%
$0
$3.41 Billion 1.52% of portfolio
13,807
Q3 2025 Added 3,856.16%
Elevation Series Trust
-
$2.2 Billion 0.98% of portfolio
-
Q3 2025 New
$0
$1.98 Billion 0.89% of portfolio
71,104
Q3 2025 New
$104B
$1.88 Billion 0.84% of portfolio
28,448
Q3 2025 Reduced 3.84%
$306B
$1.53 Billion 0.69% of portfolio
23,133
Q3 2025 Reduced 2.2%
Pimco ETF Tr
-
$1.38 Billion 0.61% of portfolio
-
Q3 2025 New
$0
$1.19 Billion 0.53% of portfolio
9,807
Q3 2025 New
Elevation Series Trust
-
$777 Million 0.35% of portfolio
-
Q3 2025 Added 21.18%
Elevation Series Trust
-
$727 Million 0.32% of portfolio
-
Q3 2025 New
$0
$718 Million 0.32% of portfolio
7,281
Q3 2025 Added 15.44%
$4.3T
$693 Million 0.31% of portfolio
2,721
Q3 2025 Reduced 42.07%
$0
$672 Million 0.3% of portfolio
11,956
Q3 2025 Added 24.41%
$130B
$637 Million 0.28% of portfolio
1,792
Q3 2025 Reduced 3.97%
$465B
$470 Million 0.21% of portfolio
2,519
Q3 2025 Reduced 59.05%
$0
$450 Million 0.2% of portfolio
4,469
Q3 2025 New
$1.29T
$436 Million 0.19% of portfolio
981
Q3 2025 Reduced 50.95%
$0
$417 Million 0.19% of portfolio
623
Q3 2025 Added 7.97%
Simplify Exchange Traded Fun
-
$415 Million 0.19% of portfolio
-
Q3 2025 New
-
$371 Million 0.17% of portfolio
-
Q3 2025 Added 29.59%
$2.39T
$377 Million 0.17% of portfolio
1,716
Q3 2025 Reduced 57.65%
$3.78T
$380 Million 0.17% of portfolio
733
Q3 2025 Reduced 59.32%
Calamos ETF Tr
-
$363 Million 0.16% of portfolio
-
Q3 2025 New
Palmer Square Capital Bdc In
-
$367 Million 0.16% of portfolio
-
Q3 2025 New
Aim ETF Products Trust
-
$360 Million 0.16% of portfolio
-
Q3 2025 Added 9,314.66%
$0
$329 Million 0.15% of portfolio
12,892
Q3 2025 Added 322,200.0%
$279B
$339 Million 0.15% of portfolio
3,289
Q3 2025 Reduced 0.18%
$65.3B
$313 Million 0.14% of portfolio
4,298
Q3 2025 Reduced 4.43%
$0
$263 Million 0.12% of portfolio
430
Q3 2025 New
$1.65T
$275 Million 0.12% of portfolio
1,130
Q3 2025 Reduced 10.03%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $224 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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