Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.81 Trillion
  • Q2 2025

Midland Wealth Advisors LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 171 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 $225B, Janus Detroit Str Tr Janus Hen with a value of $176B, Ishares Tr with a value of $174B, Ishares Tr with a value of $171B, and Vanguard Intermediate Term Tre with a value of $150B.

Examining the 13F form we can see an increase of $111B in the current position value, from $1.7T to 1.81T.

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 $1.81 Trillion
Technology: $48.2 Billion
Financial Services: $22.1 Billion
Industrials: $16.4 Billion
Healthcare: $15.2 Billion
Consumer Defensive: $13.1 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $10.6 Billion
Basic Materials: $8.14 Billion
Other: $14.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$225 Billion 12.45% of portfolio
362,926
Q2 2025 Added 2.31%
$0
$176 Billion 9.72% of portfolio
3,467,496
Q2 2025 Added 3.03%
$0
$174 Billion 9.64% of portfolio
1,857,285
Q2 2025 Added 1.75%
$0
$171 Billion 9.46% of portfolio
2,051,244
Q2 2025 Added 0.23%
$0
$150 Billion 8.29% of portfolio
2,508,721
Q2 2025 Added 2.48%
$0
$125 Billion 6.92% of portfolio
1,137,915
Q2 2025 Added 0.63%
$0
$122 Billion 6.72% of portfolio
2,026,359
Q2 2025 Added 2.69%
$0
$106 Billion 5.84% of portfolio
597,797
Q2 2025 Added 3.2%
$0
$79.9 Billion 4.42% of portfolio
878,292
Q2 2025 Added 1.13%
$0
$74.1 Billion 4.09% of portfolio
599,218
Q2 2025 Added 2.22%
$0
$65 Billion 3.59% of portfolio
965,210
Q2 2025 Added 9.69%
$0
$57.7 Billion 3.19% of portfolio
960,609
Q2 2025 Added 0.67%
$0
$49.5 Billion 2.74% of portfolio
1,162,250
Q2 2025 Added 3.85%
$0
$7.78 Billion 0.43% of portfolio
13,695
Q2 2025 Reduced 0.09%
$0
$6.26 Billion 0.35% of portfolio
20,597
Q2 2025 Added 1.4%
$0
$5.29 Billion 0.29% of portfolio
47,071
Q2 2025 Reduced 0.43%
$0
$3.21 Billion 0.18% of portfolio
63,364
Q2 2025 Added 6.35%
$0
$2.42 Billion 0.13% of portfolio
48,362
Q2 2025 Reduced 8.66%
$0
$2.42 Billion 0.13% of portfolio
5,708
Q2 2025 Reduced 41.06%
$0
$1.91 Billion 0.11% of portfolio
21,396
Q2 2025 Reduced 1.27%
$0
$1.78 Billion 0.1% of portfolio
8,344
Q2 2025 Reduced 0.39%
$0
$1.69 Billion 0.09% of portfolio
3,057
Q2 2025 Reduced 17.09%
$0
$1.63 Billion 0.09% of portfolio
66,222
Q2 2025 Reduced 11.94%
$0
$1.53 Billion 0.08% of portfolio
25,158
Q2 2025 Reduced 4.02%
$0
$1.42 Billion 0.08% of portfolio
21,159
Q2 2025 Reduced 4.84%
$0
$1.52 Billion 0.08% of portfolio
26,743
Q2 2025 Reduced 3.19%
$0
$1.54 Billion 0.08% of portfolio
14,070
Q2 2025 Reduced 5.79%
$0
$1.33 Billion 0.07% of portfolio
6,794
Q2 2025 Reduced 7.54%
$0
$1.04 Billion 0.06% of portfolio
3,700
Q2 2025 Reduced 40.26%
$0
$1.01 Billion 0.06% of portfolio
16,302
Q2 2025 Reduced 13.14%
$0
$954 Million 0.05% of portfolio
7,153
Q2 2025 Reduced 11.53%
$0
$852 Million 0.05% of portfolio
3,364
Q1 2025 Added 29.24%
$0
$905 Million 0.05% of portfolio
9,838
Q2 2025 Added 12.83%
$0
$771 Million 0.04% of portfolio
3,255
Q2 2025 Reduced 2.25%
$0
$648 Million 0.04% of portfolio
9,676
Q2 2025 Reduced 0.52%
$0
$666 Million 0.04% of portfolio
10,409
Q2 2025 Reduced 19.38%
$0
$779 Million 0.04% of portfolio
5,857
Q2 2025 Reduced 7.16%
$0
$778 Million 0.04% of portfolio
2,292
Q2 2025 Reduced 0.91%
$0
$499 Million 0.03% of portfolio
881
Q2 2025 Reduced 14.96%
$0
$522 Million 0.03% of portfolio
1,487
Q1 2025 Reduced 4.98%
$0
$627 Million 0.03% of portfolio
2,904
Q2 2025 Reduced 42.97%
$0
$462 Million 0.03% of portfolio
3,973
Q2 2025 Reduced 13.31%
$0
$591 Million 0.03% of portfolio
13,981
Q2 2025 Reduced 0.56%
$0
$631 Million 0.03% of portfolio
7,683
Q2 2025 Reduced 0.4%
$0
$578 Million 0.03% of portfolio
10,482
Q2 2025 Reduced 16.04%
$0
$417 Million 0.02% of portfolio
952
Q2 2025 Added 33.9%
$0
$334 Million 0.02% of portfolio
503
Q2 2025 New
$0
$327 Million 0.02% of portfolio
2,920
Q2 2025 Reduced 6.02%
$0
$272 Million 0.02% of portfolio
12,633
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $1.81 Trillion
  • Prior Value $1.7 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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