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.
Stock Holdings Table Market Cap. of Under $50 Millions
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