Midwest Capital Advisors, LLC Portfolio Holdings

Midwest Capital Advisors, LLC

  • $190 Billion
  • Q2 2025

Midwest Capital Advisors, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Trust with a value of $25B, Schwab Strategic Tr Us Large C with a value of $23B, Ishares Msci Usa Quality Facto with a value of $19.2B, Blackrock ETF Tr U S Equity Fa with a value of $18.1B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $11.5B.

Examining the 13F form we can see an increase of $26.8B in the current position value, from $163B to 190B.

Midwest Capital Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Midwest Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $140 Billion
Technology: $1.85 Billion
Healthcare: $956 Million
Utilities: $614 Million
Consumer Cyclical: $539 Million
Industrials: $433 Million
Consumer Defensive: $278 Million
Energy: $222 Million
Other: $481 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Blackrock ETF Trust
-
$25 Billion 13.2% of portfolio
-
Q2 2025 Added 22.5%
$0
$23 Billion 12.11% of portfolio
786,188
Q2 2025 Reduced 26.76%
$0
$19.2 Billion 10.14% of portfolio
105,169
Q2 2025 Added 5.39%
$0
$18.1 Billion 9.52% of portfolio
331,764
Q2 2025 Added 5.73%
$0
$11.5 Billion 6.05% of portfolio
268,640
Q2 2025 Added 81.56%
$0
$6.74 Billion 3.55% of portfolio
66,374
Q2 2025 Added 34.21%
$0
$6.68 Billion 3.52% of portfolio
21,945
Q2 2025 Added 66.11%
Blackrock ETF Trust
-
$6.65 Billion 3.51% of portfolio
-
Q2 2025 New
$0
$6.38 Billion 3.36% of portfolio
36,835
Q2 2025 Reduced 10.71%
$0
$5.2 Billion 2.74% of portfolio
105,111
Q2 2025 New
$0
$5.15 Billion 2.71% of portfolio
21,416
Q2 2025 Reduced 0.94%
$0
$5.12 Billion 2.7% of portfolio
231,791
Q2 2025 Reduced 1.31%
Blackrock ETF Trust Ii
-
$5.02 Billion 2.65% of portfolio
-
Q2 2025 Added 4.92%
$0
$5.01 Billion 2.64% of portfolio
98,498
Q2 2025 Added 3.55%
$53B
$4.62 Billion 2.44% of portfolio
74,094
Q2 2025 Added 17.95%
$0
$4.22 Billion 2.23% of portfolio
104,984
Q2 2025 Added 16.66%
$0
$2.51 Billion 1.32% of portfolio
14,212
Q2 2025 Reduced 13.29%
$0
$2.17 Billion 1.15% of portfolio
93,546
Q2 2025 Reduced 46.13%
$0
$2.17 Billion 1.14% of portfolio
91,059
Q2 2025 Reduced 1.01%
$0
$1.39 Billion 0.73% of portfolio
24,355
Q2 2025 Reduced 5.73%
$0
$1.22 Billion 0.64% of portfolio
11,833
Q2 2025 New
$0
$947 Million 0.5% of portfolio
1,667
Q2 2025 Added 0.18%
$440B
$939 Million 0.49% of portfolio
5,941
Q2 2025 Added 0.02%
$0
$908 Million 0.48% of portfolio
1,470
Q4 2024 New
$0
$867 Million 0.46% of portfolio
13,724
Q2 2025 Reduced 85.35%
$0
$843 Million 0.44% of portfolio
9,359
Q2 2025 Reduced 38.0%
$0
$829 Million 0.44% of portfolio
5,978
Q2 2025 Reduced 13.02%
$0
$777 Million 0.41% of portfolio
27,710
Q2 2025 Reduced 14.96%
$0
$686 Million 0.36% of portfolio
6,234
Q1 2025 Reduced 51.5%
$0
$667 Million 0.35% of portfolio
1,075
Q2 2025 Reduced 5.95%
$0
$610 Million 0.32% of portfolio
1,392
Q2 2025 Reduced 6.51%
$0
$546 Million 0.29% of portfolio
16,725
Q2 2025 Added 1.91%
$0
$478 Million 0.25% of portfolio
6,071
Q2 2025 Reduced 37.2%
$0
$413 Million 0.22% of portfolio
6,505
Q2 2025 Reduced 6.54%
$0
$419 Million 0.22% of portfolio
1,379
Q2 2025 Added 1.92%
$0
$422 Million 0.22% of portfolio
16,749
Q2 2025 Reduced 2.26%
$152B
$416 Million 0.22% of portfolio
1,052
Q1 2025 New
$0
$334 Million 0.18% of portfolio
3,060
Q2 2025 Reduced 60.9%
$26.6B
$327 Million 0.17% of portfolio
2,467
Q4 2024 New
$0
$302 Million 0.16% of portfolio
2,697
Q2 2025 Reduced 7.89%
$0
$296 Million 0.16% of portfolio
5,205
Q4 2024 New
$0
$294 Million 0.16% of portfolio
4,257
Q4 2024 New
$119B
$248 Million 0.13% of portfolio
900
Q4 2024 New
$0
$244 Million 0.13% of portfolio
872
Q2 2025 Reduced 40.96%
$413B
$223 Million 0.12% of portfolio
225
Q2 2025 Reduced 1.75%
$0
$208 Million 0.11% of portfolio
7,859
Q4 2024 New
$0
$213 Million 0.11% of portfolio
4,255
Q2 2025 Reduced 67.12%
$0
$197 Million 0.1% of portfolio
1,989
Q2 2025 Reduced 15.25%
$768B
$184 Million 0.1% of portfolio
236
Q2 2025 Reduced 14.49%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $190 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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