Midwest Capital Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Billion distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $25.4B, Blackrock ETF Tr U S Equity Fa with a value of $24.2B, Ishares Msci Usa Quality Facto with a value of $19B, Blackrock ETF Trust with a value of $18.1B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $14.3B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $190B to 207B.

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 $207 Billion
ETFs: $154 Billion
Technology: $2.18 Billion
Healthcare: $895 Million
Utilities: $650 Million
Consumer Cyclical: $551 Million
Industrials: $446 Million
Consumer Defensive: $262 Million
Communication Services: $256 Million
Other: $533 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $207 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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