Midwest Heritage Bank, Fsb Portfolio Holdings

Midwest Heritage Bank, Fsb

  • $247 Million
  • Q2 2025

Midwest Heritage Bank, Fsb has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $247 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $44.5M, Capital Group Core Equity ETF with a value of $36.1M, Capital Group Divid Value ETF with a value of $25.3M, Capital Group Core Plus Income with a value of $22.7M, and Dimensional ETF Tr Dimensional with a value of $17.2M.

Examining the 13F form we can see an increase of $20.8M in the current position value, from $227M to 247M.

Below you can find more details about Midwest Heritage Bank, Fsb portfolio as well as his latest detailed transactions.

Portfolio value $247 Million
ETFs: $204 Million
Financial Services: $1.1 Million
Energy: $819,000
Consumer Cyclical: $769,000
Technology: $473,000
Consumer Defensive: $282,000
Industrials: $249,000
Communication Services: $108,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$728,000 0.29% of portfolio
1
Q1 2025 New
$476B
$437,000 0.18% of portfolio
4,060
Q2 2025 Added 0.07%
$2.33T
$389,000 0.16% of portfolio
1,775
Q2 2025 Reduced 2.85%
$314B
$382,000 0.15% of portfolio
2,668
Q2 2025 Reduced 0.19%
$218B
$239,000 0.1% of portfolio
811
Q1 2025 New
$3.73T
$234,000 0.09% of portfolio
1,144
Q2 2025 Reduced 3.38%
$654B
$210,000 0.08% of portfolio
434
Q2 2025 Reduced 5.03%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $247 Million
  • Prior Value $227 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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