Midwestern Financial, LLC /Ia Portfolio Holdings

Midwestern Financial, LLC /Ia

  • $107 Billion
  • Q2 2025

Midwestern Financial, LLC /Ia has filed its 13F form on August 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $7.94B, Ishares Core U.S. Aggregate Bo with a value of $7.51B, American Centy ETF Tr Focused with a value of $7.09B, Vanguard Value ETF with a value of $6.01B, and Schwab Strategic Tr Us Broad M with a value of $5.96B.

Examining the 13F form we can see an increase of $107B in the current position value.

Midwestern Financial, LLC /Ia is based out at Iowa City, IA

Below you can find more details about Midwestern Financial, LLC /Ia portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $95.1 Billion
Technology: $2.92 Billion
Communication Services: $2.63 Billion
Consumer Cyclical: $1.88 Billion
Financial Services: $1.43 Billion
Industrials: $1.33 Billion
Consumer Defensive: $655 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.94 Billion 7.44% of portfolio
12,849
Q2 2025 New
$0
$7.51 Billion 7.04% of portfolio
75,693
Q2 2025 New
$0
$7.09 Billion 6.65% of portfolio
101,598
Q2 2025 New
$0
$6.01 Billion 5.64% of portfolio
34,022
Q2 2025 New
$0
$5.96 Billion 5.59% of portfolio
249,976
Q2 2025 New
$0
$4.96 Billion 4.65% of portfolio
66,986
Q2 2025 New
$0
$4.85 Billion 4.55% of portfolio
70,822
Q2 2025 New
$0
$4.66 Billion 4.37% of portfolio
15,349
Q2 2025 New
$0
$4.63 Billion 4.34% of portfolio
75,960
Q2 2025 New
$0
$3.36 Billion 3.15% of portfolio
59,013
Q2 2025 New
$0
$3.32 Billion 3.11% of portfolio
65,491
Q2 2025 New
$0
$3.08 Billion 2.89% of portfolio
15,812
Q2 2025 New
$0
$2.72 Billion 2.55% of portfolio
21,156
Q2 2025 New
$0
$2.58 Billion 2.42% of portfolio
43,869
Q2 2025 New
$0
$2.42 Billion 2.27% of portfolio
4,385
Q2 2025 New
$1.78T
$2.42 Billion 2.26% of portfolio
3,272
Q2 2025 New
$0
$2.04 Billion 1.92% of portfolio
11,185
Q2 2025 New
$0
$1.98 Billion 1.86% of portfolio
18,619
Q2 2025 New
$0
$1.81 Billion 1.7% of portfolio
36,909
Q2 2025 New
$0
$1.61 Billion 1.5% of portfolio
7,842
Q2 2025 New
$0
$1.56 Billion 1.46% of portfolio
31,517
Q2 2025 New
$621B
$1.43 Billion 1.34% of portfolio
2,938
Q2 2025 New
$456B
$1.37 Billion 1.29% of portfolio
8,699
Q2 2025 New
$55.1B
$1.33 Billion 1.24% of portfolio
2,338
Q2 2025 New
$0
$1.23 Billion 1.15% of portfolio
25,155
Q2 2025 New
$0
$1.15 Billion 1.08% of portfolio
50,893
Q2 2025 New
$0
$1.15 Billion 1.08% of portfolio
4,099
Q2 2025 New
$0
$1.13 Billion 1.06% of portfolio
44,517
Q2 2025 New
$108B
$1.06 Billion 1.0% of portfolio
11,590
Q2 2025 New
$0
$1.04 Billion 0.98% of portfolio
9,953
Q2 2025 New
$3.69T
$961 Million 0.9% of portfolio
4,682
Q2 2025 New
$0
$943 Million 0.88% of portfolio
6,395
Q2 2025 New
$0
$817 Million 0.77% of portfolio
1,232
Q2 2025 New
$0
$716 Million 0.67% of portfolio
6,529
Q2 2025 New
$0
$615 Million 0.58% of portfolio
13,454
Q2 2025 New
$2.26T
$620 Million 0.58% of portfolio
2,826
Q2 2025 New
$3.95T
$587 Million 0.55% of portfolio
1,181
Q2 2025 New
$0
$577 Million 0.54% of portfolio
4,488
Q2 2025 New
$0
$503 Million 0.47% of portfolio
9,880
Q2 2025 New
$0
$486 Million 0.46% of portfolio
10,414
Q2 2025 New
$281B
$434 Million 0.41% of portfolio
4,439
Q2 2025 New
$0
$428 Million 0.4% of portfolio
1,806
Q2 2025 New
$0
$403 Million 0.38% of portfolio
8,024
Q2 2025 New
Te Connectivity PLC
-
$391 Million 0.37% of portfolio
-
Q2 2025 New
$0
$347 Million 0.33% of portfolio
2,962
Q2 2025 New
$0
$342 Million 0.32% of portfolio
3,897
Q2 2025 New
$0
$312 Million 0.29% of portfolio
4,234
Q2 2025 New
Vanguard Wellington Fd
-
$295 Million 0.28% of portfolio
-
Q2 2025 New
$0
$249 Million 0.23% of portfolio
4,573
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $107 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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