Mid American Wealth Advisory Group, Inc. Portfolio Holdings

Mid American Wealth Advisory Group, Inc.

  • $237 Billion
  • Q4 2025

Mid American Wealth Advisory Group, Inc. has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $237 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr 1 5 Yr High Yield with a value of $31.4B, Simpl Exch Traded Fds Sht Term with a value of $25B, Ishares Tr Ibonds 2026 Term Hi with a value of $21.7B, Aim ETF Tr Allianzim Us Lg Cap with a value of $21.1B, and Pimco ETF Tr with a value of $12.9B.

Examining the 13F form we can see an increase of $12.8B in the current position value, from $224B to 237B.

Mid American Wealth Advisory Group, Inc. is based out at Kansas City, MO

Below you can find more details about Mid American Wealth Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $237 Billion
ETFs: $137 Billion
Technology: $6.03 Billion
Communication Services: $4.59 Billion
Healthcare: $4.35 Billion
Consumer Defensive: $3.55 Billion
Consumer Cyclical: $3.13 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.4 Billion 13.28% of portfolio
331,479
Q4 2025 Added 1.92%
-
$25 Billion 10.54% of portfolio
-
Q4 2025 Added 3.7%
$0
$21.7 Billion 9.15% of portfolio
938,450
Q4 2025 Added 43.27%
$0
$21.1 Billion 8.9% of portfolio
606,671
Q4 2025 New
Pimco ETF Tr
-
$12.9 Billion 5.46% of portfolio
-
Q4 2025 Added 15.34%
Simplify Exchange Traded Fun
-
$10.2 Billion 4.32% of portfolio
-
Q4 2025 Added 18.27%
$0
$9.94 Billion 4.2% of portfolio
192,125
Q4 2025 Added 0.66%
$0
$8.44 Billion 3.57% of portfolio
216,453
Q4 2025 New
Elevation Series Trust
-
$8.09 Billion 3.42% of portfolio
-
Q4 2025 Added 5.69%
$0
$7.52 Billion 3.18% of portfolio
82,293
Q4 2025 Added 4.26%
$0
$7.07 Billion 2.99% of portfolio
109,982
Q4 2025 Added 3.15%
$0
$4.7 Billion 1.99% of portfolio
93,530
Q4 2025 Added 6.19%
$0
$4.69 Billion 1.98% of portfolio
210,408
Q4 2025 Added 7.72%
Simplify Exchange Traded Fun
-
$4.69 Billion 1.98% of portfolio
-
Q4 2025 Added 7.94%
$0
$4.66 Billion 1.97% of portfolio
208,868
Q4 2025 New
$0
$4.6 Billion 1.94% of portfolio
20,933
Q4 2025 Added 0.36%
$319B
$4.16 Billion 1.76% of portfolio
53,986
Q4 2025 Reduced 2.59%
Elevation Series Trust
-
$4.02 Billion 1.7% of portfolio
-
Q4 2025 Reduced 3.02%
$0
$3.72 Billion 1.57% of portfolio
157,003
Q4 2025 New
$172B
$3.63 Billion 1.53% of portfolio
89,064
Q4 2025 Added 3.98%
$0
$3.08 Billion 1.3% of portfolio
12,166
Q4 2025 Reduced 11.89%
Pimco ETF Tr
-
$2.31 Billion 0.98% of portfolio
-
Q4 2025 Added 69.22%
$0
$2.3 Billion 0.97% of portfolio
80,738
Q4 2025 Added 13.55%
$6.2B
$2.3 Billion 0.97% of portfolio
25,250
Q4 2025 New
Elevation Series Trust
-
$2.08 Billion 0.88% of portfolio
-
Q4 2025 Reduced 3.76%
$306B
$1.63 Billion 0.69% of portfolio
23,348
Q4 2025 Added 0.93%
$104B
$1.51 Billion 0.64% of portfolio
26,225
Q4 2025 Reduced 7.81%
$0
$1.32 Billion 0.56% of portfolio
11,037
Q4 2025 Added 12.54%
$4.3T
$874 Million 0.37% of portfolio
3,214
Q4 2025 Added 18.12%
Elevation Series Trust
-
$817 Million 0.34% of portfolio
-
Q4 2025 Added 0.31%
$0
$748 Million 0.32% of portfolio
7,723
Q4 2025 Added 6.07%
$0
$753 Million 0.32% of portfolio
13,294
Q4 2025 Added 11.19%
$0
$763 Million 0.32% of portfolio
7,600
Q4 2025 Added 70.06%
$0
$745 Million 0.31% of portfolio
12,859
Q4 2025 New
Elevation Series Trust
-
$713 Million 0.3% of portfolio
-
Q4 2025 Added 7.97%
$130B
$685 Million 0.29% of portfolio
1,728
Q4 2025 Reduced 3.57%
Palmer Square Capital Bdc In
-
$665 Million 0.28% of portfolio
-
Q4 2025 Added 82.53%
$1.65T
$660 Million 0.28% of portfolio
2,109
Q4 2025 Added 86.64%
Innovator Etfs Trust
-
$601 Million 0.25% of portfolio
-
Q4 2025 New
$0
$568 Million 0.24% of portfolio
21,994
Q4 2025 Added 70.6%
Calamos ETF Tr
-
$573 Million 0.24% of portfolio
-
Q4 2025 Added 62.35%
$465B
$548 Million 0.23% of portfolio
2,940
Q4 2025 Added 16.71%
$3.78T
$454 Million 0.19% of portfolio
939
Q4 2025 Added 28.1%
$2.39T
$438 Million 0.18% of portfolio
1,897
Q4 2025 Added 10.55%
$279B
$406 Million 0.17% of portfolio
3,647
Q4 2025 Added 10.88%
$1.29T
$387 Million 0.16% of portfolio
861
Q4 2025 Reduced 12.23%
$0
$357 Million 0.15% of portfolio
521
Q4 2025 Reduced 16.37%
$65.3B
$342 Million 0.14% of portfolio
4,215
Q4 2025 Reduced 1.93%
$0
$303 Million 0.13% of portfolio
484
Q4 2025 Added 12.56%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $237 Billion
  • Prior Value $224 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Mid American Wealth Advisory Group, Inc. Portfolio

Follow Mid American Wealth Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mid American Wealth Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mid American Wealth Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email