Midwest Financial Group LLC Portfolio Holdings

Midwest Financial Group LLC

  • $210 Billion
  • Q3 2025

Midwest Financial Group LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $210 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $14.3B, Ishares S&P 500 Growth ETF with a value of $13.7B, American Centy ETF Tr Avantis with a value of $11B, Invesco Qqq Trust, Series 1 with a value of $10.5B, and Apple Inc. with a value of $8.04B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $190B to 210B.

Midwest Financial Group LLC is based out at Overland Park, KS

Below you can find more details about Midwest Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
ETFs: $139 Billion
Technology: $28.1 Billion
Financial Services: $10.5 Billion
Energy: $5.34 Billion
Industrials: $4.41 Billion
Consumer Cyclical: $4 Billion
Consumer Defensive: $2.98 Billion
Communication Services: $2.61 Billion
Other: $1.77 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$8.04 Billion 3.83% of portfolio
31,558
Q3 2025 Reduced 0.12%
$388B
$6.8 Billion 3.24% of portfolio
42,013
Q3 2025 Added 0.73%
$3.78T
$4.86 Billion 2.32% of portfolio
9,384
Q3 2025 Reduced 0.24%
$268B
$3.9 Billion 1.86% of portfolio
23,325
Q3 2025 Added 1.86%
$662B
$3.48 Billion 1.66% of portfolio
6,923
Q3 2025 Added 6.9%
-
$2.85 Billion 1.36% of portfolio
-
Q3 2025 Added 1.44%
$31.5B
$2.46 Billion 1.17% of portfolio
33,725
Q3 2025 Added 0.66%
$1.65T
$1.96 Billion 0.93% of portfolio
8,058
Q3 2025 Added 0.31%
$114B
$1.9 Billion 0.9% of portfolio
8,790
Q3 2025 Reduced 0.11%
$2.39T
$1.69 Billion 0.8% of portfolio
7,675
Q3 2025 Added 3.86%
$67.6B
$1.59 Billion 0.76% of portfolio
32,951
Q3 2025 Reduced 2.08%
$490B
$1.6 Billion 0.76% of portfolio
14,228
Q3 2025 Reduced 0.18%
$404B
$1.29 Billion 0.62% of portfolio
1,397
Q3 2025 Added 8.29%
$258B
$1.15 Billion 0.55% of portfolio
6,852
Q3 2025 Added 0.23%
$465B
$1.06 Billion 0.51% of portfolio
5,680
Q3 2025 Added 4.51%
$139B
$933 Million 0.44% of portfolio
2,827
Q3 2025 Reduced 3.58%
$593B
$775 Million 0.37% of portfolio
2,757
Q3 2025 Reduced 1.78%
$512B
$757 Million 0.36% of portfolio
1,331
Q3 2025 Reduced 2.49%
$29.2B
$715 Million 0.34% of portfolio
16,050
Q3 2025 Reduced 0.31%
$73.4B
$692 Million 0.33% of portfolio
19,500
Q3 2025 Reduced 1.52%
$0
$643 Million 0.31% of portfolio
45,354
Q3 2025 New
$346B
$584 Million 0.28% of portfolio
3,801
Q1 2025 Reduced 7.32%
$64.5B
$591 Million 0.28% of portfolio
1,825
Q3 2025 Reduced 1.35%
$8.81B
$566 Million 0.27% of portfolio
7,725
Q3 2025 Added 8.42%
$533B
$547 Million 0.26% of portfolio
1,601
Q3 2025 Reduced 6.32%
$23.5B
$535 Million 0.26% of portfolio
15,267
Q3 2025 Reduced 6.77%
$0
$524 Million 0.25% of portfolio
14,278
Q3 2025 Added 3.55%
$303B
$498 Million 0.24% of portfolio
3,209
Q3 2025 Added 0.5%
$4.39B
$511 Million 0.24% of portfolio
6,318
Q3 2025 Reduced 0.79%
$13.3B
$477 Million 0.23% of portfolio
12,750
Q3 2025 Added 4.08%
$197B
$465 Million 0.22% of portfolio
2,273
Q1 2024 Added 0.44%
$172B
$432 Million 0.21% of portfolio
9,825
Q3 2025 Reduced 4.84%
$136B
$428 Million 0.2% of portfolio
1,809
Q3 2025 Added 0.44%
$224B
$407 Million 0.19% of portfolio
1,341
Q2 2025 Added 0.07%
$204B
$394 Million 0.19% of portfolio
2,805
Q3 2025 Added 0.25%
$23.5B
$386 Million 0.18% of portfolio
3,734
Q3 2025 Reduced 1.71%
$522B
$366 Million 0.17% of portfolio
1,975
Q3 2025 Added 0.1%
$23B
$358 Million 0.17% of portfolio
3,490
Q3 2025 Added 5.28%
$1.29T
$330 Million 0.16% of portfolio
743
Q3 2025 New
$300B
$331 Million 0.16% of portfolio
957
Q3 2025 Added 2.03%
$21.1B
$308 Million 0.15% of portfolio
3,730
Q3 2025 Reduced 3.62%
$279B
$318 Million 0.15% of portfolio
3,087
Q3 2025 Reduced 3.68%
$413B
$289 Million 0.14% of portfolio
5,609
Q2 2025 Added 1.83%
$881B
$293 Million 0.14% of portfolio
929
Q3 2025 Added 0.32%
$141B
$264 Million 0.13% of portfolio
10,348
Q3 2025 Reduced 1.9%
$6.15B
$245 Million 0.12% of portfolio
4,300
Q1 2025 Reduced 28.93%
$3.91B
$242 Million 0.12% of portfolio
2,078
Q3 2025 Added 15.25%
$169B
$242 Million 0.12% of portfolio
263
Q3 2025 Added 10.5%
$414B
$247 Million 0.12% of portfolio
1,069
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $210 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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