Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.92 Trillion
  • Q4 2025

Midland Wealth Advisors LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.92 Trillion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $344B, Ishares Tr with a value of $263B, Ishares Tr with a value of $187B, Janus Detroit Str Tr Janus Hen with a value of $172B, and Vanguard Extended Duration Tre with a value of $91.8B.

Examining the 13F form we can see an increase of $52.5B in the current position value, from $1.87T to 1.92T.

Midland Wealth Advisors LLC is based out at Rockford, IL

Below you can find more details about Midland Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.92 Trillion
Technology: $44.3 Billion
Basic Materials: $24.9 Billion
Industrials: $14.4 Billion
Financial Services: $14.2 Billion
Healthcare: $14.1 Billion
Consumer Cyclical: $10.8 Billion
Communication Services: $9.84 Billion
Consumer Defensive: $9.51 Billion
Other: $17.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$344 Billion 17.9% of portfolio
502,104
Q4 2025 Added 7.06%
$0
$263 Billion 13.7% of portfolio
2,764,705
Q4 2025 Added 4.15%
$0
$187 Billion 9.75% of portfolio
2,094,791
Q4 2025 Added 2.51%
$0
$172 Billion 8.98% of portfolio
3,410,388
Q4 2025 Added 1.36%
$0
$91.8 Billion 4.78% of portfolio
1,411,912
Q4 2025 Added 4.77%
$0
$90.4 Billion 4.7% of portfolio
1,430,636
Q4 2025 Reduced 0.37%
$0
$77.7 Billion 4.04% of portfolio
630,178
Q4 2025 Reduced 7.36%
$0
$68.7 Billion 3.57% of portfolio
1,149,359
Q4 2025 Added 13.88%
$0
$68.4 Billion 3.56% of portfolio
358,385
Q4 2025 Reduced 6.25%
$0
$62.4 Billion 3.25% of portfolio
927,837
Q4 2025 Added 2.21%
American Beacon Select Funds
-
$57 Billion 2.97% of portfolio
-
Q4 2025 Added 13.11%
$0
$46.6 Billion 2.42% of portfolio
705,559
Q4 2025 Added 19.4%
$0
$46 Billion 2.39% of portfolio
980,587
Q4 2025 Added 1.33%
$0
$43.4 Billion 2.26% of portfolio
447,554
Q4 2025 Reduced 8.58%
$0
$40.5 Billion 2.11% of portfolio
307,707
Q4 2025 Reduced 8.35%
$0
$20.5 Billion 1.06% of portfolio
341,438
Q4 2025 Reduced 35.1%
$4.3T
$15.1 Billion 0.79% of portfolio
55,576
Q4 2025 Reduced 11.6%
$3.78T
$12.5 Billion 0.65% of portfolio
25,840
Q4 2025 Reduced 5.93%
-
$10.4 Billion 0.54% of portfolio
-
Q4 2025 Added 7.28%
Listed Fds Tr
-
$9.18 Billion 0.48% of portfolio
-
Q4 2025 Reduced 1.24%
$0
$8.32 Billion 0.43% of portfolio
13,263
Q4 2025 Reduced 3.23%
$86.1B
$7.1 Billion 0.37% of portfolio
21,924
Q4 2025 Reduced 7.01%
$0
$6.84 Billion 0.36% of portfolio
52,963
Q4 2025 Reduced 0.4%
$0
$6.81 Billion 0.35% of portfolio
20,309
Q4 2025 Reduced 0.37%
$881B
$6.52 Billion 0.34% of portfolio
20,221
Q4 2025 Reduced 7.17%
$15.7B
$4.83 Billion 0.25% of portfolio
15,970
Q4 2025 Reduced 10.37%
$0
$4.75 Billion 0.25% of portfolio
93,965
Q4 2025 Added 12.84%
$490B
$4.73 Billion 0.25% of portfolio
39,299
Q4 2025 Reduced 12.03%
$0
$4.4 Billion 0.23% of portfolio
6,451
Q4 2025 Reduced 2.86%
$1.65T
$4.21 Billion 0.22% of portfolio
13,445
Q4 2025 Reduced 19.39%
$279B
$3.26 Billion 0.17% of portfolio
29,229
Q4 2025 Reduced 8.27%
$465B
$3.32 Billion 0.17% of portfolio
17,811
Q4 2025 Reduced 8.82%
$414B
$3.06 Billion 0.16% of portfolio
13,404
Q4 2025 Reduced 11.79%
$224B
$2.8 Billion 0.15% of portfolio
9,176
Q4 2025 Reduced 9.12%
$593B
$2.81 Billion 0.15% of portfolio
14,400
Q4 2025 Reduced 9.06%
$522B
$2.24 Billion 0.12% of portfolio
10,808
Q4 2025 Reduced 13.39%
$0
$2.17 Billion 0.11% of portfolio
9,405
Q4 2025 Added 1.5%
$1.74T
$2.03 Billion 0.11% of portfolio
6,485
Q4 2025 Reduced 20.51%
$2.39T
$2.13 Billion 0.11% of portfolio
9,209
Q4 2025 New
$266B
$2.08 Billion 0.11% of portfolio
7,025
Q4 2025 Added 1.24%
$0
$2.06 Billion 0.11% of portfolio
4,352
Q4 2025 Reduced 8.22%
$303B
$1.88 Billion 0.1% of portfolio
12,358
Q4 2025 Reduced 7.22%
$291B
$1.85 Billion 0.1% of portfolio
3,222
Q4 2025 Reduced 12.25%
$0
$1.83 Billion 0.1% of portfolio
2,974
Q4 2025 Reduced 2.04%
$0
$1.96 Billion 0.1% of portfolio
20,429
Q4 2025 Reduced 2.88%
$971B
$1.89 Billion 0.1% of portfolio
1,759
Q4 2025 Reduced 20.34%
$0
$1.98 Billion 0.1% of portfolio
38,322
Q4 2025 Reduced 2.85%
$1.37T
$1.72 Billion 0.09% of portfolio
2,609
Q4 2025 Reduced 9.0%
$662B
$1.69 Billion 0.09% of portfolio
3,358
Q4 2025 Reduced 70.61%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $1.92 Trillion
  • Prior Value $1.87 Trillion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
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