Midland Wealth Advisors LLC Portfolio Holdings

Midland Wealth Advisors LLC

  • $1.87 Trillion
  • Q3 2025

Midland Wealth Advisors LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.87 Trillion distributed in 168 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 $314B, Ishares Tr with a value of $253B, Ishares Tr with a value of $178B, Janus Detroit Str Tr Janus Hen with a value of $171B, and Vanguard Extended Duration Tre with a value of $92.2B.

Examining the 13F form we can see an increase of $59.5B in the current position value, from $1.81T to 1.87T.

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 $1.87 Trillion
Technology: $49.6 Billion
Financial Services: $21 Billion
Industrials: $15.2 Billion
Healthcare: $15 Billion
Consumer Defensive: $11.7 Billion
Communication Services: $10.8 Billion
Consumer Cyclical: $10.1 Billion
Basic Materials: $8.16 Billion
Other: $19.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$536 Million 0.03% of portfolio
4,990
Q3 2025 New
$0
$610 Million 0.03% of portfolio
7,008
Q3 2025 Reduced 8.79%
$0
$563 Million 0.03% of portfolio
1,487
Q1 2025 Reduced 4.98%
$118B
$531 Million 0.03% of portfolio
2,161
Q3 2025 Reduced 15.98%
$94.5B
$609 Million 0.03% of portfolio
1,787
Q3 2025 Reduced 22.51%
$65.7B
$562 Million 0.03% of portfolio
7,033
Q3 2025 Reduced 1.12%
$21B
$510 Million 0.03% of portfolio
1,000
Q3 2024 New
$0
$588 Million 0.03% of portfolio
10,234
Q3 2025 Reduced 2.37%
$45.6B
$511 Million 0.03% of portfolio
11,358
Q1 2025 Reduced 25.73%
$235B
$500 Million 0.03% of portfolio
5,955
Q3 2025 Reduced 17.81%
$0
$505 Million 0.03% of portfolio
847
Q3 2025 Reduced 3.86%
$0
$619 Million 0.03% of portfolio
13,843
Q3 2025 Reduced 0.99%
$0
$555 Million 0.03% of portfolio
2,294
Q3 2025 Reduced 21.01%
$98.6B
$576 Million 0.03% of portfolio
6,073
Q3 2025 Reduced 10.0%
$183B
$572 Million 0.03% of portfolio
2,026
Q3 2025 Reduced 23.23%
$62.7B
$573 Million 0.03% of portfolio
6,956
Q3 2025 Reduced 7.77%
$123B
$365 Million 0.02% of portfolio
731
Q3 2025 Reduced 2.79%
$91.4B
$328 Million 0.02% of portfolio
2,116
Q2 2025 Reduced 2.22%
$103B
$427 Million 0.02% of portfolio
5,665
Q3 2025 Reduced 12.03%
$0
$285 Million 0.02% of portfolio
2,366
Q3 2025 New
$0
$331 Million 0.02% of portfolio
1,536
Q3 2025 Added 32.87%
$151B
$396 Million 0.02% of portfolio
1,122
Q3 2025 Reduced 11.02%
$73.4B
$326 Million 0.02% of portfolio
9,168
Q4 2024 Reduced 5.17%
$4.69B
$372 Million 0.02% of portfolio
7,648
Q3 2024 New
$141B
$463 Million 0.02% of portfolio
18,164
Q3 2025 Reduced 20.34%
$0
$389 Million 0.02% of portfolio
3,089
Q3 2025 Reduced 22.25%
$59.5B
$412 Million 0.02% of portfolio
9,010
Q3 2025 Reduced 24.76%
$68.7B
$435 Million 0.02% of portfolio
5,206
Q3 2025 Reduced 10.93%
$128B
$290 Million 0.02% of portfolio
3,040
Q3 2025 Reduced 27.1%
$41.4B
$374 Million 0.02% of portfolio
4,165
Q3 2025 Reduced 38.36%
$69.4B
$314 Million 0.02% of portfolio
3,823
Q2 2025 New
$237B
$467 Million 0.02% of portfolio
1,970
Q3 2025 Reduced 27.12%
$172B
$386 Million 0.02% of portfolio
8,780
Q3 2025 Reduced 26.97%
$85.9B
$294 Million 0.02% of portfolio
1,332
Q3 2025 Reduced 3.48%
$49.1B
$345 Million 0.02% of portfolio
288
Q3 2025 Added 0.7%
$168B
$298 Million 0.02% of portfolio
3,951
Q3 2025 Reduced 17.41%
$0
$324 Million 0.02% of portfolio
5,560
Q3 2025 Added 0.47%
$136B
$299 Million 0.02% of portfolio
1,265
Q3 2025 Reduced 27.88%
$0
$440 Million 0.02% of portfolio
918
Q3 2025 Reduced 3.57%
Ge Vernova Inc
-
$462 Million 0.02% of portfolio
-
Q3 2025 Added 1.21%
$0
$318 Million 0.02% of portfolio
1,325
Q4 2023 New
$0
$454 Million 0.02% of portfolio
16,635
Q3 2025 Added 13.07%
$0
$429 Million 0.02% of portfolio
3,015
Q4 2024 Reduced 14.22%
$268B
$301 Million 0.02% of portfolio
1,800
Q3 2025 Reduced 6.01%
$64.7B
$301 Million 0.02% of portfolio
2,685
Q3 2025 Reduced 18.12%
$23.2B
$391 Million 0.02% of portfolio
7,963
Q3 2025 Added 12.92%
Linde PLC
-
$380 Million 0.02% of portfolio
-
Q3 2025 Reduced 1.23%
$96.4B
$333 Million 0.02% of portfolio
2,692
Q3 2025 Reduced 11.18%
$99.5B
$378 Million 0.02% of portfolio
8,381
Q3 2025 Reduced 23.48%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $1.87 Trillion
  • Prior Value $1.81 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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