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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16 Billion 0.86% of portfolio
62,869
Q3 2025 Reduced 2.4%
$3.78T
$14.2 Billion 0.76% of portfolio
27,469
Q3 2025 Reduced 2.63%
-
$9.67 Billion 0.52% of portfolio
-
Q3 2025 Added 21.81%
$86.1B
$8.16 Billion 0.44% of portfolio
23,576
Q3 2025 Reduced 0.52%
$881B
$6.87 Billion 0.37% of portfolio
21,783
Q3 2025 Reduced 5.99%
$662B
$5.74 Billion 0.31% of portfolio
11,426
Q3 2025 Reduced 1.52%
$490B
$5.04 Billion 0.27% of portfolio
44,675
Q3 2025 Added 95.01%
$15.7B
$4.5 Billion 0.24% of portfolio
17,818
Q3 2025 Reduced 8.56%
$593B
$4.45 Billion 0.24% of portfolio
15,835
Q3 2025 Reduced 12.31%
$1.65T
$4.05 Billion 0.22% of portfolio
16,680
Q3 2025 Reduced 13.53%
$465B
$3.64 Billion 0.19% of portfolio
19,534
Q3 2025 Reduced 5.0%
$414B
$3.52 Billion 0.19% of portfolio
15,196
Q3 2025 Added 7.11%
$279B
$3.28 Billion 0.18% of portfolio
31,863
Q3 2025 Reduced 7.74%
$224B
$3.07 Billion 0.16% of portfolio
10,097
Q3 2025 Reduced 7.96%
$522B
$2.31 Billion 0.12% of portfolio
12,479
Q3 2025 Reduced 10.36%
$346B
$2.16 Billion 0.12% of portfolio
14,041
Q3 2025 Reduced 12.28%
$303B
$2.07 Billion 0.11% of portfolio
13,320
Q3 2025 Reduced 6.51%
$228B
$2.06 Billion 0.11% of portfolio
15,401
Q3 2025 Reduced 1.62%
$1.74T
$1.99 Billion 0.11% of portfolio
8,158
Q3 2025 Added 0.72%
$1.37T
$2.11 Billion 0.11% of portfolio
2,867
Q3 2025 Reduced 13.51%
$404B
$1.96 Billion 0.1% of portfolio
2,116
Q3 2025 Reduced 9.8%
$139B
$1.86 Billion 0.1% of portfolio
5,644
Q3 2025 Reduced 25.72%
$266B
$1.96 Billion 0.1% of portfolio
6,939
Q3 2025 Added 8.0%
$170B
$1.68 Billion 0.09% of portfolio
11,654
Q3 2025 Reduced 15.48%
$971B
$1.68 Billion 0.09% of portfolio
2,208
Q3 2025 Reduced 22.58%
$291B
$1.75 Billion 0.09% of portfolio
3,672
Q3 2025 Reduced 5.97%
$258B
$1.72 Billion 0.09% of portfolio
10,257
Q3 2025 Reduced 10.81%
$204B
$1.64 Billion 0.09% of portfolio
11,651
Q3 2025 Reduced 15.74%
$319B
$1.55 Billion 0.08% of portfolio
22,706
Q3 2025 Reduced 8.73%
$35B
$1.54 Billion 0.08% of portfolio
13,434
Q3 2025 New
$21.1B
$1.3 Billion 0.07% of portfolio
15,674
Q2 2025 Added 0.64%
$111B
$1.04 Billion 0.06% of portfolio
3,171
Q3 2025 Reduced 3.79%
$140B
$1.2 Billion 0.06% of portfolio
4,762
Q3 2025 Reduced 12.38%
$255B
$1.18 Billion 0.06% of portfolio
3,552
Q3 2025 Reduced 7.48%
$388B
$1.12 Billion 0.06% of portfolio
6,932
Q3 2025 Reduced 19.69%
$132B
$1.06 Billion 0.06% of portfolio
5,017
Q3 2025 Reduced 13.66%
$27B
$1.07 Billion 0.06% of portfolio
8,121
Q1 2024 Reduced 0.06%
$136B
$894 Million 0.05% of portfolio
2,098
Q3 2025 Reduced 10.72%
$193B
$996 Million 0.05% of portfolio
8,699
Q3 2025 Reduced 11.38%
$3.85B
$935 Million 0.05% of portfolio
14,083
Q3 2025 New
$61.4B
$1.01 Billion 0.05% of portfolio
4,958
Q3 2025 Reduced 18.14%
$413B
$1.02 Billion 0.05% of portfolio
19,773
Q3 2025 Reduced 15.92%
$328B
$887 Million 0.05% of portfolio
2,949
Q2 2025 Reduced 0.84%
$533B
$987 Million 0.05% of portfolio
2,892
Q3 2025 Reduced 0.34%
$84.9B
$875 Million 0.05% of portfolio
5,196
Q3 2025 Reduced 13.5%
$1.29T
$866 Million 0.05% of portfolio
1,948
Q3 2025 Added 0.46%
$181B
$681 Million 0.04% of portfolio
24,101
Q3 2025 Reduced 4.55%
$300B
$708 Million 0.04% of portfolio
2,049
Q3 2025 Added 12.71%
$177B
$746 Million 0.04% of portfolio
4,063
Q3 2025 Reduced 4.22%

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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