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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.3 Billion 6.8% of portfolio
522,636
Q3 2025 Added 1.3%
$0
$13.7 Billion 6.53% of portfolio
113,544
Q3 2025 Added 2.18%
$0
$11 Billion 5.24% of portfolio
110,433
Q3 2025 Added 4.84%
$0
$10.5 Billion 5.02% of portfolio
17,531
Q3 2025 Added 1.19%
$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%
$0
$6.2 Billion 2.95% of portfolio
55,588
Q3 2025 Added 0.71%
$0
$6.03 Billion 2.87% of portfolio
256,910
Q3 2025 Added 2.45%
$0
$5.64 Billion 2.69% of portfolio
56,884
Q3 2025 Reduced 0.43%
$0
$5.12 Billion 2.44% of portfolio
8,582
Q3 2025 Added 0.43%
$0
$4.9 Billion 2.34% of portfolio
28,061
Q3 2025 Added 0.58%
$3.78T
$4.86 Billion 2.32% of portfolio
9,384
Q3 2025 Reduced 0.24%
$0
$4.7 Billion 2.24% of portfolio
64,997
Q3 2025 Added 3.07%
$0
$4.43 Billion 2.11% of portfolio
37,276
Q3 2025 Added 1.07%
$0
$4.21 Billion 2.01% of portfolio
44,629
Q3 2025 Added 28.1%
$0
$4.16 Billion 1.98% of portfolio
15,353
Q3 2025 Added 1.9%
$662B
$3.48 Billion 1.66% of portfolio
6,923
Q3 2025 Added 6.9%
$0
$3.16 Billion 1.5% of portfolio
98,902
Q3 2025 Added 31.77%
-
$2.85 Billion 1.36% of portfolio
-
Q3 2025 Added 1.44%
$0
$2.82 Billion 1.35% of portfolio
31,603
Q3 2025 Added 0.49%
$0
$2.8 Billion 1.33% of portfolio
73,311
Q3 2025 Added 1.18%
$0
$2.74 Billion 1.31% of portfolio
30,647
Q3 2025 Reduced 0.25%
$0
$2.49 Billion 1.19% of portfolio
71,521
Q3 2025 Added 0.71%
$0
$2.48 Billion 1.18% of portfolio
91,427
Q3 2025 Reduced 0.13%
$31.5B
$2.46 Billion 1.17% of portfolio
33,725
Q3 2025 Added 0.66%
$0
$2.29 Billion 1.09% of portfolio
26,224
Q3 2025 Added 1.56%
$0
$2.29 Billion 1.09% of portfolio
10,950
Q3 2025 Added 3.26%
$0
$2.03 Billion 0.97% of portfolio
54,331
Q3 2025 Added 57.43%
$0
$1.99 Billion 0.95% of portfolio
73,005
Q3 2025 Added 1.82%
$0
$1.98 Billion 0.94% of portfolio
91,003
Q3 2025 Added 0.62%
$1.65T
$1.96 Billion 0.93% of portfolio
8,058
Q3 2025 Added 0.31%
$0
$1.93 Billion 0.92% of portfolio
38,707
Q3 2025 Added 1.47%
$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%
$0
$1.66 Billion 0.79% of portfolio
2,488
Q3 2025 Reduced 4.05%
$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%
$0
$1.55 Billion 0.74% of portfolio
14,575
Q3 2025 Added 2.02%
$0
$1.34 Billion 0.64% of portfolio
18,244
Q2 2025 Reduced 1.53%
$404B
$1.29 Billion 0.62% of portfolio
1,397
Q3 2025 Added 8.29%
$0
$1.27 Billion 0.61% of portfolio
9,136
Q3 2025 Added 3.23%
$0
$1.2 Billion 0.57% of portfolio
46,768
Q3 2025 Added 0.29%
$258B
$1.15 Billion 0.55% of portfolio
6,852
Q3 2025 Added 0.23%
$0
$1.15 Billion 0.55% of portfolio
14,729
Q3 2025 Reduced 2.03%
$0
$1.11 Billion 0.53% of portfolio
3,387
Q3 2025 Added 0.44%
$465B
$1.06 Billion 0.51% of portfolio
5,680
Q3 2025 Added 4.51%
$0
$1.01 Billion 0.48% of portfolio
19,257
Q3 2025 Reduced 1.86%
$0
$975 Million 0.46% of portfolio
5,227
Q3 2025 Added 0.67%
$0
$955 Million 0.46% of portfolio
2,925
Q3 2025 Added 0.34%

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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