Midwest Financial Group LLC Portfolio Holdings

Midwest Financial Group LLC

  • $226 Billion
  • Q4 2025

Midwest Financial Group LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $14B, American Centy ETF Tr Avantis with a value of $11.5B, Invesco Qqq Trust, Series 1 with a value of $11.4B, Schwab Strategic Tr Us Dividen with a value of $10.7B, and Advanced Micro Devices Inc with a value of $9.06B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $210B to 226B.

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 $226 Billion
ETFs: $144 Billion
Technology: $33.1 Billion
Financial Services: $11.1 Billion
Energy: $5.59 Billion
Industrials: $4.79 Billion
Consumer Cyclical: $4.02 Billion
Consumer Defensive: $3.46 Billion
Communication Services: $2.81 Billion
Other: $1.49 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.81B
$568 Million 0.25% of portfolio
7,725
Q3 2025 Added 8.42%
$4.39B
$486 Million 0.21% of portfolio
6,288
Q4 2025 Reduced 0.47%
$3.91B
$319 Million 0.14% of portfolio
2,153
Q4 2025 Added 3.61%
$6.15B
$215 Million 0.1% of portfolio
4,300
Q1 2025 Reduced 28.93%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $226 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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