Midwestern Financial, LLC /Ia Portfolio Holdings

Midwestern Financial, LLC /Ia

  • $116 Billion
  • Q3 2025

Midwestern Financial, LLC /Ia has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $116 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $10.2B, American Centy ETF Tr Focused with a value of $8.15B, Ishares Core U.S. Aggregate Bo with a value of $8.04B, Ishares Msci Acwi Ex Us ETF with a value of $6.05B, and Vanguard Value ETF with a value of $5.95B.

Examining the 13F form we can see an increase of $9.83B in the current position value, from $107B to 116B.

Midwestern Financial, LLC /Ia is based out at Iowa City, IA

Below you can find more details about Midwestern Financial, LLC /Ia portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $104 Billion
Technology: $3.25 Billion
Communication Services: $2.69 Billion
Consumer Cyclical: $1.87 Billion
Financial Services: $1.43 Billion
Industrials: $1.17 Billion
Consumer Defensive: $650 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $116 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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