Q2 2026 13F · SEC CIK 2083276

Midwestern Financial, LLC /IA

Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $142.8M
Reported positions: 54
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.3 yrs

Midwestern Financial, LLC /IA is an investment manager that reported 54 positions worth $142.8M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 10.8%), Ishares Tr (AGG, 7.4%), American Centy ETF Tr (FLV, 7.3%).

Midwestern Financial, LLC /IA holdings largest 50 of 54 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Midwestern Financial, LLC /IA 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	10.8%	10.2%	20,736	+3.9%	$15.5M
AGGIshares Tr	7.4%	7.7%	107,267	+8.8%	$10.6M
FLVAmerican Centy ETF Tr	7.3%	7.4%	128,393	+4.2%	$10.4M
ACWXIshares Tr	6.8%	6.5%	127,559	+5.7%	$9.7M
AVEMAmerican Centy ETF Tr	5.6%	5.3%	83,210	-0.7%	$8.0M
AVDEAvantis International Equity ETF	5.2%	5.3%	82,988	+4.4%	$7.4M
JPSTJ P Morgan Exchange Traded F	4.4%	4.4%	125,148	+14.3%	$6.3M
VTVVanguard Index Fds	3.5%	3.9%	22,887	-9.2%	$5.0M
SCHBSchwab Strategic Tr	3.2%	3.6%	159,235	-11.7%	$4.6M
SCHASchwab Strategic Tr	2.9%	2.4%	116,492	+11.7%	$4.2M
VTIVanguard Index Fds	2.7%	2.8%	10,341	-6.3%	$3.8M
VOVanguard Index Fds	2.6%	2.3%	46,442	+358.1%	$3.7M
IAGGIshares Tr	2.5%	2.7%	70,882	+5.1%	$3.6M
VTEBVanguard Mun Bd Fds	2.5%	2.2%	69,173	+25.7%	$3.5M
VTVanguard Intl Equity Index F	2.3%	2.3%	20,796	+0.3%	$3.3M
QQQInvesco Qqq Tr	2.3%	2.0%	4,390	+0.0%	$3.2M
VEAVanguard Ftse Developed Markets Index Fu	2.2%	2.3%	43,552	-4.1%	$3.1M
SHYDVaneck Short High Yield Muni ETF	2.0%	1.7%	124,317	+33.0%	$2.8M
VBRVanguard Index Fds	2.0%	2.0%	11,654	-2.6%	$2.8M
VGSHVanguard Scottsdale Fds	1.5%	1.7%	36,541	-2.3%	$2.1M
QUALIshares Tr	1.4%	1.5%	9,427	-2.0%	$2.1M
SUBIshares Tr	1.4%	1.5%	18,880	+4.2%	$2.0M
VIGVanguard Specialized Funds	1.3%	1.3%	7,857	+0.4%	$1.9M
METAMeta Platforms Inc	1.3%	1.5%	3,283	+0.1%	$1.8M
NVDANvidia Corporation	1.2%	1.2%	8,712	+0.1%	$1.7M
AAPLApple Inc	1.2%	1.2%	5,885	-0.9%	$1.7M
VTIPVanguard Malvern Fds	1.0%	1.0%	28,157	+12.5%	$1.4M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	2,826	+0.0%	$1.4M
XLISelect Sector Spdr Tr	0.8%	0.8%	6,477	+0.2%	$1.2M
VGTVanguard World Fd	0.8%	0.7%	9,861	+701.1%	$1.2M
TAXFAmerican Centy ETF Tr	0.8%	0.9%	23,160	-0.9%	$1.2M
VWOVanguard Intl Equity Index F	0.8%	0.8%	19,192	+0.1%	$1.1M
MUBIshares Tr	0.7%	0.8%	9,348	+0.8%	$1.0M
AMZNAmazon Com Inc	0.6%	0.5%	3,306	+0.0%	$788K
GOOGLAlphabet Inc	0.5%	0.5%	2,033	+0.0%	$727K
SBUXStarbucks Corp	0.5%	0.7%	6,906	-25.6%	$706K
MSFTMicrosoft Corp	0.4%	0.4%	1,517	+0.2%	$566K
VBVanguard Index Fds	0.4%	0.4%	1,836	+0.3%	$557K
BBHYJ P Morgan Exchange Traded F	0.4%	0.4%	11,015	+1.4%	$508K
WMTWalmart Inc	0.4%	0.4%	4,477	+0.4%	$507K
ROPRoper Technologies Inc	0.3%	0.4%	1,361	+0.3%	$460K
ACWIIshares Tr	0.3%	0.3%	2,792	-12.4%	$438K
TELTe Connectivity PLC	0.3%	0.4%	2,023	-7.8%	$408K
XLBSelect Sector Spdr Tr	0.3%	0.3%	7,933	+0.4%	$403K
BBCBJ P Morgan Exchange Traded F	0.3%	0.5%	8,688	-32.6%	$394K
JMSTJ P Morgan Exchange Traded F	0.3%	0.3%	7,464	+0.6%	$381K
LQDIshares Tr	0.3%	0.3%	3,449	-11.5%	$376K
JPMJpmorgan Chase & Co	0.2%	0.2%	960	+0.5%	$314K
SPMDSpdr Series Trust	0.2%	—	4,635	—	$313K
VTESVanguard Wellington Fd	0.2%	0.2%	3,006	+0.7%	$305K

What Midwestern Financial, LLC /IA bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.5% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$142.8M	54
Q1 2026	$127.1M	54
Q4 2025	$120.9M	52
Q3 2025	$116.5M	54
Q2 2025	$106.7M	54

Questions about Midwestern Financial, LLC /IA's portfolio

What stocks does Midwestern Financial, LLC /IA own?

Midwestern Financial, LLC /IA's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 54 positions worth $142.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 10.8%, Ishares Tr (AGG) at 7.4%, American Centy ETF Tr (FLV) at 7.3%, Ishares Tr (ACWX) at 6.8% and American Centy ETF Tr (AVEM) at 5.6%.

What did Midwestern Financial, LLC /IA buy last quarter?

In Q2 2026, Midwestern Financial, LLC /IA added Vanguard World Fd (VGT) (+701.1% shares), Vanguard Index Fds (VO) (+358.1% shares) and Vaneck Short High Yield Muni ETF (SHYD) (+33.0% shares), compared with its Q1 2026 filing.

What did Midwestern Financial, LLC /IA sell last quarter?

In Q2 2026, Midwestern Financial, LLC /IA cut from its top 50 Vanguard Bd Index Fds (BND), J P Morgan Exchange Traded F (BBCB) (-32.6% shares), Starbucks Corp (SBUX) (-25.6% shares) and Ishares Tr (ACWI) (-12.4% shares), compared with its Q1 2026 filing.

When is Midwestern Financial, LLC /IA's next 13F filing due?

13F filings are due 45 days after each quarter ends. Midwestern Financial, LLC /IA's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.