Mid-American Wealth Advisory Group, Inc.
•CIK: 1911264•Filing: Q4 2025
**Mid-American Wealth Advisory Group, Inc.** manages $237M across a diversified portfolio of 55 positions. The fund exhibits notable concentration in fixed income and defensive assets, highlighted by the top holdings in HYS ($31.4M) and TUA ($25.0M). Further significant allocations include IBHF ($21.7M) and SIXO ($21.1M), suggesting a tactical focus on yield and capital preservation. This structure indicates a disciplined, income-oriented approach to wealth management.
Total AUM
$236.7M
QoQ Performance
+5.7%
Positions
32
Top 10 Concentration
66.0%
Latest Filing
Q4 2025
Top Holdings Allocation
HYS
TUA
IBHF
SIXO
BILZ
HYS13.3%
TUA10.5%
IBHF9.2%
SIXO8.9%
BILZ5.5%
SBAR4.3%
LTPZ4.2%
OCTW3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.5%
Technology3.0%
Healthcare1.8%
Financial1.5%
Consumer Staples1.3%
Consumer0.5%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW10 new positions
↑35 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023