MIDLAND WEALTH ADVISORS, LLC
•CIK: 1990058•Filing: Q4 2025
**MIDLAND WEALTH ADVISORS LLC** manages $1.9B across a diversified portfolio of 164 positions. The fund exhibits significant exposure to core U.S. equity indices, notably holding IVV at $343.9M and MBB at $263.3M. Further allocations include substantial positions in international and sector-specific ETFs, such as IEFA ($187.4M) and JAAA ($172.5M). This structure suggests a disciplined, large-cap growth orientation within established market benchmarks.
Total AUM
$1.9B
QoQ Performance
+2.8%
Positions
124
Top 10 Concentration
74.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
MBB
IEFA
JAAA
IVV17.9%
MBB13.7%
IEFA9.8%
JAAA9.0%
EDV4.8%
JQUA4.7%
IVW4.0%
KOMP3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.6%
ETF18.6%
Technology2.6%
Materials1.3%
Financial0.7%
Consumer0.7%
Healthcare0.7%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW8 new positions
↑21 increased
↓113 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023