Midwest Financial Group LLC
•CIK: 1967193•Filing: Q4 2025
**Midwest Financial Group LLC** manages $226M across a diversified portfolio of 123 positions. The fund exhibits notable concentration in broad market and sector-specific ETFs, with top holdings including IVW at $14.0M and AVUV at $11.5M. Further significant allocations are directed toward NDQ ($11.4M), SCHD ($10.7M), and AMD ($9.1M). This structure suggests a tactical approach balancing core market exposure with targeted growth and value plays.
Total AUM
$226.4M
QoQ Performance
+7.9%
Positions
83
Top 10 Concentration
40.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVW
AVUV
NDQ
IVW6.2%
AVUV5.1%
NDQ5.0%
SCHD4.7%
AMD4.0%
AAPL3.7%
SCHZ3.1%
PVAL3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.9%
Technology12.8%
Financial3.4%
Consumer2.4%
Industrial1.6%
ETF1.4%
Energy0.9%
Healthcare0.4%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW8 new positions
↑60 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023