Mid-American Wealth Advisory Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Mid-American Wealth Advisory Group, Inc. reported 340 stock positions worth $210.2 million. Its top holding was PIMCO 0-5 Year H/Y Corp. Bond (HYS) at 14.3% of the portfolio, followed by Sim St Treas Fut Strat ETF (TUA, 10.9%) and iShares Ibonds 2025 H/Y (IBHE, 6.6%). Compared with Q1 2025, it opened 294 new positions, sold out of 2, added to 26 and reduced 20. The biggest buy was PIMCO 25+ YR Zero CPN US Tif (ZROZ, shares +161%) and the biggest sale iShares Ibonds 2025 H/Y (IBHE, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001911264
- Portfolio Value
- $210.2M (Q2 2025)
- SEC Filing
- 0001911264-25-000004 ↗ filed Jul 30, 2025
Holdings Value
Holdings 340 stocks · $210.2M
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 14.26% | 315,569 | $30.0M | Add +1.4% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 10.95% | 1,044,522 | $23.0M | Add +6.7% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 6.62% | 598,316 | $13.9M | Reduce -19.6% |
| IBHF iShares Ibond 2026 HY & Inc. | 6.61% | 598,347 | $13.9M | Add +36.5% |
| BILZ PIMCO Ultra SHRT Govt Active | 5.12% | 106,347 | $10.8M | Add +41.1% |
| LTPZ PIMCO 15+ YR US Tips Indx | 4.63% | 185,581 | $9.7M | Add +60.2% |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | 3.97% | 258,809 | $8.3M | Reduce -8.1% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 3.95% | 123,950 | $8.3M | Add +160.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.42% | 78,321 | $7.2M | Add +2.2% |
| SIXZ Allian US Equ 6 Mon BU10-Usd | 3.36% | 248,926 | $7.1M | Reduce -8.7% |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | 3.30% | 229,107 | $6.9M | Add +8.6% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 2.57% | 146,222 | $5.4M | Add +10.3% |
| LISTED FDS TR | 2.16% | 104,634 | $4.5M | Reduce -3.2% |
| QBER Trueshares Quartly B HDG ETF | 2.12% | 180,252 | $4.4M | Add +8.1% |
| VIG Vanguard Dividend Apprec ETF | 2.02% | 20,783 | $4.3M | Reduce -3.0% |
| CDX Simplify High Yield ETF | 1.96% | 176,740 | $4.1M | Add +36.1% |
| LONZ PIMCO Senior Loan Active ETF | 1.95% | 80,266 | $4.1M | Add +38.2% |
| CSCO Cisco Systems Inc. | 1.91% | 57,905 | $4.0M | Reduce -11.3% |
| CRDT Simplify Opportunistic Inc. | 1.83% | 161,034 | $3.8M | Add +242.2% |
| VZ Verizon Communications Inc. | 1.76% | 85,375 | $3.7M | Reduce -8.1% |
| TYA Simplify Intermediate Term | 1.75% | 272,426 | $3.7M | Add +7.2% |
| BMY Bristol-Myers Squibb Co. | 1.62% | 73,477 | $3.4M | Add +9.9% |
| QBUL Trueshare QRT Bull Hdge ETF | 1.24% | 102,271 | $2.6M | Add +14.0% |
| LISTED FDS TR | 0.98% | 63,033 | $2.1M | Reduce -5.5% |
| MO Altria Group Inc. | 0.83% | 29,585 | $1.7M | Reduce -15.3% |
| KO The Coca-Cola Co. | 0.80% | 23,653 | $1.7M | Reduce -19.3% |
| NVDA Nvidia Corp. | 0.46% | 6,151 | $972K | Add +40.6% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.46% | 29,109 | $964K | Add +40.4% |
| AAPL Apple Inc. | 0.46% | 4,697 | $964K | Reduce -62.5% |
| MSFT Microsoft Corp. | 0.43% | 1,802 | $896K | Add +26.5% |
| AMZN Amazon.com Inc. | 0.42% | 4,052 | $889K | Add +34.5% |
| TSLA Tesla Inc. | 0.30% | 2,000 | $635K | Add +52.2% |
| LRNZ Trueshrs Tech AI Deep LR ETF | 0.30% | 14,096 | $630K | New |
| GLD SPDR Gold Shares | 0.27% | 1,866 | $569K | Reduce -0.3% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.27% | 6,307 | $569K | Add +73.5% |
| GOOG Alphabet Inc. Class C | 0.26% | 3,134 | $556K | Add +77.4% |
| MFUS PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.24% | 9,610 | $514K | Add +73.0% |
| PSA Public Storage | 0.22% | 1,549 | $455K | Add +73.3% |
| FLR Fluor Corp. | 0.21% | 8,542 | $438K | New |
| INSM Insmed Inc. | 0.19% | 3,928 | $395K | New |
| IVV iShares Core S&P 500 ETF | 0.17% | 577 | $358K | Reduce -25.7% |
| FTAI Ftai Aviation Ltd. | 0.17% | 3,021 | $348K | New |
| WMT Walmart Inc. | 0.15% | 3,295 | $322K | Reduce -29.7% |
| MAXI Simplify Bitcoin STRT ETF-Ui | 0.15% | 10,303 | $310K | New |
| NVBT All US Equ BUF10 Nov ETF-Usd | 0.15% | 9,004 | $309K | Add +3.4% |
| IAU iShares Gold Trust | 0.13% | 4,497 | $280K | Reduce -27.0% |
| PCVX Vaxcyte Inc. | 0.13% | 8,311 | $270K | New |
| LNTH Lantheus Holdings Inc. | 0.12% | 3,009 | $246K | New |
| GOOGL Alphabet Inc. Class A | 0.11% | 1,256 | $221K | New |
| LISTED FDS TR | 0.10% | 5,666 | $202K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 344 | $167K | Reduce -27.9% |
| XOM Exxon Mobil Corp. | 0.08% | 1,547 | $167K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 2,280 | $166K | New |
| META Meta Platforms Inc. Class A | 0.08% | 222 | $164K | New |
| ORCL Oracle Corp. | 0.07% | 696 | $152K | New |
| COST Costco Wholesale Corp. | 0.07% | 149 | $148K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 464 | $141K | New |
| SCHD Schwab US DVD Equity ETF | 0.06% | 4,480 | $119K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 209 | $115K | New |
| JPM JPMorgan Chase & Co. | 0.05% | 393 | $114K | New |
| XLK SS Technology Select Sector | 0.05% | 396 | $100K | New |
| VYM Vanguard High DVD Yield ETF | 0.04% | 693 | $92K | New |
| BND Vanguard Total Bond Market | 0.04% | 1,145 | $84K | New |
| QQQM Invesco Nasdaq 100 ETF | 0.04% | 349 | $79K | Reduce -76.4% |
| CVX Chevron Corp. | 0.03% | 468 | $67K | New |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 1,025 | $63K | New |
| V Visa Inc. Class A | 0.03% | 173 | $61K | New |
| FPE FT-Preferred Secur & Inc. ETF | 0.03% | 3,266 | $58K | New |
| SIXJ Allian US Equ 6 Mon BU10-Usd | 0.03% | 1,784 | $57K | New |
| STXF Strive 500 ETF | 0.03% | 1,398 | $56K | New |
| XLY SS Consumer Disc Select Sect | 0.03% | 255 | $55K | New |
| OXY Occidental Petroleum Corp. | 0.03% | 1,307 | $55K | New |
| ULTA Ulta Beauty Inc. | 0.02% | 112 | $52K | New |
| VEA Vanguard Ftse Developed ETF | 0.02% | 917 | $52K | New |
| VONG Vanguard Russell 1000 Growth | 0.02% | 442 | $48K | New |
| SIRI Sirius XM Holdings Inc. | 0.02% | 2,073 | $48K | New |
| RTX RTX Corp. | 0.02% | 322 | $47K | New |
| CBSH Commerce Bancshares Inc. | 0.02% | 742 | $46K | New |
| KR Kroger Co. | 0.02% | 641 | $46K | New |
| NFLX Netflix Inc. | 0.02% | 33 | $44K | New |
| LEN Lennar Corp. Class A | 0.02% | 388 | $43K | New |
| SCHM Schwab US Mid Cap ETF | 0.02% | 1,500 | $42K | New |
| TXN Texas Instruments Inc. | 0.02% | 194 | $40K | New |
| KHC The Kraft Heinz Co. | 0.02% | 1,497 | $39K | New |
| MA Mastercard Inc. Class A | 0.02% | 67 | $38K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 1,527 | $37K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 534 | $37K | New |
| MCD McDonald's Corp. | 0.02% | 122 | $36K | New |
| DVA Davita Inc. | 0.02% | 250 | $36K | New |
| AUGW Alianzim US Eq BFR20 Aug-Usd | 0.02% | 1,125 | $35K | New |
| LPX Louisiana-Pacific Corp. | 0.02% | 400 | $34K | New |
| POOL Pool Corp. | 0.02% | 118 | $34K | New |
| PG The Procter & Gamble Co. | 0.02% | 212 | $34K | New |
| BLK BlackRock Inc. | 0.02% | 32 | $34K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 147 | $33K | New |
| SCHX Schwab US Large-Cap ETF | 0.02% | 1,344 | $33K | New |
| SCHW Schwab (charles) Corp. | 0.02% | 348 | $32K | New |
| GLDM SPDR Gold Minishares Trust | 0.01% | 476 | $31K | New |
| DPZ Domino's Pizza Inc. | 0.01% | 69 | $31K | New |
| VCRB Vanguard Core Bond ETF | 0.01% | 394 | $31K | New |
Lines left out (1) · $2 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| TAIL Cambria Tail Risk ETF | TAIL RISK | 0 | $2 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $210.2M.
Portfolio Sells Q1 2025 → Q2 2025
| IBHE iShares Ibonds 2025 H/Y Inc. | Reduce -19.6% | 6.62% | −2.66 |
| HIGH Simplify Enhanced Income ETF | Reduce -99.1% | 0.01% | −1.55 |
| AAPL Apple Inc. | Reduce -62.5% | 0.46% | −1.03 |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | Reduce -8.1% | 3.97% | −0.66 |
| SIXZ Allian US Equ 6 Mon BU10-Usd | Reduce -8.7% | 3.36% | −0.60 |
| VZ Verizon Communications Inc. | Reduce -8.1% | 1.76% | −0.50 |
| KO The Coca-Cola Co. | Reduce -19.3% | 0.80% | −0.33 |
| CTA Simplify Managed Futures St | Reduce -99.7% | 0.00% | −0.33 |
| MO Altria Group Inc. | Reduce -15.3% | 0.83% | −0.30 |
| CSCO Cisco Systems Inc. | Reduce -11.3% | 1.91% | −0.25 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.0% | 2.02% | −0.21 |
| HON Honeywell International Inc. | Reduce -98.8% | 0.00% | −0.17 |
| LISTED FD TR | Sold out | 0.00% | −0.16 |
| LISTED FDS TR | Reduce -3.2% | 2.16% | −0.16 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.13 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -76.4% | 0.04% | −0.12 |
| LISTED FDS TR | Reduce -5.5% | 0.98% | −0.10 |
| WMT Walmart Inc. | Reduce -29.7% | 0.15% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -25.7% | 0.17% | −0.06 |
| IAU iShares Gold Trust | Reduce -27.0% | 0.13% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -27.9% | 0.08% | −0.06 |
| GLD SPDR Gold Shares | Reduce -0.3% | 0.27% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +160.9% | 3.95% | +2.13 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +60.2% | 4.63% | +1.22 |
| CRDT Simplify Opportunistic Inc. | Add +242.2% | 1.83% | +1.19 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +36.5% | 6.61% | +1.15 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +41.1% | 5.12% | +1.03 |
| LONZ PIMCO Senior Loan Active ETF | Add +38.2% | 1.95% | +0.38 |
| CDX Simplify High Yield ETF | Add +36.1% | 1.96% | +0.36 |
| LRNZ Trueshrs Tech AI Deep LR ETF | New | 0.30% | +0.30 |
| FLR Fluor Corp. | New | 0.21% | +0.21 |
| NVDA Nvidia Corp. | Add +40.6% | 0.46% | +0.21 |
| INSM Insmed Inc. | New | 0.19% | +0.19 |
| FTAI Ftai Aviation Ltd. | New | 0.17% | +0.17 |
| MAXI Simplify Bitcoin STRT ETF-Ui | New | 0.15% | +0.15 |
| MSFT Microsoft Corp. | Add +26.5% | 0.43% | +0.14 |
| PCVX Vaxcyte Inc. | New | 0.13% | +0.13 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +73.5% | 0.27% | +0.13 |
| TSLA Tesla Inc. | Add +52.2% | 0.30% | +0.12 |
| LNTH Lantheus Holdings Inc. | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +77.4% | 0.26% | +0.12 |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | Add +8.6% | 3.30% | +0.12 |
| AMZN Amazon.com Inc. | Add +34.5% | 0.42% | +0.12 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Add +40.4% | 0.46% | +0.11 |
| GOOGL Alphabet Inc. Class A | New | 0.11% | +0.11 |
| LISTED FDS TR | New | 0.10% | +0.10 |
| MFUS PIMCO Rafi Dynamic Multi-Fac | Add +73.0% | 0.24% | +0.09 |
| XOM Exxon Mobil Corp. | New | 0.08% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | New | 0.08% | +0.08 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Add +10.3% | 2.57% | +0.08 |
| PSA Public Storage | Add +73.3% | 0.22% | +0.07 |
| ORCL Oracle Corp. | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.07% | +0.07 |
| SCHD Schwab US DVD Equity ETF | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | New | 0.05% | +0.05 |
| XLK SS Technology Select Sector | New | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | New | 0.04% | +0.04 |
| QBUL Trueshare QRT Bull Hdge ETF | Add +14.0% | 1.24% | +0.04 |
| BND Vanguard Total Bond Market | New | 0.04% | +0.04 |
| CVX Chevron Corp. | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| V Visa Inc. Class A | New | 0.03% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.03% | +0.03 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | New | 0.03% | +0.03 |
| STXF Strive 500 ETF | New | 0.03% | +0.03 |
| XLY SS Consumer Disc Select Sect | New | 0.03% | +0.03 |
| OXY Occidental Petroleum Corp. | New | 0.03% | +0.03 |
| ULTA Ulta Beauty Inc. | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
Notes & Other Activity Q1 2025 → Q2 2025
| TAIL Cambria Tail Risk ETF | TAIL RISK | New | 0 | $2 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 66 | $276.6M | PAYM, TUA, HYS, SIXZ, BILZ |
| Q1 2026 | 55 | $236.7M | HYS, TUA, IBHF, SIXO, BILZ |
| Q4 2025 | 55 | $236.7M | HYS, TUA, IBHF, SIXO, BILZ |
| Q3 2025 | 49 | $223.9M | HYS, TUA, SIXJ, IBHF, IBHE |
| Q2 2025 | 340 | $210.2M | HYS, TUA, IBHE, IBHF, BILZ |
| Q1 2025 | 48 | $186.4M | HYS, TUA, IBHE, IBHF, NVBW |
| Q4 2024 | 43 | $170.1M | HYS, IBHE, TUA, BILZ, NVBW |
| Q3 2024 | 44 | $159.3M | IBHD, IBHE, BILZ, JULW, TUA |
| Q2 2024 | 57 | $156.6M | IBHD, IBDP, IBHE, BILZ, MARW |
| Q1 2024 | 48 | $148.2M | IBHD, IBDP, IBHE, BILZ, MARW |