Mid-American Wealth Advisory Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Mid-American Wealth Advisory Group, Inc. reported 49 stock positions worth $223.9 million. Its top holding was PIMCO 0-5 Year H/Y Corp. Bond (HYS) at 13.9% of the portfolio, followed by Sim St Treas Fut Strat ETF (TUA, 10.7%) and Allian US Equ 6 Mon BU10-Usd (SIXJ, 9.3%). Compared with Q2 2025, it opened 12 new positions, sold out of 303, added to 24 and reduced 13. The biggest buy was Allian US Equ 6 Mon BU10-Usd (SIXJ, shares +35039%) and the biggest sale an exit from Allian US Equ 6 Mon BU10-Usd (SIXZ).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001911264
- Portfolio Value
- $223.9M (Q3 2025)
- SEC Filing
- 0001911264-25-000007 ↗ filed Oct 20, 2025
Holdings Value
Holdings 49 stocks · $223.9M
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 13.90% | 325,243 | $31.1M | Add +3.1% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 10.73% | 1,098,790 | $24.0M | Add +5.2% |
| SIXJ Allian US Equ 6 Mon BU10-Usd | 9.33% | 626,874 | $20.9M | Add +35038.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 6.84% | 655,015 | $15.3M | Add +9.5% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 6.56% | 632,436 | $14.7M | Add +5.7% |
| BILZ PIMCO Ultra SHRT Govt Active | 5.02% | 111,172 | $11.2M | Add +4.5% |
| LTPZ PIMCO 15+ YR US Tips Indx | 4.54% | 190,860 | $10.2M | Add +2.8% |
| SBAR Simplify Barrier Income ETF | 3.87% | 330,325 | $8.7M | New |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | 3.86% | 259,465 | $8.6M | Add +0.3% |
| QBER Trueshares Quartly B HDG ETF | 3.51% | 319,162 | $7.9M | Add +77.1% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 3.24% | 106,621 | $7.2M | Reduce -14.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.23% | 78,929 | $7.2M | Add +0.8% |
| VIG Vanguard Dividend Apprec ETF | 2.01% | 20,858 | $4.5M | Add +0.4% |
| LONZ PIMCO Senior Loan Active ETF | 2.01% | 88,078 | $4.5M | Add +9.7% |
| CDX Simplify High Yield ETF | 2.00% | 195,324 | $4.5M | Add +10.5% |
| CRDT Simplify Opportunistic Inc. | 1.97% | 186,315 | $4.4M | Add +15.7% |
| ONEZ Trueshr Seasonality La B ETF | 1.89% | 159,551 | $4.2M | New |
| CSCO Cisco Systems Inc. | 1.69% | 55,423 | $3.8M | Reduce -4.3% |
| VZ Verizon Communications Inc. | 1.68% | 85,656 | $3.8M | Add +0.3% |
| QQQM Invesco Nasdaq 100 ETF | 1.52% | 13,807 | $3.4M | Add +3856.2% |
| BMY Bristol-Myers Squibb Co. | 1.52% | 75,392 | $3.4M | Add +2.6% |
| MARZ Trueshares Struc Outcome Mar | 0.98% | 63,053 | $2.2M | New |
| SCHA Schwab US Small-Cap ETF | 0.89% | 71,104 | $2.0M | New |
| MO Altria Group Inc. | 0.84% | 28,448 | $1.9M | Reduce -3.8% |
| KO The Coca-Cola Co. | 0.69% | 23,133 | $1.5M | Reduce -2.2% |
| PYLD PIMCO Multisector Bond Actv | 0.61% | 51,234 | $1.4M | New |
| SPMO Invesco S&P 500 Momentum ETF | 0.53% | 9,807 | $1.2M | New |
| LRNZ Trueshrs Tech AI Deep LR ETF | 0.35% | 17,081 | $777K | Add +21.2% |
| JULZ TS STR Outcome Jul ETF | 0.32% | 15,675 | $727K | New |
| TDIV FT Nasdaq Tech DVD Index FD | 0.32% | 7,281 | $718K | Add +15.4% |
| AAPL Apple Inc. | 0.31% | 2,721 | $693K | Reduce -42.1% |
| MFUS PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.30% | 11,956 | $672K | Add +24.4% |
| GLD SPDR Gold Shares | 0.28% | 1,792 | $637K | Reduce -4.0% |
| NVDA Nvidia Corp. | 0.21% | 2,519 | $470K | Reduce -59.0% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 4,469 | $450K | New |
| TSLA Tesla Inc. | 0.19% | 981 | $436K | Reduce -51.0% |
| IVV iShares Core S&P 500 ETF | 0.19% | 623 | $417K | Add +8.0% |
| XV Simplify Target 15 Distr ETF | 0.19% | 15,612 | $415K | New |
| MSFT Microsoft Corp. | 0.17% | 733 | $380K | Reduce -59.3% |
| AMZN Amazon.com Inc. | 0.17% | 1,716 | $377K | Reduce -57.6% |
| MAXI Simplify Bitcoin STRT ETF-Ui | 0.17% | 13,352 | $371K | Add +29.6% |
| PSBD Palmer Square Capital BDC Inc. | 0.16% | 29,874 | $367K | New |
| CAIE Calamos Autocallable Inc. ETF | 0.16% | 13,202 | $363K | New |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.16% | 10,921 | $360K | Add +9314.7% |
| WMT Walmart Inc. | 0.15% | 3,289 | $339K | Reduce -0.2% |
| EMLC Vaneck JPM Em Local Curr BND | 0.15% | 12,892 | $329K | Add +322200.0% |
| IAU iShares Gold Trust | 0.14% | 4,298 | $313K | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,130 | $275K | Reduce -10.0% |
| VOO Vanguard S&P 500 ETF | 0.12% | 430 | $263K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SIXZ Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −3.36 |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | Sold out | 0.00% | −3.30 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Sold out | 0.00% | −2.57 |
| LISTED FDS TR | Sold out | 0.00% | −2.16 |
| TYA Simplify Intermediate Term | Sold out | 0.00% | −1.75 |
| QBUL Trueshare QRT Bull Hdge ETF | Sold out | 0.00% | −1.24 |
| LISTED FDS TR | Sold out | 0.00% | −0.98 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Reduce -14.0% | 3.24% | −0.72 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.46 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.26 |
| MSFT Microsoft Corp. | Reduce -59.3% | 0.17% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -57.6% | 0.17% | −0.25 |
| NVDA Nvidia Corp. | Reduce -59.0% | 0.21% | −0.25 |
| CSCO Cisco Systems Inc. | Reduce -4.3% | 1.69% | −0.22 |
| PSA Public Storage | Sold out | 0.00% | −0.22 |
| FLR Fluor Corp. | Sold out | 0.00% | −0.21 |
| INSM Insmed Inc. | Sold out | 0.00% | −0.19 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.17 |
| AAPL Apple Inc. | Reduce -42.1% | 0.31% | −0.15 |
| NVBT All US Equ BUF10 Nov ETF-Usd | Sold out | 0.00% | −0.15 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.13 |
| LNTH Lantheus Holdings Inc. | Sold out | 0.00% | −0.12 |
| KO The Coca-Cola Co. | Reduce -2.2% | 0.69% | −0.11 |
| TSLA Tesla Inc. | Reduce -51.0% | 0.19% | −0.11 |
| LISTED FDS TR | Sold out | 0.00% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.08 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.08 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.04 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.04 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.03 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.03 |
| STXF Strive 500 ETF | Sold out | 0.00% | −0.03 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.03 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.03 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.02 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.02 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.02 |
| RTX RTX Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| SIXJ Allian US Equ 6 Mon BU10-Usd | Add +35038.7% | 9.33% | +9.31 |
| SBAR Simplify Barrier Income ETF | New | 3.87% | +3.87 |
| ONEZ Trueshr Seasonality La B ETF | New | 1.89% | +1.89 |
| QQQM Invesco Nasdaq 100 ETF | Add +3856.2% | 1.52% | +1.49 |
| QBER Trueshares Quartly B HDG ETF | Add +77.1% | 3.51% | +1.40 |
| MARZ Trueshares Struc Outcome Mar | New | 0.98% | +0.98 |
| SCHA Schwab US Small-Cap ETF | New | 0.89% | +0.89 |
| PYLD PIMCO Multisector Bond Actv | New | 0.61% | +0.61 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.53% | +0.53 |
| JULZ TS STR Outcome Jul ETF | New | 0.32% | +0.32 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +9.5% | 6.84% | +0.23 |
| MINT PIMCO Enhanced Short Maturit | New | 0.20% | +0.20 |
| XV Simplify Target 15 Distr ETF | New | 0.19% | +0.19 |
| PSBD Palmer Square Capital BDC Inc. | New | 0.16% | +0.16 |
| CAIE Calamos Autocallable Inc. ETF | New | 0.16% | +0.16 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Add +9314.7% | 0.16% | +0.16 |
| EMLC Vaneck JPM Em Local Curr BND | Add +322200.0% | 0.15% | +0.15 |
| CRDT Simplify Opportunistic Inc. | Add +15.7% | 1.97% | +0.14 |
| VOO Vanguard S&P 500 ETF | New | 0.12% | +0.12 |
| LONZ PIMCO Senior Loan Active ETF | Add +9.7% | 2.01% | +0.06 |
| MFUS PIMCO Rafi Dynamic Multi-Fac | Add +24.4% | 0.30% | +0.06 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +15.4% | 0.32% | +0.05 |
| LRNZ Trueshrs Tech AI Deep LR ETF | Add +21.2% | 0.35% | +0.05 |
| CDX Simplify High Yield ETF | Add +10.5% | 2.00% | +0.04 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +29.6% | 0.17% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +8.0% | 0.19% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 2.01% | −0.01 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +5.7% | 6.56% | −0.06 |
| VZ Verizon Communications Inc. | Add +0.3% | 1.68% | −0.08 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +2.8% | 4.54% | −0.09 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +4.5% | 5.02% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Add +2.6% | 1.52% | −0.10 |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | Add +0.3% | 3.86% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.8% | 3.23% | −0.18 |
| TUA Sim St Treas Fut Strat ETF | Add +5.2% | 10.73% | −0.21 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +3.1% | 13.90% | −0.36 |
Notes & Other Activity Q2 2025 → Q3 2025
| TAIL Cambria Tail Risk ETF | TAIL RISK | Sold out | 0 | $2before exit |
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 |