Mid-American Wealth Advisory Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Mid-American Wealth Advisory Group, Inc. reported 55 stock positions worth $236.7 million. Its top holding was PIMCO 0-5 Year H/Y Corp. Bond (HYS) at 13.3% of the portfolio, followed by Sim St Treas Fut Strat ETF (TUA, 10.5%) and iShares Ibond 2026 HY & (IBHF, 9.2%). Compared with Q3 2025, it opened 10 new positions, sold out of 4, added to 35 and reduced 10. The biggest buy was a new position in Allian US Equ 6 Mon BU10-Usd (SIXO) and the biggest sale an exit from Allian US Equ 6 Mon BU10-Usd (SIXJ).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0001911264
- Portfolio Value
- $236.7M (Q4 2025)
- SEC Filing
- 0001911264-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 55 stocks · $236.7M
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 13.28% | 331,479 | $31.4M | Add +1.9% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 10.54% | 1,139,443 | $25.0M | Add +3.7% |
| IBHF iShares Ibond 2026 HY & Inc. | 9.15% | 938,450 | $21.7M | Add +43.3% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 8.90% | 606,671 | $21.1M | New |
| BILZ PIMCO Ultra SHRT Govt Active | 5.46% | 128,222 | $12.9M | Add +15.3% |
| SBAR Simplify Barrier Income ETF | 4.32% | 390,670 | $10.2M | Add +18.3% |
| LTPZ PIMCO 15+ YR US Tips Indx | 4.20% | 192,125 | $9.9M | Add +0.7% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 3.57% | 216,453 | $8.4M | New |
| QBER Trueshares Quartly B HDG ETF | 3.42% | 337,316 | $8.1M | Add +5.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.18% | 82,293 | $7.5M | Add +4.3% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 2.99% | 109,982 | $7.1M | Add +3.1% |
| LONZ PIMCO Senior Loan Active ETF | 1.99% | 93,530 | $4.7M | Add +6.2% |
| CRDT Simplify Opportunistic Inc. | 1.98% | 201,104 | $4.7M | Add +7.9% |
| CDX Simplify High Yield ETF | 1.98% | 210,408 | $4.7M | Add +7.7% |
| IBHG iShares Ibonds 2027 HY Inc. | 1.97% | 208,868 | $4.7M | New |
| VIG Vanguard Dividend Apprec ETF | 1.94% | 20,933 | $4.6M | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 1.84% | 80,609 | $4.3M | Add +6.9% |
| CSCO Cisco Systems Inc. | 1.76% | 53,986 | $4.2M | Reduce -2.6% |
| ONEZ Trueshr Seasonality La B ETF | 1.70% | 154,728 | $4.0M | Reduce -3.0% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 1.57% | 157,003 | $3.7M | New |
| VZ Verizon Communications Inc. | 1.53% | 89,064 | $3.6M | Add +4.0% |
| QQQM Invesco Nasdaq 100 ETF | 1.30% | 12,166 | $3.1M | Reduce -11.9% |
| PYLD PIMCO Multisector Bond Actv | 0.98% | 86,700 | $2.3M | Add +69.2% |
| ORLY O'reilly Automotive Inc. | 0.97% | 25,250 | $2.3M | New |
| SCHA Schwab US Small-Cap ETF | 0.97% | 80,738 | $2.3M | Add +13.6% |
| MARZ Trueshares Struc Outcome Mar | 0.88% | 60,684 | $2.1M | Reduce -3.8% |
| KO The Coca-Cola Co. | 0.69% | 23,348 | $1.6M | Add +0.9% |
| MO Altria Group Inc. | 0.64% | 26,225 | $1.5M | Reduce -7.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.56% | 11,037 | $1.3M | Add +12.5% |
| AAPL Apple Inc. | 0.37% | 3,214 | $874K | Add +18.1% |
| LRNZ Trueshrs Tech AI Deep LR ETF | 0.34% | 17,134 | $817K | Add +0.3% |
| MINT PIMCO Enhanced Short Maturit | 0.32% | 7,600 | $763K | Add +70.1% |
| MFUS PIMCO Rafi Dynamic Multi-Fac filed as PIMCO EQUITY SER | 0.32% | 13,294 | $753K | Add +11.2% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.32% | 7,723 | $748K | Add +6.1% |
| NOCT Innovator Growth-100 Power B | 0.31% | 12,859 | $745K | New |
| JULZ TS STR Outcome Jul ETF | 0.30% | 16,925 | $713K | Add +8.0% |
| GLD SPDR Gold Shares | 0.29% | 1,728 | $685K | Reduce -3.6% |
| PSBD Palmer Square Capital BDC Inc. | 0.28% | 54,528 | $665K | Add +82.5% |
| GOOGL Alphabet Inc. Class A | 0.28% | 2,109 | $660K | Add +86.6% |
| ACII Innovator Index Ac in St ETF | 0.25% | 23,465 | $601K | New |
| CAIE Calamos Autocallable Inc. ETF | 0.24% | 21,433 | $573K | Add +62.4% |
| EMLC Vaneck JPM Em Local Curr BND | 0.24% | 21,994 | $568K | Add +70.6% |
| NVDA Nvidia Corp. | 0.23% | 2,940 | $548K | Add +16.7% |
| MSFT Microsoft Corp. | 0.19% | 939 | $454K | Add +28.1% |
| AMZN Amazon.com Inc. | 0.18% | 1,897 | $438K | Add +10.6% |
| WMT Walmart Inc. | 0.17% | 3,647 | $406K | Add +10.9% |
| TSLA Tesla Inc. | 0.16% | 861 | $387K | Reduce -12.2% |
| IVV iShares Core S&P 500 ETF | 0.15% | 521 | $357K | Reduce -16.4% |
| IAU iShares Gold Trust | 0.14% | 4,215 | $342K | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 0.13% | 484 | $303K | Add +12.6% |
| GOOG Alphabet Inc. Class C | 0.13% | 961 | $302K | New |
| MAXI Simplify Bitcoin STRT ETF-Ui | 0.11% | 17,693 | $253K | Add +32.5% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.10% | 7,131 | $242K | Reduce -34.7% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 7,152 | $233K | New |
| FSEC Fidelity Invest GRD Secur | 0.09% | 5,055 | $223K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SIXJ Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −9.33 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Sold out | 0.00% | −6.56 |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | Sold out | 0.00% | −3.86 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -11.9% | 1.30% | −0.22 |
| MO Altria Group Inc. | Reduce -7.8% | 0.64% | −0.20 |
| ONEZ Trueshr Seasonality La B ETF | Reduce -3.0% | 1.70% | −0.19 |
| XV Simplify Target 15 Distr ETF | Sold out | 0.00% | −0.19 |
| MARZ Trueshares Struc Outcome Mar | Reduce -3.8% | 0.88% | −0.10 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -34.7% | 0.10% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -16.4% | 0.15% | −0.04 |
| TSLA Tesla Inc. | Reduce -12.2% | 0.16% | −0.03 |
| IAU iShares Gold Trust | Reduce -1.9% | 0.14% | +0.00 |
| GLD SPDR Gold Shares | Reduce -3.6% | 0.29% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.6% | 1.76% | +0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| SIXO Allian US Equ 6 Mon BU10-Usd | New | 8.90% | +8.90 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | New | 3.57% | +3.57 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +43.3% | 9.15% | +2.31 |
| IBHG iShares Ibonds 2027 HY Inc. | New | 1.97% | +1.97 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 1.57% | +1.57 |
| ORLY O'reilly Automotive Inc. | New | 0.97% | +0.97 |
| SBAR Simplify Barrier Income ETF | Add +18.3% | 4.32% | +0.44 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +15.3% | 5.46% | +0.43 |
| PYLD PIMCO Multisector Bond Actv | Add +69.2% | 0.98% | +0.36 |
| BMY Bristol-Myers Squibb Co. | Add +6.9% | 1.84% | +0.32 |
| NOCT Innovator Growth-100 Power B | New | 0.31% | +0.31 |
| ACII Innovator Index Ac in St ETF | New | 0.25% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +86.6% | 0.28% | +0.16 |
| GOOG Alphabet Inc. Class C | New | 0.13% | +0.13 |
| MINT PIMCO Enhanced Short Maturit | Add +70.1% | 0.32% | +0.12 |
| PSBD Palmer Square Capital BDC Inc. | Add +82.5% | 0.28% | +0.12 |
| SCHG Schwab US Large-Cap Growth | New | 0.10% | +0.10 |
| FSEC Fidelity Invest GRD Secur | New | 0.09% | +0.09 |
| EMLC Vaneck JPM Em Local Curr BND | Add +70.6% | 0.24% | +0.09 |
| SCHA Schwab US Small-Cap ETF | Add +13.6% | 0.97% | +0.09 |
| CAIE Calamos Autocallable Inc. ETF | Add +62.4% | 0.24% | +0.08 |
| AAPL Apple Inc. | Add +18.1% | 0.37% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +12.5% | 0.56% | +0.03 |
| MSFT Microsoft Corp. | Add +28.1% | 0.19% | +0.02 |
| NVDA Nvidia Corp. | Add +16.7% | 0.23% | +0.02 |
| WMT Walmart Inc. | Add +10.9% | 0.17% | +0.02 |
| MFUS PIMCO Rafi Dynamic Multi-Fac | Add +11.2% | 0.32% | +0.02 |
| AMZN Amazon.com Inc. | Add +10.6% | 0.18% | +0.02 |
| CRDT Simplify Opportunistic Inc. | Add +7.9% | 1.98% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +12.6% | 0.13% | +0.01 |
| KO The Coca-Cola Co. | Add +0.9% | 0.69% | +0.00 |
| LRNZ Trueshrs Tech AI Deep LR ETF | Add +0.3% | 0.34% | −0.00 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +6.1% | 0.32% | −0.00 |
| CDX Simplify High Yield ETF | Add +7.7% | 1.98% | −0.02 |
| LONZ PIMCO Senior Loan Active ETF | Add +6.2% | 1.99% | −0.02 |
| JULZ TS STR Outcome Jul ETF | Add +8.0% | 0.30% | −0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +4.3% | 3.18% | −0.06 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +32.5% | 0.11% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +0.4% | 1.94% | −0.07 |
| QBER Trueshares Quartly B HDG ETF | Add +5.7% | 3.42% | −0.10 |
| VZ Verizon Communications Inc. | Add +4.0% | 1.53% | −0.15 |
| TUA Sim St Treas Fut Strat ETF | Add +3.7% | 10.54% | −0.19 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +3.1% | 2.99% | −0.25 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +0.7% | 4.20% | −0.34 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +1.9% | 13.28% | −0.62 |
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 |