Midwest Financial Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Midwest Financial Group LLC reported 111 stock positions worth $174.1 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 6.5% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 6.1%) and Apple (AAPL, 5.3%). Compared with Q3 2024, it opened 7 new positions, sold out of 5, added to 49 and reduced 41. The biggest buy was a new position in SS SPDR S&P 600 SC GR ETF (SLYG) and the biggest sale Advanced Micro Devices (AMD, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001967193
- Portfolio Value
- $174.1M (Q4 2024)
- SEC Filing
- 0001085146-25-000346 ↗ filed Jan 21, 2025
Holdings Value
Holdings 111 stocks · $174.1M
| IVW iShares S&P 500 Growth ETF | 6.48% | 111,132 | $11.3M | Add +3.3% |
| SCHD Schwab US DVD Equity ETF | 6.12% | 389,900 | $10.7M | Add +0.8% |
| AAPL Apple Inc. | 5.32% | 36,966 | $9.3M | Reduce -3.0% |
| AVUV Avantis US Small Cap Value | 5.18% | 93,508 | $9.0M | Add +21.7% |
| RDVI FT Vest Rising Dividend Achi | 3.81% | 273,990 | $6.6M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 3.55% | 12,090 | $6.2M | Reduce -0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 3.32% | 54,075 | $5.8M | Reduce -0.5% |
| MOAT Vaneck Morningstar Wide Moat | 2.95% | 55,491 | $5.1M | Reduce -1.5% |
| AMD Advanced Micro Devices | 2.86% | 41,202 | $5.0M | Reduce -1.3% |
| LMBS First Trust Low Duration Opp | 2.57% | 92,115 | $4.5M | Add +0.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.48% | 26,707 | $4.3M | Add +5.9% |
| AVLV Avantis US Large Cap Value | 2.47% | 64,442 | $4.3M | Add +11.7% |
| MDY State Street SPDR S&P Midcap | 2.37% | 7,260 | $4.1M | Add +0.4% |
| MSFT Microsoft Corp. | 2.29% | 9,442 | $4.0M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 2.10% | 31,810 | $3.7M | Add +2.0% |
| OKE Oneok Inc. | 2.02% | 35,117 | $3.5M | Reduce -0.8% |
| TLT iShares 20+ Year Treasury BD | 1.74% | 34,626 | $3.0M | Add +5.3% |
| XLE SS Energy Select Sector | 1.52% | 30,914 | $2.6M | Add +5.2% |
| LGOV First TR Long Duration O-ETF | 1.30% | 108,223 | $2.3M | Add +0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.27% | 11,178 | $2.2M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.26% | 4,859 | $2.2M | Add +8.0% |
| FEM First Trust Emerging Markets | 1.21% | 95,586 | $2.1M | Add +1.2% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.20% | 23,132 | $2.1M | New |
| SCHZ Schwab US Aggregate Bond ETF | 1.15% | 88,319 | $2.0M | Add +6.9% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.12% | 62,134 | $2.0M | Reduce -0.5% |
| FICS FT International Dev Cap STR | 1.08% | 55,384 | $1.9M | Reduce -0.1% |
| MU Micron Technology Inc. | 1.04% | 21,480 | $1.8M | Add +6.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.02% | 23,433 | $1.8M | Add +17.4% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.02% | 67,692 | $1.8M | Add +3.9% |
| SCHG Schwab US Large-Cap Growth | 1.01% | 62,891 | $1.8M | Add +58.0% |
| BA The Boeing Co. | 0.89% | 8,775 | $1.6M | Add +2.6% |
| USB US Bancorp | 0.87% | 31,854 | $1.5M | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.86% | 13,984 | $1.5M | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 0.86% | 6,947 | $1.5M | Add +4.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 2,540 | $1.5M | Add +9.4% |
| NTRL First Trust Equity Market Ne | 0.76% | 66,606 | $1.3M | Add +1.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.73% | 18,053 | $1.3M | Reduce -0.6% |
| XLP SS Consumer Staples Sel Sect | 0.71% | 15,776 | $1.2M | Reduce -6.0% |
| AMZN Amazon.com Inc. | 0.70% | 5,529 | $1.2M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.68% | 6,236 | $1.2M | Add +21.1% |
| IAU iShares Gold Trust | 0.63% | 22,308 | $1.1M | Add +0.8% |
| SCHB Schwab US Broad Market ETF | 0.60% | 46,353 | $1.1M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 3,342 | $969K | Add +2.9% |
| XLV SS Health Care Select Sector | 0.54% | 6,798 | $935K | Reduce -1.3% |
| MUNI PIMCO Intermediate Municipal | 0.53% | 17,765 | $919K | No change |
| MUB iShares National Muni Bond E | 0.50% | 8,130 | $866K | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.48% | 4,987 | $844K | Add +40.2% |
| AXP American Express Co. | 0.46% | 2,723 | $808K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.46% | 9,052 | $804K | Add +0.2% |
| RTX RTX Corp. | 0.46% | 6,902 | $799K | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.43% | 825 | $755K | Add +131.7% |
| NVDA Nvidia Corp. | 0.42% | 5,480 | $736K | Add +1.9% |
| MA Mastercard Inc. Class A | 0.41% | 1,363 | $718K | Add +0.1% |
| CSX CSX Corp. | 0.41% | 22,200 | $716K | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.39% | 4,101 | $688K | Reduce -2.4% |
| SMH Vaneck Semiconductor ETF | 0.39% | 2,815 | $682K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.39% | 8,718 | $680K | Reduce -5.4% |
| KO The Coca-Cola Co. | 0.37% | 10,339 | $644K | Reduce -5.1% |
| UNH Unitedhealth Group Inc. | 0.36% | 1,223 | $619K | Reduce -2.2% |
| DKNG Draftkings Inc. Class A | 0.34% | 15,850 | $590K | Reduce -7.0% |
| FITB Fifth Third Bancorp | 0.34% | 13,902 | $588K | Add +1.5% |
| EVRG Evergy Inc. | 0.32% | 9,109 | $561K | Reduce -2.0% |
| V Visa Inc. Class A | 0.32% | 1,743 | $551K | Add +1.4% |
| VOO Vanguard S&P 500 ETF | 0.31% | 998 | $538K | Add +84.1% |
| AVGO Broadcom Inc. | 0.30% | 2,224 | $516K | Add +0.0% |
| DVN Devon Energy Corp. | 0.30% | 15,737 | $515K | Reduce -20.9% |
| LRCX Lam Research Corp. | 0.29% | 6,975 | $504K | New |
| OGS One Gas Inc. | 0.28% | 7,118 | $493K | Add +0.0% |
| DAL Delta Air Lines Inc. | 0.27% | 7,800 | $472K | No change |
| CVX Chevron Corp. | 0.26% | 3,177 | $460K | Add +0.4% |
| LSCC Lattice Semiconductor Corp. | 0.26% | 7,925 | $449K | Reduce -3.5% |
| CP Canadian Pacific Kansas City | 0.26% | 6,175 | $447K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.25% | 3,915 | $443K | Reduce -25.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.25% | 1,850 | $427K | No change |
| UNP Union Pacific Corp. | 0.24% | 1,849 | $422K | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.24% | 1,900 | $420K | Reduce -2.5% |
| VZ Verizon Communications Inc. | 0.24% | 10,425 | $417K | No change |
| PEP Pepsico Inc. | 0.23% | 2,677 | $407K | Reduce -51.3% |
| SDY SS SPDR S&P Dividend ETF | 0.23% | 2,982 | $394K | New |
| MCD McDonald's Corp. | 0.22% | 1,340 | $388K | Reduce -1.8% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 7,248 | $385K | New |
| JNJ Johnson & Johnson | 0.21% | 2,582 | $373K | Reduce -0.8% |
| DIVI Franklin International Core | 0.21% | 12,402 | $372K | New |
| AMAT Applied Materials Inc. | 0.21% | 2,273 | $370K | No change |
| ZM Zoom Communications Inc. | 0.20% | 4,160 | $339K | Reduce -5.9% |
| DG Dollar General Corp. | 0.19% | 4,350 | $330K | Reduce -24.7% |
| PECO Phillips Edison & Company Inc. | 0.19% | 8,658 | $324K | No change |
| TSCO Tractor Supply Company | 0.18% | 6,050 | $321K | No change |
| SCHF Schwab Intl Equity ETF | 0.18% | 17,085 | $316K | Add +0.6% |
| PFF iShares Preferred & Income S | 0.18% | 9,980 | $314K | Reduce -18.3% |
| XLC SS Comm Select Sector SPDR | 0.18% | 3,207 | $310K | Add +0.1% |
| COP Conocophillips | 0.17% | 3,039 | $301K | Reduce -8.9% |
| PFE Pfizer Inc. | 0.17% | 10,830 | $287K | Reduce -27.0% |
| XLY SS Consumer Disc Select Sect | 0.16% | 1,255 | $282K | Reduce -0.1% |
| CEF Sprott Physical Gold and Sil | 0.16% | 11,630 | $276K | Reduce -8.8% |
| PYPL PayPal Holdings Inc. | 0.15% | 3,139 | $268K | Add +5.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.15% | 7,643 | $254K | Reduce -1.3% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.14% | 1,320 | $250K | Reduce -28.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 903 | $239K | Add +11.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 5,407 | $238K | Reduce -1.4% |
Portfolio Sells Q3 2024 → Q4 2024
| AMD Advanced Micro Devices | Reduce -1.3% | 2.86% | −1.16 |
| PEP Pepsico Inc. | Reduce -51.3% | 0.23% | −0.32 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.5% | 3.32% | −0.29 |
| TSN Tyson Foods Inc. Class A | Sold out | 0.00% | −0.26 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -1.5% | 2.95% | −0.25 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.19 |
| DVN Devon Energy Corp. | Reduce -20.9% | 0.30% | −0.16 |
| FICS FT International Dev Cap STR | Reduce -0.1% | 1.08% | −0.14 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.13 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.12 |
| TGT Target Corp. | Sold out | 0.00% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Reduce -6.0% | 0.71% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.86% | −0.10 |
| DG Dollar General Corp. | Reduce -24.7% | 0.19% | −0.10 |
| KO The Coca-Cola Co. | Reduce -5.1% | 0.37% | −0.09 |
| PFE Pfizer Inc. | Reduce -27.0% | 0.17% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -1.3% | 0.54% | −0.09 |
| TROW T Rowe Price Group Inc. | Reduce -25.5% | 0.25% | −0.08 |
| CFFN Capitol Federal Financial Inc. | Reduce -42.8% | 0.10% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -2.2% | 0.36% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -18.3% | 0.18% | −0.06 |
| DKNG Draftkings Inc. Class A | Reduce -7.0% | 0.34% | −0.05 |
| CSX CSX Corp. | Reduce -1.8% | 0.41% | −0.05 |
| RTX RTX Corp. | Reduce -1.7% | 0.46% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.6% | 0.73% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.4% | 0.39% | −0.04 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.21% | −0.03 |
| COP Conocophillips | Reduce -8.9% | 0.17% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.39% | −0.03 |
| HRI Herc Holdings Inc. | Reduce -28.3% | 0.14% | −0.03 |
| CEF Sprott Physical Gold and Sil | Reduce -8.8% | 0.16% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.22% | −0.02 |
| EVRG Evergy Inc. | Reduce -2.0% | 0.32% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -2.5% | 0.24% | −0.01 |
| F Ford Motor Co. | Reduce -3.2% | 0.07% | −0.01 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -1.3% | 0.15% | −0.00 |
| XLK SS Technology Select Sector | Reduce -1.4% | 0.12% | −0.00 |
| LSCC Lattice Semiconductor Corp. | Reduce -3.5% | 0.26% | +0.00 |
| FSLY Fastly Inc. Class A | Reduce -8.4% | 0.08% | +0.01 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -0.5% | 1.12% | +0.01 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.14% | +0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -0.1% | 0.16% | +0.01 |
| ZM Zoom Communications Inc. | Reduce -5.9% | 0.20% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 3.55% | +0.08 |
| AAPL Apple Inc. | Reduce -3.0% | 5.32% | +0.10 |
| OKE Oneok Inc. | Reduce -0.8% | 2.02% | +0.13 |
Portfolio Buys Q3 2024 → Q4 2024
| SLYG SS SPDR S&P 600 SC GR ETF | New | 1.20% | +1.20 |
| AVUV Avantis US Small Cap Value | Add +21.7% | 5.18% | +0.85 |
| IVW iShares S&P 500 Growth ETF | Add +3.3% | 6.48% | +0.43 |
| SCHG Schwab US Large-Cap Growth | Add +58.0% | 1.01% | +0.40 |
| LRCX Lam Research Corp. | New | 0.29% | +0.29 |
| COST Costco Wholesale Corp. | Add +131.7% | 0.43% | +0.25 |
| AVLV Avantis US Large Cap Value | Add +11.7% | 2.47% | +0.24 |
| SDY SS SPDR S&P Dividend ETF | New | 0.23% | +0.23 |
| IBIT iShares Bitcoin Trust ETF | New | 0.22% | +0.22 |
| DIVI Franklin International Core | New | 0.21% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +21.1% | 0.68% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +84.1% | 0.31% | +0.14 |
| BA The Boeing Co. | Add +2.6% | 0.89% | +0.13 |
| JPM JPMorgan Chase & Co. | New | 0.13% | +0.13 |
| WMT Walmart Inc. | New | 0.12% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +40.2% | 0.48% | +0.12 |
| AMZN Amazon.com Inc. | Add +1.8% | 0.70% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.4% | 0.85% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +17.4% | 1.02% | +0.07 |
| AVGO Broadcom Inc. | Add +0.0% | 0.30% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.0% | 1.26% | +0.05 |
| NVDA Nvidia Corp. | Add +1.9% | 0.42% | +0.04 |
| V Visa Inc. Class A | Add +1.4% | 0.32% | +0.04 |
| USB US Bancorp | Add +0.1% | 0.87% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.41% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +5.0% | 0.15% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.9% | 0.56% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +11.2% | 0.14% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +0.1% | 0.18% | +0.01 |
| XLE SS Energy Select Sector | Add +5.2% | 1.52% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.60% | +0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +6.9% | 1.15% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 0.13% | −0.00 |
| NTRL First Trust Equity Market Ne | Add +1.4% | 0.76% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +5.9% | 2.48% | −0.00 |
| FITB Fifth Third Bancorp | Add +1.5% | 0.34% | −0.01 |
| CVX Chevron Corp. | Add +0.4% | 0.26% | −0.01 |
| IAU iShares Gold Trust | Add +0.8% | 0.63% | −0.01 |
| MUB iShares National Muni Bond E | Add +0.5% | 0.50% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.46% | −0.02 |
| SCHF Schwab Intl Equity ETF | Add +0.6% | 0.18% | −0.02 |
| UNP Union Pacific Corp. | Add +0.4% | 0.24% | −0.02 |
| OGS One Gas Inc. | Add +0.0% | 0.28% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Add +2.0% | 2.10% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 1.27% | −0.04 |
| SOXX iShares Semiconductor ETF | Add +4.6% | 0.86% | −0.04 |
| MDY State Street SPDR S&P Midcap | Add +0.4% | 2.37% | −0.05 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +3.9% | 1.02% | −0.06 |
| LMBS First Trust Low Duration Opp | Add +0.7% | 2.57% | −0.08 |
| MSFT Microsoft Corp. | Add +0.7% | 2.29% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 136 | $285.1M | IVW, AVUV, QQQ, AMD, SCHD |
| Q1 2026 | 126 | $234.5M | IVW, AVUV, SCHD, QQQ, AMD |
| Q4 2025 | 123 | $226.4M | IVW, AVUV, QQQ, SCHD, AMD |
| Q3 2025 | 121 | $209.8M | SCHD, IVW, AVUV, QQQ, AAPL |
| Q2 2025 | 114 | $190.2M | SCHD, IVW, AVUV, QQQ, AAPL |
| Q1 2025 | 108 | $172.1M | SCHD, IVW, AVUV, AAPL, LQD |
| Q4 2024 | 111 | $174.1M | IVW, SCHD, AAPL, AVUV, RDVI |
| Q3 2024 | 109 | $170.3M | SCHD, IVW, AAPL, AVUV, AMD |
| Q2 2024 | 105 | $157.2M | SCHD, IVW, AAPL, AMD, RDVI |
| Q1 2024 | 104 | $148.8M | SCHD, AMD, IVW, AAPL, RDVI |