Midwest Financial Group LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Midwest Financial Group LLC reported 126 stock positions worth $234.5 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.7% of the portfolio, followed by Avantis US Small Cap Value (AVUV, 5.5%) and Schwab US DVD Equity ETF (SCHD, 5.0%). Compared with Q4 2025, it opened 6 new positions, sold out of 3, added to 78 and reduced 29. The biggest buy was a new position in Qualcomm (QCOM) and the biggest sale Alphabet Class A (GOOGL, shares −56%).

Most Recent 13F
Q2 2026
Location
Overland Park, KS
CIK
0001967193
Portfolio Value
$234.5M (Q1 2026)
SEC Filing
0001967193-26-000005 ↗ filed Apr 22, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $148.8M Q1 2024 Q2 2024: $157.2M Q2 2024 Q3 2024: $170.3M Q3 2024 Q4 2024: $174.1M Q4 2024 Q1 2025: $172.1M Q1 2025 Q2 2025: $190.2M Q2 2025 Q3 2025: $209.8M Q3 2025 Q4 2025: $226.4M Q4 2025 Q1 2026: $234.5M $234.5M Q1 2026 Q2 2026: $285.1M Q2 2026

Holdings 126 stocks · $234.5M
IVW iShares S&P 500 Growth ETF 5.67% 117,595 $13.3M Add +3.4%
AVUV Avantis US Small Cap Value 5.54% 117,507 $13.0M Add +4.2%
SCHD Schwab US DVD Equity ETF 4.98% 380,970 $11.7M Reduce -2.2%
QQQ Invesco QQQ Trust Series 1 4.72% 19,194 $11.1M Add +3.2%
AMD Advanced Micro Devices 3.65% 42,128 $8.6M Reduce -0.4%
AAPL Apple Inc. 3.36% 31,075 $7.9M Reduce -0.4%
SCHZ Schwab US Aggregate Bond ETF 3.08% 311,242 $7.2M Add +3.0%
PVAL Putnam Focused LRG Cap Value 3.06% 154,629 $7.2M Add +2.9%
MU Micron Technology Inc. 2.99% 20,782 $7.0M Reduce -10.2%
AVLV Avantis US Large Cap Value 2.40% 69,764 $5.6M Add +3.3%
MOAT Vaneck Morningstar Wide Moat 2.38% 57,686 $5.6M Add +1.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 2.27% 28,848 $5.3M Add +0.4%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.24% 48,094 $5.2M Reduce -0.7%
SOXX iShares Semiconductor ETF 2.21% 15,750 $5.2M Add +1.4%
SLYG SS SPDR S&P 600 SC GR ETF 2.10% 50,960 $4.9M Add +4.1%
MDY State Street SPDR S&P Midcap 1.91% 7,276 $4.5M Reduce -0.7%
SCHG Schwab US Large-Cap Growth 1.70% 137,123 $4.0M Add +16.6%
IJR iShares Core S&P Small-Cap E 1.60% 30,187 $3.8M Reduce -1.4%
MSFT Microsoft Corp. 1.58% 10,023 $3.7M Add +9.2%
BRK.B Berkshire Hathaway Inc. Class B 1.44% 7,046 $3.4M Add +1.7%
DIVI Franklin International Core 1.43% 84,018 $3.3M Add +26.9%
OKE Oneok Inc. 1.37% 35,594 $3.2M Add +0.6%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.25% 63,799 $2.9M Add +3.7%
TLT iShares 20+ Year Treasury BD 1.22% 33,073 $2.9M Add +2.4%
LGOV First TR Long Duration O-ETF 1.16% 125,878 $2.7M Add +3.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.11% 3,987 $2.6M Add +24.8%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 1.10% 72,932 $2.6M Add +0.5%
FICS FT International Dev Cap STR 1.07% 64,411 $2.5M Reduce -0.6%
XLE SS Energy Select Sector 1.05% 40,289 $2.5M Reduce -3.3%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 1.04% 80,922 $2.4M Add +0.4%
XOM Exxon Mobil Corp. 1.03% 14,203 $2.4M Reduce -0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.02% 11,055 $2.4M Reduce -0.2%
AMZN Amazon.com Inc. 1.00% 11,267 $2.3M Add +20.5%
FEM First Trust Emerging Markets 0.86% 66,970 $2.0M Reduce -2.1%
COST Costco Wholesale Corp. 0.85% 2,004 $2.0M Add +0.8%
MUB iShares National Muni Bond E 0.82% 18,197 $1.9M Add +3.9%
LMBS First Trust Low Duration Opp 0.78% 36,944 $1.8M Add +0.2%
USB US Bancorp 0.75% 33,734 $1.8M Reduce -0.7%
BA The Boeing Co. 0.75% 8,782 $1.7M Add +1.0%
NVDA Nvidia Corp. 0.69% 9,339 $1.6M Add +8.3%
XLV SS Health Care Select Sector 0.58% 9,356 $1.4M Add +1.3%
QCOM Qualcomm Inc. 0.58% 10,630 $1.4M New
SPLV Invesco S&P 500 Low Volatili 0.57% 18,380 $1.3M Add +0.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.57% 6,815 $1.3M Reduce -2.5%
RTX RTX Corp. 0.57% 6,875 $1.3M Add +0.3%
CIBR First Trust Nasdaq Cybersecu 0.53% 19,894 $1.2M Add +7.4%
FEGE First Eagle GL Equity ETF 0.52% 25,768 $1.2M Add +67.0%
XLP SS Consumer Staples Sel Sect 0.51% 14,570 $1.2M Reduce -0.1%
SCHB Schwab US Broad Market ETF 0.50% 47,004 $1.2M Add +0.3%
VMBS Vanguard Mortgage-Backed Sec 0.49% 24,638 $1.2M Add +5.5%
SMH Vaneck Semiconductor ETF 0.48% 2,925 $1.1M No change
VTI VG Morningstar TS MKT ETF-US 0.46% 3,342 $1.1M Reduce -1.2%
GOOGL Alphabet Inc. Class A 0.44% 3,573 $1.0M Reduce -55.8%
MUNI PIMCO Intermediate Municipal 0.40% 17,993 $939K Add +0.1%
AVGO Broadcom Inc. 0.40% 3,022 $935K Add +7.0%
FITB Fifth Third Bancorp 0.39% 19,600 $911K Add +8.3%
IWR iShares Russell Mid-Cap ETF 0.36% 8,765 $852K Add +15.7%
V Visa Inc. Class A 0.36% 2,783 $841K Add +7.7%
AXP American Express Co. 0.35% 2,733 $827K No change
TCAF T Rowe PRC Cap Appreciation 0.35% 23,132 $823K Add +12.7%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.35% 19,102 $813K New
USMV iShares MSCI USA Min Vol Fac 0.34% 8,703 $807K Add +0.4%
CEF Sprott Physical Gold and Sil 0.34% 16,758 $800K Add +9.8%
VOO Vanguard S&P 500 ETF 0.34% 1,319 $788K Add +1.1%
AMAT Applied Materials Inc. 0.33% 2,278 $779K No change
CSX CSX Corp. 0.33% 18,700 $768K No change
LSCC Lattice Semiconductor Corp. 0.31% 7,725 $717K No change
CVX Chevron Corp. 0.29% 3,338 $691K Add +3.5%
MA Mastercard Inc. Class A 0.29% 1,343 $671K Add +0.9%
IAU iShares Gold Trust 0.26% 6,997 $617K Add +23.0%
TBUX T Rowe Price Ultra Short-Ter 0.26% 12,200 $607K Add +91.7%
NUW Nuveen Amt-Free Muni Val 0.26% 42,199 $605K Reduce -1.8%
SCHF Schwab Intl Equity ETF 0.25% 24,111 $597K Add +7.0%
LRCX Lam Research Corp. 0.25% 2,776 $593K Reduce -58.4%
PG The Procter & Gamble Co. 0.23% 3,807 $550K Add +4.1%
OGS One Gas Inc. 0.23% 6,213 $535K Reduce -1.2%
URA Global X Uranium ETF 0.21% 10,270 $497K Add +53.3%
CP Canadian Pacific Kansas City 0.21% 6,275 $494K Add +1.6%
RCL Royal Caribbean Cruises Ltd. 0.21% 1,775 $488K Reduce -2.7%
XLI SS Industrial Select Sector 0.20% 2,973 $481K Add +21.6%
JNJ Johnson & Johnson 0.20% 1,958 $479K Add +0.1%
QGRO American Century US Quality 0.20% 4,382 $460K Add +75.5%
SDY SS SPDR S&P Dividend ETF 0.19% 3,080 $449K Add +0.6%
WMT Walmart Inc. 0.19% 3,606 $448K Add +23.1%
DVN Devon Energy Corp. 0.19% 8,881 $447K Reduce -41.5%
DG Dollar General Corp. 0.19% 3,734 $443K No change
UNP Union Pacific Corp. 0.19% 1,825 $443K Add +0.4%
PEP Pepsico Inc. 0.19% 2,820 $438K Add +0.5%
ORCL Oracle Corp. 0.18% 2,903 $427K Add +7.0%
MCD McDonald's Corp. 0.17% 1,291 $401K No change
IWM iShares Russell 2000 ETF 0.17% 1,596 $396K Reduce -3.2%
VCSH Vanguard S/T Corp. Bond ETF 0.16% 4,683 $371K Reduce -2.7%
RSP Invesco S&P 500 Equal Weight 0.15% 1,844 $354K New
XLC SS Comm Select Sector SPDR 0.15% 3,151 $349K Add +0.1%
IBIT iShares Bitcoin Trust ETF 0.14% 8,721 $335K Reduce -8.6%
COP Conocophillips 0.14% 2,517 $332K Add +2.7%
JEPI JPMorgan Equity Premium Inco 0.14% 5,828 $330K Add +18.3%
BUG Global X Cybersecurity ETF 0.14% 12,880 $323K Add +21.4%
VYM Vanguard High DVD Yield ETF 0.13% 2,076 $307K Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 6,110 $298K Add +8.9%

Show all 126 holdings

Portfolio Sells Q4 2025 → Q1 2026
GOOGL Alphabet Inc. Class A Reduce -55.8% 0.44% −0.68
AAPL Apple Inc. Reduce -0.4% 3.36% −0.39
AMD Advanced Micro Devices Reduce -0.4% 3.65% −0.35
LRCX Lam Research Corp. Reduce -58.4% 0.25% −0.25
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -0.7% 2.24% −0.12
RDVI FT Vest Rising Dividend Achi Sold out 0.00% −0.11
TSCO Tractor Supply Company Sold out 0.00% −0.10
VBK Van Morst SML-Cap Gro-Usd Inc. Sold out 0.00% −0.09
FICS FT International Dev Cap STR Reduce -0.6% 1.07% −0.08
DKNG Draftkings Inc. Class A Reduce -3.7% 0.10% −0.07
IBIT iShares Bitcoin Trust ETF Reduce -8.6% 0.14% −0.07
DVN Devon Energy Corp. Reduce -41.5% 0.19% −0.06
USB US Bancorp Reduce -0.7% 0.75% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -1.2% 0.46% −0.04
MDY State Street SPDR S&P Midcap Reduce -0.7% 1.91% −0.04
IJR iShares Core S&P Small-Cap E Reduce -1.4% 1.60% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -2.5% 0.57% −0.02
RCL Royal Caribbean Cruises Ltd. Reduce -2.7% 0.21% −0.02
ZM Zoom Communications Inc. Reduce -3.7% 0.09% −0.01
NUW Nuveen Amt-Free Muni Val Reduce -1.8% 0.26% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.2% 1.02% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -2.7% 0.16% −0.01
IWM iShares Russell 2000 ETF Reduce -3.2% 0.17% −0.01
PFF iShares Preferred & Income S Reduce -2.3% 0.10% −0.01
CFFN Capitol Federal Financial Inc. Reduce -8.1% 0.04% −0.00
XLP SS Consumer Staples Sel Sect Reduce -0.1% 0.51% +0.01
OGS One Gas Inc. Reduce -1.2% 0.23% +0.01
FEM First Trust Emerging Markets Reduce -2.1% 0.86% +0.03
MU Micron Technology Inc. Reduce -10.2% 2.99% +0.08
XLE SS Energy Select Sector Reduce -3.3% 1.05% +0.23
SCHD Schwab US DVD Equity ETF Reduce -2.2% 4.98% +0.26
XOM Exxon Mobil Corp. Reduce -0.1% 1.03% +0.27

Portfolio Buys Q4 2025 → Q1 2026
QCOM Qualcomm Inc. New 0.58% +0.58
AVUV Avantis US Small Cap Value Add +4.2% 5.54% +0.45
CGDV Cap Group Dividend Value New 0.35% +0.35
DIVI Franklin International Core Add +26.9% 1.43% +0.29
OKE Oneok Inc. Add +0.6% 1.37% +0.22
FEGE First Eagle GL Equity ETF Add +67.0% 0.52% +0.20
RSP Invesco S&P 500 Equal Weight New 0.15% +0.15
SPY SS SPDR S&P 500 ETF Trust-US Add +24.8% 1.11% +0.14
SOXX iShares Semiconductor ETF Add +1.4% 2.21% +0.14
AVLV Avantis US Large Cap Value Add +3.3% 2.40% +0.14
TBUX T Rowe Price Ultra Short-Ter Add +91.7% 0.26% +0.12
COST Costco Wholesale Corp. Add +0.8% 0.85% +0.09
NKE Nike Inc. Class B New 0.09% +0.09
TSM Taiwan Semiconductor-SP ADR New 0.09% +0.09
XLU St Sr Utl SL SE SPDR ETF-Usd Add +3.7% 1.25% +0.09
EVRG Evergy Inc. New 0.09% +0.09
URA Global X Uranium ETF Add +53.3% 0.21% +0.09
CVX Chevron Corp. Add +3.5% 0.29% +0.08
QGRO American Century US Quality Add +75.5% 0.20% +0.07
SLYG SS SPDR S&P 600 SC GR ETF Add +4.1% 2.10% +0.06
IAU iShares Gold Trust Add +23.0% 0.26% +0.06
AMZN Amazon.com Inc. Add +20.5% 1.00% +0.05
WMT Walmart Inc. Add +23.1% 0.19% +0.05
DBMF Imgp Dbi MFT STR ETF-Usd Inc. Add +0.4% 1.04% +0.04
IWR iShares Russell Mid-Cap ETF Add +15.7% 0.36% +0.04
COP Conocophillips Add +2.7% 0.14% +0.04
XLI SS Industrial Select Sector Add +21.6% 0.20% +0.04
PVAL Putnam Focused LRG Cap Value Add +2.9% 3.06% +0.03
CEF Sprott Physical Gold and Sil Add +9.8% 0.34% +0.03
JNJ Johnson & Johnson Add +0.1% 0.20% +0.03
JEPI JPMorgan Equity Premium Inco Add +18.3% 0.14% +0.02
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.4% 2.27% +0.02
SCHF Schwab Intl Equity ETF Add +7.0% 0.25% +0.02
FITB Fifth Third Bancorp Add +8.3% 0.39% +0.01
RTX RTX Corp. Add +0.3% 0.57% +0.01
EFA iShares MSCI Eafe ETF Add +12.5% 0.11% +0.01
CP Canadian Pacific Kansas City Add +1.6% 0.21% +0.01
PEP Pepsico Inc. Add +0.5% 0.19% +0.01
SCHG Schwab US Large-Cap Growth Add +16.6% 1.70% +0.01
VMBS Vanguard Mortgage-Backed Sec Add +5.5% 0.49% +0.01
TCAF T Rowe PRC Cap Appreciation Add +12.7% 0.35% +0.00
SDY SS SPDR S&P Dividend ETF Add +0.6% 0.19% +0.00
UNP Union Pacific Corp. Add +0.4% 0.19% +0.00
PG The Procter & Gamble Co. Add +4.1% 0.23% +0.00
VYM Vanguard High DVD Yield ETF Add +0.3% 0.13% −0.00
XLF SS Financial Select Sector Add +13.8% 0.10% −0.00
SPLV Invesco S&P 500 Low Volatili Add +0.7% 0.57% −0.00
XLK SS Technology Select Sector Add +9.0% 0.12% −0.00
AFL Aflac Inc. Add +0.1% 0.10% −0.00
JPM JPMorgan Chase & Co. Add +9.5% 0.13% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 136$285.1MIVW, AVUV, QQQ, AMD, SCHD
Q1 2026 126$234.5MIVW, AVUV, SCHD, QQQ, AMD
Q4 2025 123$226.4MIVW, AVUV, QQQ, SCHD, AMD
Q3 2025 121$209.8MSCHD, IVW, AVUV, QQQ, AAPL
Q2 2025 114$190.2MSCHD, IVW, AVUV, QQQ, AAPL
Q1 2025 108$172.1MSCHD, IVW, AVUV, AAPL, LQD
Q4 2024 111$174.1MIVW, SCHD, AAPL, AVUV, RDVI
Q3 2024 109$170.3MSCHD, IVW, AAPL, AVUV, AMD
Q2 2024 105$157.2MSCHD, IVW, AAPL, AMD, RDVI
Q1 2024 104$148.8MSCHD, AMD, IVW, AAPL, RDVI