Midwestern Financial, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 28, 2025), Midwestern Financial, LLC reported 54 stock positions worth $106.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.4% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 7.0%) and American Century Focused Lar (FLV, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- IOWA CITY, IA
- CIK
- 0002083276
- Portfolio Value
- $106.7M (Q2 2025)
- SEC Filing
- 0002063364-25-000216 ↗ filed Aug 28, 2025
Holdings Value
Holdings 54 stocks · $106.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.44% | 12,849 | $7.9M | — |
| AGG iShares Core U.S. Aggregate | 7.04% | 75,693 | $7.5M | — |
| FLV American Century Focused Lar | 6.65% | 101,598 | $7.1M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 5.64% | 34,022 | $6.0M | — |
| SCHB Schwab US Broad Market ETF | 5.59% | 249,976 | $6.0M | — |
| AVDE Avantis International Equity | 4.65% | 66,986 | $5.0M | — |
| AVEM Avantis Emerging Markets Eq | 4.55% | 70,822 | $4.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 4.37% | 15,349 | $4.7M | — |
| ACWX iShares MSCI Acwi Ex US ETF | 4.34% | 75,960 | $4.6M | — |
| VEA Vanguard Ftse Developed ETF | 3.15% | 59,013 | $3.4M | — |
| JPST JPMorgan Ultra-Short Income | 3.11% | 65,491 | $3.3M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.89% | 15,812 | $3.1M | — |
| VT Vanguard Tot World STK ETF | 2.55% | 21,156 | $2.7M | — |
| VGSH Vanguard Short-Term Treasury | 2.42% | 43,869 | $2.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.27% | 4,385 | $2.4M | — |
| META Meta Platforms Inc. Class A | 2.26% | 3,272 | $2.4M | — |
| IAGG iShares Intl Aggregate Bond | 2.24% | 46,792 | $2.4M | — |
| QUAL iShares MSCI USA Quality Fac | 1.92% | 11,185 | $2.0M | — |
| SUB iShares Short-Term National | 1.86% | 18,619 | $2.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.70% | 36,909 | $1.8M | — |
| VIG Vanguard Dividend Apprec ETF | 1.50% | 7,842 | $1.6M | — |
| VWO Vanguard Ftse Emerging Marke | 1.46% | 31,517 | $1.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.34% | 2,938 | $1.4M | — |
| NVDA Nvidia Corp. | 1.29% | 8,699 | $1.4M | — |
| ROP Roper Technologies Inc. | 1.24% | 2,338 | $1.3M | — |
| TAXF American Century Diver Muni | 1.15% | 25,155 | $1.2M | — |
| SHYD Vaneck SH Hi YLD Muni | 1.08% | 50,893 | $1.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.08% | 4,099 | $1.1M | — |
| SCHA Schwab US Small-Cap ETF | 1.06% | 44,517 | $1.1M | — |
| SBUX Starbucks Corp. | 1.00% | 11,590 | $1.1M | — |
| MUB iShares National Muni Bond E | 0.97% | 9,953 | $1.0M | — |
| AAPL Apple Inc. | 0.90% | 4,682 | $961K | — |
| XLI SS Industrial Select Sector | 0.88% | 6,395 | $943K | — |
| VGT Vanguard Info Tech ETF | 0.77% | 1,232 | $817K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.67% | 6,529 | $716K | — |
| AMZN Amazon.com Inc. | 0.58% | 2,826 | $620K | — |
| BBCB JPMorgan Betabuilders Usd Inc. | 0.58% | 13,454 | $615K | — |
| MSFT Microsoft Corp. | 0.55% | 1,181 | $587K | — |
| ACWI iShares MSCI Acwi ETF | 0.54% | 4,488 | $577K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.47% | 9,880 | $503K | — |
| BBHY JPMorgan Betabuilders Usd Hi | 0.46% | 10,414 | $486K | — |
| WMT Walmart Inc. | 0.41% | 4,439 | $434K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.40% | 1,806 | $428K | — |
| VTIP Vanguard Short-Term Tips | 0.38% | 8,024 | $403K | — |
| TEL Te Connectivity PLC | 0.37% | 2,318 | $391K | — |
| HDV iShares Core High Dividend E | 0.33% | 2,962 | $347K | — |
| XLB SS Materials Select Sector | 0.32% | 3,897 | $342K | — |
| BND Vanguard Total Bond Market | 0.29% | 4,234 | $312K | — |
| VTES Vanguard SH Term Tax-Ex Bond | 0.28% | 2,925 | $295K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.23% | 4,573 | $249K | — |
| COST Costco Wholesale Corp. | 0.21% | 223 | $221K | — |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,230 | $217K | — |
| VSS Vanguard Ftse All Wo X-US SC | 0.19% | 1,538 | $207K | — |
| TSLA Tesla Inc. | 0.19% | 630 | $200K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.