MIdWestOne Financial Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), MIdWestOne Financial Group, Inc. reported 305 stock positions worth $900.5 million. Its top holding was Midwestone Financial Group I (MOFG) at 17.3% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 3.9%) and Apple (AAPL, 3.9%). Compared with Q3 2025, it opened 23 new positions, sold out of 20, added to 83 and reduced 132. The biggest buy was iShares National Muni Bond E (MUB, shares +394%) and the biggest sale F/M US Treasury 10 Year Note (UTEN, shares −85%).
- Most Recent 13F
- Q4 2025
- Location
- Iowa City, IA
- CIK
- 0001412665
- Portfolio Value
- $900.5M (Q4 2025)
- SEC Filing
- 0001412665-26-000010 ↗ filed Feb 12, 2026
Holdings Value
Holdings 305 stocks · $900.5M
| MOFG Midwestone Financial Group I | 17.34% | 4,054,459 | $156.1M | Reduce -0.0% |
| SCHV Schwab US Large-Cap Value | 3.91% | 1,189,268 | $35.2M | Add +3.4% |
| AAPL Apple Inc. | 3.90% | 129,033 | $35.1M | Reduce -2.4% |
| VONG Vanguard Russell 1000 Growth | 3.57% | 264,062 | $32.1M | Add +1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.75% | 309,089 | $24.8M | Add +2.4% |
| MUB iShares National Muni Bond E | 2.70% | 227,052 | $24.3M | Add +394.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.67% | 268,262 | $24.0M | Add +2.9% |
| SCHB Schwab US Broad Market ETF | 2.10% | 720,616 | $18.9M | Add +19.2% |
| SPAB SS SPDR P Agg Bond ETF | 1.81% | 631,343 | $16.3M | Add +28.6% |
| VCLT Vanguard Long-Term Corp. Bond | 1.75% | 208,197 | $15.8M | Reduce -15.6% |
| AGG iShares Core U.S. Aggregate | 1.62% | 145,786 | $14.6M | Reduce -5.1% |
| MSFT Microsoft Corp. | 1.58% | 29,487 | $14.3M | Reduce -2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.58% | 178,381 | $14.2M | Add +34.6% |
| MU Micron Technology Inc. | 1.17% | 36,909 | $10.5M | Reduce -40.3% |
| JPM JPMorgan Chase & Co. | 1.07% | 29,866 | $9.6M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.84% | 24,121 | $7.6M | Reduce -6.5% |
| ABBV Abbvie Inc. | 0.80% | 31,422 | $7.2M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.77% | 6,414 | $6.9M | Add +1.0% |
| META Meta Platforms Inc. Class A | 0.73% | 9,989 | $6.6M | Add +7.1% |
| AVGO Broadcom Inc. | 0.73% | 18,996 | $6.6M | Reduce -9.2% |
| MLN Vaneck Long Muni ETF | 0.72% | 369,222 | $6.5M | Add +9.2% |
| UMBF Umb Financial Corp. | 0.71% | 55,956 | $6.4M | Reduce -0.3% |
| UAL United Airlines Holdings Inc. | 0.64% | 51,294 | $5.7M | Reduce -7.8% |
| AMZN Amazon.com Inc. | 0.63% | 24,504 | $5.7M | Add +7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 11,135 | $5.6M | Reduce -5.0% |
| JAZZ Jazz Pharmaceuticals PLC | 0.62% | 32,855 | $5.6M | Reduce -16.3% |
| VUSB Vanguard Ultra Short Bond Et | 0.59% | 107,413 | $5.4M | New |
| JNJ Johnson & Johnson | 0.59% | 25,794 | $5.3M | Reduce -2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 7,753 | $5.3M | No change |
| UTHR United Therapeutics Corp. | 0.58% | 10,704 | $5.2M | Add +13.3% |
| ABT Abbott Laboratories | 0.54% | 38,580 | $4.8M | Reduce -2.6% |
| VCIT Vanguard Int-Term Corporate | 0.53% | 56,665 | $4.7M | Add +7.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.52% | 110,452 | $4.7M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.52% | 105,611 | $4.7M | Add +16.2% |
| URI United Rentals Inc. | 0.51% | 5,628 | $4.6M | Reduce -4.3% |
| CAT Caterpillar Inc. | 0.50% | 7,927 | $4.5M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.50% | 23,096 | $4.5M | Reduce -4.9% |
| GOOGL Alphabet Inc. Class A | 0.50% | 14,274 | $4.5M | Reduce -7.2% |
| IVV iShares Core S&P 500 ETF | 0.49% | 6,452 | $4.4M | No change |
| FRMI Fermi Inc. | 0.48% | 545,474 | $4.4M | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.48% | 94,731 | $4.3M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.47% | 14,734 | $4.3M | Add +6.3% |
| DIVB iShares Core Dividend ETF | 0.45% | 76,320 | $4.1M | Reduce -3.7% |
| BG Bunge Global SA | 0.45% | 45,102 | $4.0M | Reduce -15.8% |
| XOM Exxon Mobil Corp. | 0.44% | 33,202 | $4.0M | Reduce -11.8% |
| LDOS Leidos Holdings Inc. | 0.44% | 21,927 | $4.0M | Add +2.2% |
| WAL Western Alliance Bancorp | 0.44% | 46,799 | $3.9M | Add +28.0% |
| MCK McKesson Corp. | 0.43% | 4,733 | $3.9M | Reduce -1.9% |
| T AT&T Inc. | 0.43% | 155,471 | $3.9M | Add +2.8% |
| JEPI JPMorgan Equity Premium Inco | 0.42% | 66,708 | $3.8M | Reduce -19.0% |
| SMB Vaneck Short Muni ETF | 0.40% | 206,858 | $3.6M | Reduce -3.4% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 6,073 | $3.5M | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.38% | 44,559 | $3.4M | Reduce -5.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.38% | 76,312 | $3.4M | Add +1.2% |
| WMT Walmart Inc. | 0.38% | 30,384 | $3.4M | Add +0.1% |
| GM General Motors Co. | 0.37% | 41,053 | $3.3M | Reduce -7.4% |
| V Visa Inc. Class A | 0.36% | 9,330 | $3.3M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.36% | 22,623 | $3.2M | Reduce -2.6% |
| AON Aon PLC Class A | 0.36% | 9,103 | $3.2M | No change |
| IEMG iShares Core MSCI Emerging | 0.35% | 46,988 | $3.2M | Reduce -3.7% |
| CVX Chevron Corp. | 0.35% | 20,535 | $3.1M | Reduce -12.8% |
| NVDA Nvidia Corp. | 0.34% | 16,234 | $3.0M | Add +27.6% |
| PFF iShares Preferred & Income S | 0.33% | 95,748 | $3.0M | Add +5.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 9,771 | $2.9M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.32% | 29,835 | $2.9M | Add +19.2% |
| DAR Darling Ingredients Inc. | 0.32% | 79,578 | $2.9M | Reduce -17.3% |
| LNT Alliant Energy Corp. | 0.30% | 41,859 | $2.7M | Reduce -0.3% |
| NRG NRG Energy Inc. | 0.30% | 17,078 | $2.7M | Reduce -14.6% |
| SIG Signet Jewelers Ltd. | 0.30% | 32,757 | $2.7M | Reduce -19.2% |
| IUSG iShares Core S&P U.S. Growth | 0.30% | 16,137 | $2.7M | Add +0.8% |
| GGG Graco Inc. | 0.30% | 33,000 | $2.7M | No change |
| HD Home Depot Inc. | 0.30% | 7,767 | $2.7M | Reduce -4.5% |
| C Citigroup Inc. | 0.29% | 22,015 | $2.6M | Reduce -0.0% |
| ET Energy Transfer LP | 0.28% | 151,541 | $2.5M | Reduce -16.6% |
| BA The Boeing Co. | 0.28% | 11,500 | $2.5M | Add +7.6% |
| VOO Vanguard S&P 500 ETF | 0.27% | 3,915 | $2.5M | Reduce -3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 9,311 | $2.4M | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 3,884 | $2.4M | No change |
| DELL Dell Technologies -C | 0.26% | 18,611 | $2.3M | Reduce -17.7% |
| GPN Global Payments Inc. | 0.26% | 30,157 | $2.3M | Reduce -48.2% |
| JPLD JPMorgan Ltd. Duration ETF | 0.25% | 43,841 | $2.3M | Add +16.6% |
| ALL Allstate Corp. | 0.25% | 11,022 | $2.3M | Reduce -1.3% |
| INTC Intel Corp. | 0.25% | 61,700 | $2.3M | Reduce -3.0% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 7,361 | $2.3M | Add +4.8% |
| JMUB JPMorgan Municipal ETF | 0.25% | 44,531 | $2.2M | Add +1001.7% |
| DAL Delta Air Lines Inc. | 0.25% | 32,168 | $2.2M | Reduce -24.5% |
| DE Deere & Co. | 0.25% | 4,794 | $2.2M | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 13,665 | $2.2M | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.23% | 51,066 | $2.1M | Reduce -0.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 35,161 | $2.0M | Add +1.0% |
| PM Philip Morris International | 0.23% | 12,680 | $2.0M | Reduce -1.1% |
| MBB iShares MBS ETF | 0.23% | 21,334 | $2.0M | Add +15.7% |
| SYF Synchrony Financial | 0.22% | 24,172 | $2.0M | Reduce -6.5% |
| FEZ State Street SPDR Euro Stoxx | 0.22% | 31,157 | $2.0M | Reduce -7.8% |
| BSX Boston Scientific Corp. | 0.22% | 20,718 | $2.0M | Add +18.5% |
| GS Goldman Sachs Group Inc. | 0.22% | 2,230 | $2.0M | Reduce -6.5% |
| SCHF Schwab Intl Equity ETF | 0.21% | 79,156 | $1.9M | No change |
| BCS Barclays PLC-Spons ADR | 0.21% | 73,877 | $1.9M | Reduce -19.9% |
| MET Metlife Inc. | 0.21% | 23,817 | $1.9M | Reduce -13.8% |
| SVIX -1X Short Vix Futures ETF | 0.21% | 76,572 | $1.9M | New |
Portfolio Sells Q3 2025 → Q4 2025
| UTEN F/M US Treasury 10 Year Note | Reduce -84.9% | 0.12% | −0.77 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -15.6% | 1.75% | −0.57 |
| SGRY Surgery Partners Inc. | Sold out | 0.00% | −0.42 |
| ORCL Oracle Corp. | Reduce -4.9% | 0.50% | −0.33 |
| GPN Global Payments Inc. | Reduce -48.2% | 0.26% | −0.33 |
| MSFT Microsoft Corp. | Reduce -2.3% | 1.58% | −0.31 |
| AGG iShares Core U.S. Aggregate | Reduce -5.1% | 1.62% | −0.25 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.23 |
| AAPL Apple Inc. | Reduce -2.4% | 3.90% | −0.19 |
| URI United Rentals Inc. | Reduce -4.3% | 0.51% | −0.18 |
| SIG Signet Jewelers Ltd. | Reduce -19.2% | 0.30% | −0.17 |
| JEPI JPMorgan Equity Premium Inco | Reduce -19.0% | 0.42% | −0.15 |
| DELL Dell Technologies -C | Reduce -17.7% | 0.26% | −0.13 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -33.4% | 0.19% | −0.13 |
| SCHP Schwab U.S. Tips ETF | Reduce -43.4% | 0.12% | −0.11 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.11 |
| AVGO Broadcom Inc. | Reduce -9.2% | 0.73% | −0.11 |
| ABT Abbott Laboratories | Reduce -2.6% | 0.54% | −0.11 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Reduce -4.5% | 0.30% | −0.10 |
| ET Energy Transfer LP | Reduce -16.6% | 0.28% | −0.10 |
| CVX Chevron Corp. | Reduce -12.8% | 0.35% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.0% | 0.62% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 1.07% | −0.09 |
| UMBF Umb Financial Corp. | Reduce -0.3% | 0.71% | −0.09 |
| NRG NRG Energy Inc. | Reduce -14.6% | 0.30% | −0.09 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.80% | −0.09 |
| MU Micron Technology Inc. | Reduce -40.3% | 1.17% | −0.09 |
| BG Bunge Global SA | Reduce -15.8% | 0.45% | −0.08 |
| SNY Sanofi-ADR | Reduce -44.5% | 0.09% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 0.36% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -11.8% | 0.44% | −0.07 |
| MET Metlife Inc. | Reduce -13.8% | 0.21% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.07 |
| K Kellanova | Sold out | 0.00% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.1% | 0.52% | −0.06 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.06 |
| SMB Vaneck Short Muni ETF | Reduce -3.4% | 0.40% | −0.05 |
| DIVB iShares Core Dividend ETF | Reduce -3.7% | 0.45% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -25.4% | 0.11% | −0.05 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.05 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -23.4% | 0.13% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -1.7% | 0.15% | −0.05 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.05 |
| VALE Vale SA-SP ADR | Reduce -26.4% | 0.19% | −0.05 |
| DAL Delta Air Lines Inc. | Reduce -24.5% | 0.25% | −0.05 |
| VLO Valero Energy Corp. | Reduce -13.2% | 0.14% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| MUB iShares National Muni Bond E | Add +394.4% | 2.70% | +2.11 |
| VUSB Vanguard Ultra Short Bond Et | New | 0.59% | +0.59 |
| FRMI Fermi Inc. | New | 0.48% | +0.48 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +34.6% | 1.58% | +0.29 |
| SPAB SS SPDR P Agg Bond ETF | Add +28.6% | 1.81% | +0.26 |
| JMUB JPMorgan Municipal ETF | Add +1001.7% | 0.25% | +0.23 |
| SCHB Schwab US Broad Market ETF | Add +19.2% | 2.10% | +0.21 |
| SVIX -1X Short Vix Futures ETF | New | 0.21% | +0.21 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.77% | +0.18 |
| FOUR SHIFT4 Payments Inc. Class A | Add +577.0% | 0.15% | +0.12 |
| SLNO Soleno Therapeutics Inc. | New | 0.11% | +0.11 |
| UTHR United Therapeutics Corp. | Add +13.3% | 0.58% | +0.10 |
| ALK Alaska Air Group Inc. | Add +213.9% | 0.15% | +0.10 |
| URNM Sprott Uranium Miners ETF | New | 0.09% | +0.09 |
| ASND Ascendis Pharma A/S | New | 0.07% | +0.07 |
| KWEB Kranesh Csi China Internet | New | 0.07% | +0.07 |
| WAL Western Alliance Bancorp | Add +28.0% | 0.44% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +43.7% | 0.16% | +0.05 |
| CCL Carnival Corp. | Add +161.1% | 0.08% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +16.2% | 0.52% | +0.05 |
| NVDA Nvidia Corp. | Add +27.6% | 0.34% | +0.05 |
| TEVA Teva Pharmaceutical-SP ADR | New | 0.04% | +0.04 |
| CRM Salesforce Inc. | Add +23.4% | 0.18% | +0.04 |
| HYD Vaneck High Yield Muni ETF | New | 0.04% | +0.04 |
| SYK Stryker Corp. | Add +126.2% | 0.07% | +0.04 |
| HRMY Harmony Biosciences Holdings | New | 0.04% | +0.04 |
| TLN Talen Energy Corp. | Add +74.0% | 0.12% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| MOD Modine Manufacturing Co. | New | 0.04% | +0.04 |
| WIX Wix.com Ltd. | New | 0.03% | +0.03 |
| OMC Omnicom Group | New | 0.03% | +0.03 |
| ADBE Adobe Inc. | Add +55.4% | 0.11% | +0.03 |
| WFC Wells Fargo & Co. | New | 0.03% | +0.03 |
| EMB iShares JP Morgan Usd Emergi | Add +19.2% | 0.32% | +0.03 |
| HUBB Hubbell Inc. | New | 0.03% | +0.03 |
| VST Vistra Corp. | Add +75.4% | 0.11% | +0.03 |
| GMED Globus Medical Inc. Class A | New | 0.03% | +0.03 |
| RKLB Rocket Lab Corp. | New | 0.03% | +0.03 |
| INVESCO EXCH TRADED FD TR II | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | Add +143.3% | 0.05% | +0.03 |
| COHR Coherent Corp. | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | New | 0.02% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| HUBS HubSpot Inc. | Add +143.0% | 0.05% | +0.02 |
| COP Conocophillips | Add +27.5% | 0.17% | +0.02 |
| FLEX Flex Ltd. | New | 0.02% | +0.02 |
| THC Tenet Healthcare Corp. | Add +35.4% | 0.13% | +0.02 |
| AMZN Amazon.com Inc. | Add +7.6% | 0.63% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +53.6% | 0.06% | +0.02 |
| FDX FedEx Corp. | Add +15.6% | 0.08% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 305 | $900.5M | MOFG, SCHV, AAPL, VONG, SPYM |
| Q3 2025 | 302 | $823.4M | MOFG, AAPL, SCHV, VONG, SPYM |
| Q2 2025 | 296 | $770.2M | MOFG, SCHV, VONG, AAPL, SPYM |
| Q1 2025 | 280 | $704.1M | MOFG, SCHV, AAPL, VONG, VCLT |
| Q4 2024 | 282 | $712.1M | MOFG, AAPL, SCHV, VONG, VCLT |
| Q3 2024 | 290 | $724.6M | MOFG, AAPL, SCHV, VONG, VCLT |
| Q2 2024 | 286 | $554.6M | MOFG, AAPL, MSFT, VONG, VCLT |
| Q1 2024 | 291 | $556.6M | MOFG, AAPL, MSFT, VCLT, ABBV |