MIdWestOne Financial Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), MIdWestOne Financial Group, Inc. reported 280 stock positions worth $704.1 million. Its top holding was Midwestone Financial Group I (MOFG) at 17.1% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 4.3%) and Apple (AAPL, 4.2%). Compared with Q4 2024, it opened 20 new positions, sold out of 22, added to 103 and reduced 102. The biggest buy was a new position in Umb Financial (UMBF) and the biggest sale an exit from Heartland Financial USA (HTLF).
- Most Recent 13F
- Q4 2025
- Location
- Iowa City, IA
- CIK
- 0001412665
- Portfolio Value
- $704.1M (Q1 2025)
- SEC Filing
- 0001420506-25-001302 ↗ filed May 15, 2025
Holdings Value
Holdings 280 stocks · $704.1M
| MOFG Midwestone Financial Group I | 17.07% | 4,059,787 | $120.2M | Reduce -0.8% |
| SCHV Schwab US Large-Cap Value | 4.33% | 1,147,810 | $30.5M | Add +1.8% |
| AAPL Apple Inc. | 4.21% | 133,327 | $29.6M | Reduce -2.5% |
| VONG Vanguard Russell 1000 Growth | 3.48% | 264,075 | $24.5M | Add +1.8% |
| VCLT Vanguard Long-Term Corp. Bond | 3.21% | 297,849 | $22.6M | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.88% | 308,182 | $20.3M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.52% | 234,514 | $17.7M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 1.85% | 131,851 | $13.0M | Add +0.2% |
| MSFT Microsoft Corp. | 1.63% | 30,581 | $11.5M | Reduce -0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.49% | 132,700 | $10.5M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 1.05% | 30,237 | $7.4M | Reduce -0.1% |
| ABBV Abbvie Inc. | 1.02% | 34,277 | $7.2M | Reduce -6.1% |
| JEPI JPMorgan Equity Premium Inco | 0.90% | 111,340 | $6.4M | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 11,032 | $5.9M | Add +4.3% |
| MU Micron Technology Inc. | 0.82% | 66,074 | $5.7M | Add +25.4% |
| UMBF Umb Financial Corp. | 0.81% | 56,121 | $5.7M | New |
| ABT Abbott Laboratories | 0.76% | 40,154 | $5.3M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.74% | 6,320 | $5.2M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.71% | 8,699 | $5.0M | Reduce -5.5% |
| DE Deere & Co. | 0.65% | 9,784 | $4.6M | Add +0.3% |
| VGLT Vanguard Long-Term Treasury | 0.65% | 79,127 | $4.6M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.64% | 37,795 | $4.5M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 7,820 | $4.4M | No change |
| T AT&T Inc. | 0.61% | 151,593 | $4.3M | Reduce -28.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.58% | 52,135 | $4.1M | Add +5.6% |
| PG The Procter & Gamble Co. | 0.57% | 23,427 | $4.0M | Reduce -26.2% |
| CVX Chevron Corp. | 0.56% | 23,510 | $3.9M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.56% | 25,138 | $3.9M | Add +1.9% |
| VCIT Vanguard Int-Term Corporate | 0.56% | 47,876 | $3.9M | Add +0.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.55% | 35,588 | $3.9M | Add +32.4% |
| MCK McKesson Corp. | 0.55% | 5,746 | $3.9M | Reduce -26.7% |
| AMZN Amazon.com Inc. | 0.55% | 20,298 | $3.9M | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.55% | 23,261 | $3.9M | Add +1.4% |
| UAL United Airlines Holdings Inc. | 0.54% | 55,560 | $3.8M | Add +14.0% |
| SIG Signet Jewelers Ltd. | 0.53% | 63,725 | $3.7M | Add +161.5% |
| URI United Rentals Inc. | 0.52% | 5,888 | $3.7M | Reduce -1.1% |
| DIVB iShares Core Dividend ETF | 0.52% | 75,276 | $3.7M | Add +11.4% |
| IVV iShares Core S&P 500 ETF | 0.52% | 6,492 | $3.6M | No change |
| AON Aon PLC Class A | 0.52% | 9,103 | $3.6M | No change |
| LDOS Leidos Holdings Inc. | 0.51% | 26,861 | $3.6M | Add +35.4% |
| AVGO Broadcom Inc. | 0.51% | 21,331 | $3.6M | Reduce -20.7% |
| ORCL Oracle Corp. | 0.50% | 25,237 | $3.5M | Add +1.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.49% | 94,731 | $3.4M | Add +8.6% |
| MLN Vaneck Long Muni ETF | 0.46% | 184,507 | $3.2M | Reduce -0.2% |
| V Visa Inc. Class A | 0.45% | 9,025 | $3.2M | Add +0.2% |
| MUB iShares National Muni Bond E | 0.45% | 29,777 | $3.1M | Reduce -0.2% |
| STZ Constellation Brands Inc. Class A | 0.44% | 17,002 | $3.1M | Add +25.4% |
| AES AES Corp. | 0.44% | 250,819 | $3.1M | Add +390.3% |
| LNT Alliant Energy Corp. | 0.44% | 47,989 | $3.1M | Reduce -1.5% |
| HD Home Depot Inc. | 0.43% | 8,331 | $3.1M | Add +0.1% |
| BG Bunge Global SA | 0.43% | 39,518 | $3.0M | Add +134.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 11,606 | $3.0M | No change |
| IEMG iShares Core MSCI Emerging | 0.42% | 55,320 | $3.0M | Reduce -8.1% |
| SMB Vaneck Short Muni ETF | 0.42% | 170,789 | $2.9M | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.41% | 47,012 | $2.9M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.41% | 18,529 | $2.9M | Reduce -6.5% |
| DIVO Amplify CWP Enhan Divid ETF | 0.41% | 70,217 | $2.9M | Reduce -22.9% |
| PFF iShares Preferred & Income S | 0.40% | 91,235 | $2.8M | Reduce -23.3% |
| GGG Graco Inc. | 0.39% | 33,000 | $2.8M | Reduce -0.1% |
| GPN Global Payments Inc. | 0.38% | 27,679 | $2.7M | Add +4.3% |
| SGRY Surgery Partners Inc. | 0.38% | 112,553 | $2.7M | Add +302.2% |
| CAT Caterpillar Inc. | 0.37% | 7,987 | $2.6M | Add +0.9% |
| JAZZ Jazz Pharmaceuticals PLC | 0.36% | 20,517 | $2.5M | Reduce -15.7% |
| WMT Walmart Inc. | 0.36% | 28,971 | $2.5M | Add +1.0% |
| GM General Motors Co. | 0.36% | 53,533 | $2.5M | Add +19.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 9,762 | $2.4M | Reduce -0.3% |
| ALL Allstate Corp. | 0.34% | 11,513 | $2.4M | Add +0.8% |
| VZ Verizon Communications Inc. | 0.34% | 52,085 | $2.4M | Reduce -16.3% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 4,645 | $2.3M | Reduce -0.2% |
| IUSG iShares Core S&P U.S. Growth | 0.33% | 18,087 | $2.3M | Reduce -12.7% |
| MET Metlife Inc. | 0.32% | 28,472 | $2.3M | Reduce -24.7% |
| VOO Vanguard S&P 500 ETF | 0.32% | 4,424 | $2.3M | Reduce -14.6% |
| UNH Unitedhealth Group Inc. | 0.30% | 4,073 | $2.1M | Add +13.5% |
| BCS Barclays PLC-Spons ADR | 0.30% | 138,460 | $2.1M | Reduce -24.7% |
| DOC Healthpeak Properties Inc. | 0.30% | 104,089 | $2.1M | Add +26.5% |
| JPLD JPMorgan Ltd. Duration ETF | 0.29% | 39,359 | $2.0M | Reduce -2.7% |
| PM Philip Morris International | 0.29% | 12,855 | $2.0M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.28% | 22,047 | $2.0M | Add +0.5% |
| COP Conocophillips | 0.28% | 18,838 | $2.0M | Add +49.3% |
| DAL Delta Air Lines Inc. | 0.28% | 45,215 | $2.0M | Reduce -15.9% |
| NRG NRG Energy Inc. | 0.28% | 20,394 | $1.9M | Add +1.0% |
| VALE Vale SA-SP ADR | 0.27% | 193,534 | $1.9M | Add +136.6% |
| COST Costco Wholesale Corp. | 0.26% | 1,963 | $1.9M | Add +1.4% |
| MBB iShares MBS ETF | 0.26% | 19,592 | $1.8M | Reduce -1.5% |
| SCHF Schwab Intl Equity ETF | 0.25% | 89,980 | $1.8M | Reduce -7.6% |
| INTC Intel Corp. | 0.25% | 77,964 | $1.8M | Reduce -1.6% |
| THC Tenet Healthcare Corp. | 0.25% | 13,011 | $1.7M | Add +10.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 7,048 | $1.7M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 7,758 | $1.7M | No change |
| BA The Boeing Co. | 0.24% | 10,079 | $1.7M | Add +1.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 10,662 | $1.7M | Add +1.8% |
| C Citigroup Inc. | 0.24% | 24,110 | $1.7M | Add +163.3% |
| DELL Dell Technologies -C | 0.24% | 18,687 | $1.7M | New |
| SMMD iShares Russell 2500 ETF | 0.24% | 27,226 | $1.7M | Add +11.8% |
| PEP Pepsico Inc. | 0.24% | 11,269 | $1.7M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 3,600 | $1.7M | Reduce -2.7% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 27,640 | $1.7M | Add +2.1% |
| CRM Salesforce Inc. | 0.24% | 6,193 | $1.7M | Reduce -9.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 31,840 | $1.6M | New |
| WAL Western Alliance Bancorp | 0.23% | 21,096 | $1.6M | Reduce -20.8% |
Portfolio Sells Q4 2024 → Q1 2025
| HTLF Heartland Financial USA Inc. | Sold out | 0.00% | −0.88 |
| AAPL Apple Inc. | Reduce -2.5% | 4.21% | −0.60 |
| AVGO Broadcom Inc. | Reduce -20.7% | 0.51% | −0.37 |
| M Macy's Inc. | Reduce -89.8% | 0.02% | −0.30 |
| VTRS Viatris Inc. | Reduce -86.8% | 0.03% | −0.28 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.63% | −0.19 |
| OTEX Open Text Corp. | Sold out | 0.00% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -26.2% | 0.57% | −0.18 |
| DAL Delta Air Lines Inc. | Reduce -15.9% | 0.28% | −0.18 |
| LTPZ PIMCO 15+ YR US Tips Indx | Sold out | 0.00% | −0.14 |
| COHR Coherent Corp. | Sold out | 0.00% | −0.14 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.14 |
| SVIX -1X Short Vix Futures ETF | Sold out | 0.00% | −0.14 |
| UTHR United Therapeutics Corp. | Reduce -31.3% | 0.21% | −0.13 |
| PFF iShares Preferred & Income S | Reduce -23.3% | 0.40% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -6.5% | 0.41% | −0.12 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.11 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -22.9% | 0.41% | −0.11 |
| MET Metlife Inc. | Reduce -24.7% | 0.32% | −0.11 |
| EQT Eqt Corp. | Reduce -77.5% | 0.04% | −0.11 |
| TSLA Tesla Inc. | Reduce -19.4% | 0.12% | −0.11 |
| BAC Bank of America Corp. | Reduce -73.4% | 0.03% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 0.55% | −0.09 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.09 |
| SPG Simon Property Group Inc. | Reduce -39.2% | 0.13% | −0.09 |
| CRM Salesforce Inc. | Reduce -9.6% | 0.24% | −0.09 |
| CLF Cleveland-Cliffs Inc. | Reduce -81.8% | 0.02% | −0.08 |
| WAL Western Alliance Bancorp | Reduce -20.8% | 0.23% | −0.08 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.08 |
| IUSG iShares Core S&P U.S. Growth | Reduce -12.7% | 0.33% | −0.08 |
| MCK McKesson Corp. | Reduce -26.7% | 0.55% | −0.08 |
| IAT iShares US Regional Banks Et | Sold out | 0.00% | −0.07 |
| T AT&T Inc. | Reduce -28.5% | 0.61% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -14.6% | 0.32% | −0.07 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.07 |
| SCHW Schwab (charles) Corp. | Reduce -38.2% | 0.13% | −0.07 |
| URI United Rentals Inc. | Reduce -1.1% | 0.52% | −0.07 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.06 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -28.1% | 0.15% | −0.06 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -15.7% | 0.36% | −0.06 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.06 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.05 |
| CEG Constellation Energy | Reduce -35.1% | 0.07% | −0.05 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -5.5% | 0.71% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -48.5% | 0.06% | −0.04 |
| BCS Barclays PLC-Spons ADR | Reduce -24.7% | 0.30% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| UMBF Umb Financial Corp. | New | 0.81% | +0.81 |
| AES AES Corp. | Add +390.3% | 0.44% | +0.35 |
| SGRY Surgery Partners Inc. | Add +302.2% | 0.38% | +0.30 |
| SIG Signet Jewelers Ltd. | Add +161.5% | 0.53% | +0.25 |
| BG Bunge Global SA | Add +134.1% | 0.43% | +0.24 |
| DELL Dell Technologies -C | New | 0.24% | +0.24 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.23% | +0.23 |
| ACGL Arch Capital Group Ltd. | New | 0.23% | +0.23 |
| EWBC East West Bancorp Inc. | New | 0.22% | +0.22 |
| SCHV Schwab US Large-Cap Value | Add +1.8% | 4.33% | +0.21 |
| MU Micron Technology Inc. | Add +25.4% | 0.82% | +0.19 |
| HDEF Xtrackers MSCI Eafe High Div | New | 0.19% | +0.19 |
| VICI Vici Properties Inc. | New | 0.18% | +0.18 |
| VALE Vale SA-SP ADR | Add +136.6% | 0.27% | +0.17 |
| SCHP Schwab U.S. Tips ETF | New | 0.17% | +0.17 |
| GLDM SPDR Gold Minishares Trust | New | 0.17% | +0.17 |
| ICLR Icon PLC | New | 0.16% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.3% | 0.83% | +0.16 |
| C Citigroup Inc. | Add +163.3% | 0.24% | +0.15 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +32.4% | 0.55% | +0.15 |
| CVE Cenovus Energy Inc. | Add +276.9% | 0.16% | +0.12 |
| LDOS Leidos Holdings Inc. | Add +35.4% | 0.51% | +0.11 |
| COP Conocophillips | Add +49.3% | 0.28% | +0.11 |
| VCLT Vanguard Long-Term Corp. Bond | Add +0.3% | 3.21% | +0.09 |
| CVX Chevron Corp. | Add +0.7% | 0.56% | +0.08 |
| JNJ Johnson & Johnson | Add +1.4% | 0.55% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +62.5% | 0.20% | +0.08 |
| FANG Diamondback Energy Inc. | Add +120.7% | 0.15% | +0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +8.6% | 0.49% | +0.08 |
| AZO AutoZone Inc. | New | 0.08% | +0.08 |
| CCJ Cameco Corp. | New | 0.08% | +0.08 |
| DE Deere & Co. | Add +0.3% | 0.65% | +0.07 |
| DIVB iShares Core Dividend ETF | Add +11.4% | 0.52% | +0.07 |
| DOC Healthpeak Properties Inc. | Add +26.5% | 0.30% | +0.06 |
| SYF Synchrony Financial | Add +72.4% | 0.22% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +0.2% | 1.85% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +5.6% | 0.58% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +36.5% | 0.22% | +0.06 |
| SLB SLB Ltd. | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +0.2% | 0.45% | +0.05 |
| SNY Sanofi-ADR | Add +11.1% | 0.22% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +13.5% | 0.30% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.4% | 1.49% | +0.04 |
| THC Tenet Healthcare Corp. | Add +10.1% | 0.25% | +0.04 |
| GE General Electric | Add +0.0% | 0.22% | +0.04 |
| DHI D.R. Horton Inc. | New | 0.04% | +0.04 |
| BSX Boston Scientific Corp. | Add +4.5% | 0.22% | +0.04 |
| VGLT Vanguard Long-Term Treasury | Add +0.5% | 0.65% | +0.04 |
| HIG Hartford Insurance Group Inc. | New | 0.03% | +0.03 |
| EXC Exelon Corp. | New | 0.03% | +0.03 |
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 |