MIdWestOne Financial Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), MIdWestOne Financial Group, Inc. reported 296 stock positions worth $770.2 million. Its top holding was Midwestone Financial Group I (MOFG) at 15.2% of the portfolio, followed by Schwab US Large-Cap Value (SCHV, 4.1%) and Vanguard Russell 1000 Growth (VONG, 3.9%). Compared with Q1 2025, it opened 32 new positions, sold out of 16, added to 73 and reduced 107. The biggest buy was a new position in Schwab US Broad Market ETF (SCHB) and the biggest sale Midwestone Financial Group I (MOFG, shares −0%).
- Most Recent 13F
- Q4 2025
- Location
- Iowa City, IA
- CIK
- 0001412665
- Portfolio Value
- $770.2M (Q2 2025)
- SEC Filing
- 0001420506-25-001981 ↗ filed Aug 14, 2025
Holdings Value
Holdings 296 stocks · $770.2M
| MOFG Midwestone Financial Group I | 15.16% | 4,057,200 | $116.7M | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 4.05% | 1,128,108 | $31.2M | Reduce -1.7% |
| VONG Vanguard Russell 1000 Growth | 3.93% | 277,102 | $30.3M | Add +4.9% |
| AAPL Apple Inc. | 3.53% | 132,674 | $27.2M | Reduce -0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.92% | 309,703 | $22.5M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.82% | 260,198 | $21.7M | Add +10.9% |
| VCLT Vanguard Long-Term Corp. Bond | 2.16% | 219,590 | $16.7M | Reduce -26.3% |
| MSFT Microsoft Corp. | 1.95% | 30,191 | $15.0M | Reduce -1.3% |
| SCHB Schwab US Broad Market ETF | 1.80% | 580,237 | $13.8M | New |
| AGG iShares Core U.S. Aggregate | 1.70% | 132,160 | $13.1M | Add +0.2% |
| SPAB SS SPDR P Agg Bond ETF | 1.45% | 436,493 | $11.2M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 1.22% | 118,111 | $9.4M | Reduce -11.0% |
| JPM JPMorgan Chase & Co. | 1.14% | 30,240 | $8.8M | Add +0.0% |
| MU Micron Technology Inc. | 1.07% | 66,613 | $8.2M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.86% | 8,981 | $6.6M | Add +3.2% |
| UTEN F/M US Treasury 10 Year Note | 0.86% | 150,273 | $6.6M | New |
| ABBV Abbvie Inc. | 0.80% | 33,316 | $6.2M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.77% | 12,197 | $5.9M | Add +10.6% |
| UMBF Umb Financial Corp. | 0.77% | 56,121 | $5.9M | No change |
| AVGO Broadcom Inc. | 0.76% | 21,341 | $5.9M | Add +0.1% |
| ORCL Oracle Corp. | 0.72% | 25,201 | $5.5M | Reduce -0.1% |
| MLN Vaneck Long Muni ETF | 0.71% | 322,735 | $5.5M | Add +74.9% |
| ABT Abbott Laboratories | 0.70% | 39,466 | $5.4M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.65% | 6,405 | $5.0M | Add +1.3% |
| DE Deere & Co. | 0.64% | 9,766 | $5.0M | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 7,820 | $4.8M | No change |
| AMZN Amazon.com Inc. | 0.60% | 20,911 | $4.6M | Add +3.0% |
| MUB iShares National Muni Bond E | 0.60% | 43,909 | $4.6M | Add +47.5% |
| SGRY Surgery Partners Inc. | 0.59% | 203,760 | $4.5M | Add +81.0% |
| JEPI JPMorgan Equity Premium Inco | 0.58% | 78,207 | $4.4M | Reduce -29.8% |
| UAL United Airlines Holdings Inc. | 0.58% | 55,687 | $4.4M | Add +0.2% |
| URI United Rentals Inc. | 0.57% | 5,878 | $4.4M | Reduce -0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.57% | 53,932 | $4.4M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 0.57% | 24,785 | $4.4M | Reduce -1.4% |
| T AT&T Inc. | 0.57% | 151,433 | $4.4M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.54% | 27,434 | $4.2M | Add +17.9% |
| XOM Exxon Mobil Corp. | 0.53% | 37,567 | $4.0M | Reduce -0.6% |
| VCIT Vanguard Int-Term Corporate | 0.53% | 48,814 | $4.0M | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 0.52% | 6,452 | $4.0M | Reduce -0.6% |
| DOC Healthpeak Properties Inc. | 0.50% | 221,955 | $3.9M | Add +113.2% |
| BG Bunge Global SA | 0.50% | 48,012 | $3.9M | Add +21.5% |
| DIVB iShares Core Dividend ETF | 0.49% | 75,450 | $3.8M | Add +0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.49% | 94,731 | $3.8M | No change |
| LDOS Leidos Holdings Inc. | 0.49% | 23,810 | $3.8M | Reduce -11.4% |
| SIG Signet Jewelers Ltd. | 0.48% | 46,720 | $3.7M | Reduce -26.7% |
| PG The Procter & Gamble Co. | 0.48% | 23,209 | $3.7M | Reduce -0.9% |
| JAZZ Jazz Pharmaceuticals PLC | 0.48% | 34,712 | $3.7M | Add +69.2% |
| MCK McKesson Corp. | 0.46% | 4,822 | $3.5M | Reduce -16.1% |
| GPN Global Payments Inc. | 0.46% | 43,979 | $3.5M | Add +58.9% |
| SMB Vaneck Short Muni ETF | 0.46% | 203,904 | $3.5M | Add +19.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.45% | 85,385 | $3.5M | New |
| CVX Chevron Corp. | 0.43% | 23,362 | $3.3M | Reduce -0.6% |
| V Visa Inc. Class A | 0.43% | 9,387 | $3.3M | Add +4.0% |
| CSCO Cisco Systems Inc. | 0.42% | 47,001 | $3.3M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 11,606 | $3.2M | No change |
| AON Aon PLC Class A | 0.42% | 9,103 | $3.2M | No change |
| DIVO Amplify CWP Enhan Divid ETF | 0.42% | 75,262 | $3.2M | Add +7.2% |
| CAT Caterpillar Inc. | 0.40% | 7,987 | $3.1M | No change |
| IEMG iShares Core MSCI Emerging | 0.39% | 50,361 | $3.0M | Reduce -9.0% |
| HD Home Depot Inc. | 0.38% | 8,087 | $3.0M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.38% | 16,650 | $2.9M | Reduce -10.1% |
| WMT Walmart Inc. | 0.38% | 29,975 | $2.9M | Add +3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 9,771 | $2.9M | Add +0.1% |
| GGG Graco Inc. | 0.37% | 33,000 | $2.8M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 6,796 | $2.8M | Add +46.3% |
| PFF iShares Preferred & Income S | 0.36% | 89,185 | $2.7M | Reduce -2.3% |
| MET Metlife Inc. | 0.35% | 33,663 | $2.7M | Add +18.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.34% | 23,834 | $2.6M | Reduce -33.0% |
| LNT Alliant Energy Corp. | 0.34% | 43,109 | $2.6M | Reduce -10.2% |
| DELL Dell Technologies -C | 0.32% | 20,266 | $2.5M | Add +8.4% |
| IUSG iShares Core S&P U.S. Growth | 0.31% | 16,017 | $2.4M | Reduce -11.4% |
| VOO Vanguard S&P 500 ETF | 0.31% | 4,137 | $2.3M | Reduce -6.5% |
| PM Philip Morris International | 0.30% | 12,855 | $2.3M | No change |
| ET Energy Transfer LP | 0.30% | 128,038 | $2.3M | Add +65.8% |
| ALL Allstate Corp. | 0.30% | 11,466 | $2.3M | Reduce -0.4% |
| EMB iShares JP Morgan Usd Emergi | 0.30% | 24,772 | $2.3M | Add +12.4% |
| VZ Verizon Communications Inc. | 0.29% | 51,752 | $2.2M | Reduce -0.6% |
| ACGL Arch Capital Group Ltd. | 0.29% | 24,493 | $2.2M | Add +47.9% |
| DAL Delta Air Lines Inc. | 0.29% | 45,238 | $2.2M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 3,784 | $2.1M | Add +5.1% |
| C Citigroup Inc. | 0.27% | 24,117 | $2.1M | Add +0.0% |
| GM General Motors Co. | 0.27% | 41,609 | $2.0M | Reduce -22.3% |
| NRG NRG Energy Inc. | 0.26% | 12,648 | $2.0M | Reduce -38.0% |
| VRT Vertiv Holdings Co. Class A | 0.26% | 15,806 | $2.0M | New |
| BA The Boeing Co. | 0.26% | 9,620 | $2.0M | Reduce -4.5% |
| WAL Western Alliance Bancorp | 0.26% | 25,672 | $2.0M | Add +21.7% |
| COST Costco Wholesale Corp. | 0.26% | 1,990 | $2.0M | Add +1.4% |
| SYF Synchrony Financial | 0.25% | 28,661 | $1.9M | Add +0.2% |
| FEZ State Street SPDR Euro Stoxx | 0.25% | 31,987 | $1.9M | New |
| JPLD JPMorgan Ltd. Duration ETF | 0.25% | 36,514 | $1.9M | Reduce -7.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.25% | 34,785 | $1.9M | Add +9.3% |
| VALE Vale SA-SP ADR | 0.24% | 193,907 | $1.9M | Add +0.2% |
| DAR Darling Ingredients Inc. | 0.24% | 49,498 | $1.9M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 7,671 | $1.8M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 7,026 | $1.8M | Reduce -7.4% |
| SCHF Schwab Intl Equity ETF | 0.23% | 81,558 | $1.8M | Reduce -9.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.23% | 6,335 | $1.8M | Reduce -10.1% |
| NVDA Nvidia Corp. | 0.23% | 11,214 | $1.8M | Add +15.7% |
| BCS Barclays PLC-Spons ADR | 0.23% | 94,557 | $1.8M | Reduce -31.7% |
| SCHP Schwab U.S. Tips ETF | 0.23% | 65,283 | $1.7M | Add +45.6% |
Portfolio Sells Q1 2025 → Q2 2025
| MOFG Midwestone Financial Group I | Reduce -0.1% | 15.16% | −1.92 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -26.3% | 2.16% | −1.05 |
| AAPL Apple Inc. | Reduce -0.5% | 3.53% | −0.67 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.65 |
| AES AES Corp. | Reduce -95.0% | 0.02% | −0.43 |
| STZ Constellation Brands Inc. Class A | Reduce -90.0% | 0.04% | −0.41 |
| JEPI JPMorgan Equity Premium Inco | Reduce -29.8% | 0.58% | −0.33 |
| SCHV Schwab US Large-Cap Value | Reduce -1.7% | 4.05% | −0.28 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.0% | 1.22% | −0.27 |
| SMMD iShares Russell 2500 ETF | Sold out | 0.00% | −0.24 |
| EWBC East West Bancorp Inc. | Sold out | 0.00% | −0.22 |
| ABBV Abbvie Inc. | Reduce -2.8% | 0.80% | −0.22 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -33.0% | 0.34% | −0.21 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.18 |
| UTHR United Therapeutics Corp. | Reduce -76.2% | 0.04% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -2.3% | 0.16% | −0.14 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.13 |
| CVX Chevron Corp. | Reduce -0.6% | 0.43% | −0.12 |
| IQV Iqvia Holdings Inc. | Reduce -69.3% | 0.04% | −0.12 |
| THC Tenet Healthcare Corp. | Reduce -56.3% | 0.13% | −0.12 |
| SNY Sanofi-ADR | Reduce -42.9% | 0.10% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.53% | −0.11 |
| LNT Alliant Energy Corp. | Reduce -10.2% | 0.34% | −0.10 |
| GM General Motors Co. | Reduce -22.3% | 0.27% | −0.09 |
| MCK McKesson Corp. | Reduce -16.1% | 0.46% | −0.09 |
| COP Conocophillips | Reduce -12.2% | 0.19% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 0.48% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -29.9% | 0.14% | −0.08 |
| ICLR Icon PLC | Reduce -31.4% | 0.09% | −0.08 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.6% | 0.17% | −0.07 |
| BCS Barclays PLC-Spons ADR | Reduce -31.7% | 0.23% | −0.07 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.70% | −0.06 |
| INTC Intel Corp. | Reduce -14.3% | 0.19% | −0.06 |
| FANG Diamondback Energy Inc. | Reduce -21.8% | 0.09% | −0.06 |
| CI The Cigna Group | Reduce -45.2% | 0.06% | −0.06 |
| PEP Pepsico Inc. | Reduce -3.7% | 0.19% | −0.05 |
| FBMS First Bancshares Inc. | Sold out | 0.00% | −0.05 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.05 |
| REET iShares Global REIT ETF | Reduce -24.1% | 0.13% | −0.05 |
| HD Home Depot Inc. | Reduce -2.9% | 0.38% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 0.29% | −0.04 |
| JPLD JPMorgan Ltd. Duration ETF | Reduce -7.2% | 0.25% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -2.3% | 0.36% | −0.04 |
| SIG Signet Jewelers Ltd. | Reduce -26.7% | 0.48% | −0.04 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Reduce -0.1% | 0.57% | −0.04 |
| MBB iShares MBS ETF | Reduce -7.4% | 0.22% | −0.04 |
| ALL Allstate Corp. | Reduce -0.4% | 0.30% | −0.04 |
| F Ford Motor Co. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHB Schwab US Broad Market ETF | New | 1.80% | +1.80 |
| SPAB SS SPDR P Agg Bond ETF | New | 1.45% | +1.45 |
| UTEN F/M US Treasury 10 Year Note | New | 0.86% | +0.86 |
| VONG Vanguard Russell 1000 Growth | Add +4.9% | 3.93% | +0.45 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.45% | +0.45 |
| IEFA iShares Core MSCI Eafe ETF | Add +10.9% | 2.82% | +0.30 |
| VRT Vertiv Holdings Co. Class A | New | 0.26% | +0.26 |
| AVGO Broadcom Inc. | Add +0.1% | 0.76% | +0.26 |
| MLN Vaneck Long Muni ETF | Add +74.9% | 0.71% | +0.25 |
| MU Micron Technology Inc. | Add +0.8% | 1.07% | +0.25 |
| FEZ State Street SPDR Euro Stoxx | New | 0.25% | +0.25 |
| DAR Darling Ingredients Inc. | New | 0.24% | +0.24 |
| CQQQ Invesco China Technology ETF | New | 0.22% | +0.22 |
| SGRY Surgery Partners Inc. | Add +81.0% | 0.59% | +0.21 |
| DOC Healthpeak Properties Inc. | Add +113.2% | 0.50% | +0.21 |
| MUB iShares National Muni Bond E | Add +47.5% | 0.60% | +0.15 |
| META Meta Platforms Inc. Class A | Add +3.2% | 0.86% | +0.15 |
| BAC Bank of America Corp. | Add +419.3% | 0.17% | +0.14 |
| JAZZ Jazz Pharmaceuticals PLC | Add +69.2% | 0.48% | +0.12 |
| PNC PNC Financial Services Group | New | 0.11% | +0.11 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.10% | +0.10 |
| TLN Talen Energy Corp. | New | 0.10% | +0.10 |
| ET Energy Transfer LP | Add +65.8% | 0.30% | +0.10 |
| CTRA Coterra Energy Inc. | New | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +0.0% | 1.14% | +0.08 |
| NVDA Nvidia Corp. | Add +15.7% | 0.23% | +0.08 |
| DELL Dell Technologies -C | Add +8.4% | 0.32% | +0.08 |
| VTRS Viatris Inc. | Add +292.3% | 0.11% | +0.08 |
| GPN Global Payments Inc. | Add +58.9% | 0.46% | +0.07 |
| BG Bunge Global SA | Add +21.5% | 0.50% | +0.07 |
| ACGL Arch Capital Group Ltd. | Add +47.9% | 0.29% | +0.06 |
| PZA Invesco National Amt-Free Mu | Add +150.0% | 0.11% | +0.06 |
| BP BP PLC-Spons ADR | New | 0.06% | +0.06 |
| VGIT Vanguard Intermediate-Term T | Add +45.1% | 0.22% | +0.06 |
| SCHP Schwab U.S. Tips ETF | Add +45.6% | 0.23% | +0.05 |
| GLDM SPDR Gold Minishares Trust | Add +36.0% | 0.22% | +0.05 |
| AMZN Amazon.com Inc. | Add +3.0% | 0.60% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.5% | 2.92% | +0.04 |
| VLO Valero Energy Corp. | Add +45.5% | 0.17% | +0.04 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.04% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| ADBE Adobe Inc. | New | 0.04% | +0.04 |
| HII Huntington Ingalls Industrie | New | 0.04% | +0.04 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.04% | +0.04 |
| SMB Vaneck Short Muni ETF | Add +19.4% | 0.46% | +0.04 |
| DFGR Dim Global Real Estate ETF | New | 0.04% | +0.04 |
| BLDR Builders Firstsource Inc. | New | 0.04% | +0.04 |
| PWR Quanta Services Inc. | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +18.2% | 0.16% | +0.04 |
| DLR Digital Realty Trust Inc. | New | 0.04% | +0.04 |
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 |