MIdWestOne Financial Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), MIdWestOne Financial Group, Inc. reported 302 stock positions worth $823.4 million. Its top holding was Midwestone Financial Group I (MOFG) at 13.9% of the portfolio, followed by Apple (AAPL, 4.1%) and Schwab US Large-Cap Value (SCHV, 4.1%). Compared with Q2 2025, it opened 14 new positions, sold out of 8, added to 92 and reduced 105. The biggest buy was United Therapeutics (UTHR, shares +742%) and the biggest sale Midwestone Financial Group I (MOFG, shares −0%).
- Most Recent 13F
- Q4 2025
- Location
- Iowa City, IA
- CIK
- 0001412665
- Portfolio Value
- $823.4M (Q3 2025)
- SEC Filing
- 0001412665-25-000163 ↗ filed Nov 6, 2025
Holdings Value
Holdings 302 stocks · $823.4M
| MOFG Midwestone Financial Group I | 13.94% | 4,056,166 | $114.7M | Reduce -0.0% |
| AAPL Apple Inc. | 4.09% | 132,234 | $33.7M | Reduce -0.3% |
| SCHV Schwab US Large-Cap Value | 4.07% | 1,149,962 | $33.5M | Add +1.9% |
| VONG Vanguard Russell 1000 Growth | 3.82% | 261,257 | $31.5M | Reduce -5.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.87% | 301,843 | $23.6M | Reduce -2.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.76% | 260,725 | $22.8M | Add +0.2% |
| VCLT Vanguard Long-Term Corp. Bond | 2.32% | 246,535 | $19.1M | Add +12.3% |
| MSFT Microsoft Corp. | 1.90% | 30,183 | $15.6M | Reduce -0.0% |
| SCHB Schwab US Broad Market ETF | 1.89% | 604,715 | $15.5M | Add +4.2% |
| AGG iShares Core U.S. Aggregate | 1.87% | 153,614 | $15.4M | Add +16.2% |
| SPAB SS SPDR P Agg Bond ETF | 1.54% | 490,947 | $12.7M | Add +12.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.29% | 132,517 | $10.6M | Add +12.2% |
| MU Micron Technology Inc. | 1.26% | 61,805 | $10.3M | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 1.16% | 30,315 | $9.6M | Add +0.3% |
| UTEN F/M US Treasury 10 Year Note | 0.89% | 165,515 | $7.3M | Add +10.1% |
| ABBV Abbvie Inc. | 0.89% | 31,565 | $7.3M | Reduce -5.3% |
| AVGO Broadcom Inc. | 0.84% | 20,913 | $6.9M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 0.83% | 9,324 | $6.8M | Add +3.8% |
| ORCL Oracle Corp. | 0.83% | 24,284 | $6.8M | Reduce -3.6% |
| UMBF Umb Financial Corp. | 0.81% | 56,121 | $6.6M | No change |
| GOOG Alphabet Inc. Class C | 0.76% | 25,802 | $6.3M | Add +4.1% |
| MLN Vaneck Long Muni ETF | 0.72% | 338,220 | $5.9M | Add +4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.72% | 11,717 | $5.9M | Reduce -3.9% |
| URI United Rentals Inc. | 0.68% | 5,878 | $5.6M | No change |
| UAL United Airlines Holdings Inc. | 0.65% | 55,634 | $5.4M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.64% | 39,597 | $5.3M | Add +0.3% |
| JAZZ Jazz Pharmaceuticals PLC | 0.63% | 39,271 | $5.2M | Add +13.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 7,753 | $5.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.61% | 22,773 | $5.0M | Add +8.9% |
| MUB iShares National Muni Bond E | 0.59% | 45,929 | $4.9M | Add +4.6% |
| JNJ Johnson & Johnson | 0.59% | 26,345 | $4.9M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.59% | 6,353 | $4.8M | Reduce -0.8% |
| GPN Global Payments Inc. | 0.59% | 58,245 | $4.8M | Add +32.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.59% | 55,299 | $4.8M | Add +2.5% |
| JEPI JPMorgan Equity Premium Inco | 0.57% | 82,368 | $4.7M | Add +5.3% |
| VCIT Vanguard Int-Term Corporate | 0.54% | 52,736 | $4.4M | Add +8.0% |
| BG Bunge Global SA | 0.53% | 53,588 | $4.4M | Add +11.6% |
| IVV iShares Core S&P 500 ETF | 0.52% | 6,452 | $4.3M | No change |
| T AT&T Inc. | 0.52% | 151,225 | $4.3M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.52% | 37,623 | $4.2M | Add +0.1% |
| DIVB iShares Core Dividend ETF | 0.50% | 79,258 | $4.1M | Add +5.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.49% | 94,731 | $4.1M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 13,854 | $4.1M | Add +19.4% |
| LDOS Leidos Holdings Inc. | 0.49% | 21,451 | $4.1M | Reduce -9.9% |
| UTHR United Therapeutics Corp. | 0.48% | 9,446 | $4.0M | Add +741.9% |
| SIG Signet Jewelers Ltd. | 0.47% | 40,544 | $3.9M | Reduce -13.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.47% | 90,875 | $3.9M | Add +6.4% |
| CAT Caterpillar Inc. | 0.46% | 8,007 | $3.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.45% | 15,377 | $3.7M | Reduce -7.7% |
| SMB Vaneck Short Muni ETF | 0.45% | 214,218 | $3.7M | Add +5.1% |
| MCK McKesson Corp. | 0.45% | 4,822 | $3.7M | No change |
| CVX Chevron Corp. | 0.44% | 23,560 | $3.7M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.43% | 23,217 | $3.6M | Add +0.0% |
| SGRY Surgery Partners Inc. | 0.42% | 159,146 | $3.4M | Reduce -21.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.41% | 75,436 | $3.4M | Add +0.2% |
| HD Home Depot Inc. | 0.40% | 8,129 | $3.3M | Add +0.5% |
| AON Aon PLC Class A | 0.39% | 9,103 | $3.2M | No change |
| NRG NRG Energy Inc. | 0.39% | 19,992 | $3.2M | Add +58.1% |
| CSCO Cisco Systems Inc. | 0.39% | 47,211 | $3.2M | Add +0.5% |
| V Visa Inc. Class A | 0.39% | 9,459 | $3.2M | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 0.39% | 48,814 | $3.2M | Reduce -3.1% |
| DELL Dell Technologies -C | 0.39% | 22,615 | $3.2M | Add +11.6% |
| WAL Western Alliance Bancorp | 0.39% | 36,559 | $3.2M | Add +42.4% |
| WMT Walmart Inc. | 0.38% | 30,357 | $3.1M | Add +1.3% |
| ET Energy Transfer LP | 0.38% | 181,633 | $3.1M | Add +41.9% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 6,224 | $3.0M | Reduce -8.4% |
| DAR Darling Ingredients Inc. | 0.36% | 96,182 | $3.0M | Add +94.3% |
| PFF iShares Preferred & Income S | 0.35% | 90,647 | $2.9M | Add +1.6% |
| LNT Alliant Energy Corp. | 0.34% | 41,999 | $2.8M | Reduce -2.6% |
| GGG Graco Inc. | 0.34% | 33,000 | $2.8M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 9,771 | $2.8M | No change |
| GM General Motors Co. | 0.33% | 44,324 | $2.7M | Add +6.5% |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 16,017 | $2.6M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.32% | 23,520 | $2.6M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 0.30% | 4,051 | $2.5M | Reduce -2.1% |
| DAL Delta Air Lines Inc. | 0.29% | 42,628 | $2.4M | Reduce -5.8% |
| ALL Allstate Corp. | 0.29% | 11,170 | $2.4M | Reduce -2.6% |
| EMB iShares JP Morgan Usd Emergi | 0.29% | 25,033 | $2.4M | Add +1.1% |
| NVDA Nvidia Corp. | 0.29% | 12,721 | $2.4M | Add +13.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 9,279 | $2.4M | Add +21.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 3,884 | $2.3M | Add +2.6% |
| BA The Boeing Co. | 0.28% | 10,691 | $2.3M | Add +11.1% |
| MET Metlife Inc. | 0.28% | 27,623 | $2.3M | Reduce -17.9% |
| VZ Verizon Communications Inc. | 0.27% | 51,177 | $2.2M | Reduce -1.1% |
| C Citigroup Inc. | 0.27% | 22,021 | $2.2M | Reduce -8.7% |
| DE Deere & Co. | 0.27% | 4,805 | $2.2M | Reduce -50.8% |
| INTC Intel Corp. | 0.26% | 63,576 | $2.1M | Reduce -4.9% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 7,026 | $2.1M | No change |
| FEZ State Street SPDR Euro Stoxx | 0.26% | 33,807 | $2.1M | Add +5.7% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 13,875 | $2.1M | Reduce -12.2% |
| PM Philip Morris International | 0.25% | 12,825 | $2.1M | Reduce -0.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 34,821 | $2.0M | Add +0.1% |
| JPLD JPMorgan Ltd. Duration ETF | 0.24% | 37,588 | $2.0M | Add +2.9% |
| VALE Vale SA-SP ADR | 0.24% | 181,134 | $2.0M | Reduce -6.6% |
| SCHP Schwab U.S. Tips ETF | 0.23% | 71,296 | $1.9M | Add +9.2% |
| BCS Barclays PLC-Spons ADR | 0.23% | 92,248 | $1.9M | Reduce -2.4% |
| GS Goldman Sachs Group Inc. | 0.23% | 2,384 | $1.9M | Add +1.4% |
| VGIT Vanguard Intermediate-Term T | 0.23% | 31,249 | $1.9M | Add +9.5% |
| COST Costco Wholesale Corp. | 0.23% | 2,010 | $1.9M | Add +1.0% |
| SCHF Schwab Intl Equity ETF | 0.22% | 79,156 | $1.8M | Reduce -3.0% |
Portfolio Sells Q2 2025 → Q3 2025
| MOFG Midwestone Financial Group I | Reduce -0.0% | 13.94% | −1.22 |
| DOC Healthpeak Properties Inc. | Reduce -79.7% | 0.10% | −0.40 |
| DE Deere & Co. | Reduce -50.8% | 0.27% | −0.38 |
| ACGL Arch Capital Group Ltd. | Reduce -82.8% | 0.05% | −0.24 |
| SGRY Surgery Partners Inc. | Reduce -21.9% | 0.42% | −0.17 |
| CVE Cenovus Energy Inc. | Sold out | 0.00% | −0.15 |
| GLDM SPDR Gold Minishares Trust | Reduce -55.5% | 0.11% | −0.11 |
| VONG Vanguard Russell 1000 Growth | Reduce -5.7% | 3.82% | −0.11 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -40.1% | 0.05% | −0.08 |
| MET Metlife Inc. | Reduce -17.9% | 0.28% | −0.08 |
| CRM Salesforce Inc. | Reduce -16.3% | 0.14% | −0.07 |
| CQQQ Invesco China Technology ETF | Reduce -42.9% | 0.16% | −0.06 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 0.59% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 0.72% | −0.05 |
| PM Philip Morris International | Reduce -0.2% | 0.25% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.5% | 2.87% | −0.05 |
| MSFT Microsoft Corp. | Reduce -0.0% | 1.90% | −0.05 |
| T AT&T Inc. | Reduce -0.1% | 0.52% | −0.05 |
| ITW Illinois Tool Works | Reduce -37.2% | 0.08% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -19.0% | 0.09% | −0.05 |
| VST Vistra Corp. | Reduce -30.0% | 0.09% | −0.04 |
| COP Conocophillips | Reduce -21.5% | 0.15% | −0.04 |
| BAC Bank of America Corp. | Reduce -25.6% | 0.13% | −0.04 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.04 |
| FANG Diamondback Energy Inc. | Reduce -41.9% | 0.05% | −0.04 |
| MELI MercadoLibre Inc. | Reduce -35.5% | 0.04% | −0.04 |
| GIS General Mills Inc. | Reduce -48.9% | 0.03% | −0.03 |
| ROOT Root Inc./Oh Class A | Sold out | 0.00% | −0.03 |
| THC Tenet Healthcare Corp. | Reduce -26.2% | 0.10% | −0.03 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.03 |
| TGT Target Corp. | Reduce -26.7% | 0.04% | −0.03 |
| SYF Synchrony Financial | Reduce -9.8% | 0.22% | −0.03 |
| CTVA Corteva Inc. | Reduce -2.7% | 0.12% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -8.4% | 0.20% | −0.02 |
| CTRA Coterra Energy Inc. | Reduce -11.4% | 0.07% | −0.02 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.3% | 0.32% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -19.4% | 0.06% | −0.02 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.27% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.11% | −0.02 |
| TLN Talen Energy Corp. | Reduce -37.8% | 0.09% | −0.02 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -1.3% | 0.03% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.7% | 0.20% | −0.01 |
| FTNT Fortinet Inc. | Reduce -1.2% | 0.03% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.2% | 0.22% | −0.01 |
| D Dominion Energy Inc. | Reduce -20.8% | 0.04% | −0.01 |
| SIG Signet Jewelers Ltd. | Reduce -13.2% | 0.47% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| UTHR United Therapeutics Corp. | Add +741.9% | 0.48% | +0.44 |
| GOOG Alphabet Inc. Class C | Add +4.1% | 0.76% | +0.19 |
| AGG iShares Core U.S. Aggregate | Add +16.2% | 1.87% | +0.17 |
| VCLT Vanguard Long-Term Corp. Bond | Add +12.3% | 2.32% | +0.16 |
| JAZZ Jazz Pharmaceuticals PLC | Add +13.1% | 0.63% | +0.15 |
| MRVL Marvell Technology Inc. | Add +312.8% | 0.18% | +0.14 |
| GPN Global Payments Inc. | Add +32.4% | 0.59% | +0.13 |
| NRG NRG Energy Inc. | Add +58.1% | 0.39% | +0.13 |
| WAL Western Alliance Bancorp | Add +42.4% | 0.39% | +0.13 |
| DAR Darling Ingredients Inc. | Add +94.3% | 0.36% | +0.12 |
| SCHB Schwab US Broad Market ETF | Add +4.2% | 1.89% | +0.09 |
| SPAB SS SPDR P Agg Bond ETF | Add +12.5% | 1.54% | +0.09 |
| ET Energy Transfer LP | Add +41.9% | 0.38% | +0.08 |
| SNY Sanofi-ADR | Add +90.7% | 0.17% | +0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +19.4% | 0.49% | +0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +12.2% | 1.29% | +0.07 |
| DELL Dell Technologies -C | Add +11.6% | 0.39% | +0.07 |
| GM General Motors Co. | Add +6.5% | 0.33% | +0.06 |
| CAT Caterpillar Inc. | Add +0.3% | 0.46% | +0.06 |
| NVDA Nvidia Corp. | Add +13.4% | 0.29% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | New | 0.06% | +0.06 |
| EXE Expand Energy Corp. | New | 0.06% | +0.06 |
| ALK Alaska Air Group Inc. | New | 0.05% | +0.05 |
| FISV Fiserv Inc. | New | 0.05% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +21.0% | 0.29% | +0.05 |
| REGN Regeneron Pharmaceuticals | Add +182.0% | 0.07% | +0.05 |
| GLW Corning Inc. | Add +1.5% | 0.13% | +0.04 |
| UGI Ugi Corp. | New | 0.03% | +0.03 |
| ACMR Acm Research Inc. Class A | New | 0.03% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.03% | +0.03 |
| HPE Hewlett Packard Enterprise | New | 0.03% | +0.03 |
| ADBE Adobe Inc. | Add +105.5% | 0.08% | +0.03 |
| UTEN F/M US Treasury 10 Year Note | Add +10.1% | 0.89% | +0.03 |
| BG Bunge Global SA | Add +11.6% | 0.53% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.03% | +0.03 |
| FDX FedEx Corp. | Add +81.8% | 0.06% | +0.03 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| BBY Best Buy Co. Inc. | New | 0.03% | +0.03 |
| SPG Simon Property Group Inc. | New | 0.03% | +0.03 |
| CMI Cummins Inc. | Add +0.4% | 0.14% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| GCT Gigacloud Technology Inc. Class A | New | 0.02% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +55.3% | 0.06% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6.4% | 0.47% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.16% | +0.02 |
| AMAT Applied Materials Inc. | Add +16.1% | 0.12% | +0.02 |
| PWR Quanta Services Inc. | Add +48.5% | 0.06% | +0.02 |
| BA The Boeing Co. | Add +11.1% | 0.28% | +0.02 |
| PZA Invesco National Amt-Free Mu | Add +20.7% | 0.13% | +0.02 |
| DHI D.R. Horton Inc. | Add +18.7% | 0.05% | +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 |