What does Midwest Financial Group LLC hold?

Midwest Financial Group LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include QQQ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1967193.

What is Midwest Financial Group LLC's AUM?

Midwest Financial Group LLC reported approximately $295.3M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $566.1M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Midwest Financial Group LLC's holdings?

All Midwest Financial Group LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1967193. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Midwest Financial Group LLC's 13F data updated on 13F Pro?

Midwest Financial Group LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Midwest Financial Group LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1967193

Institutional-grade research for retail investors

Sector Allocation

Other69.8%$206.3M
Technology17.7%$52.4M
Financials5.1%$15.2M
Energy2.5%$7.4M
Industrials2.0%$6.0M
Consumer Staples1.3%$3.7M
Consumer Discretionary1.0%$3.1M
Healthcare0.5%$1.3M

AUM History

13fpro.ai/research/fund/midwest-financial-group-llc-1967193

Conviction and streaks

Stable · top 10 = 40.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.2% weight · held 8 quarters

$QQQConviction hold5.2% weight · held 8 quarters

$Conviction hold5.0% weight · held 8 quarters

$AMDConviction hold4.4% weight · held 8 quarters

$Conviction hold4.3% weight · held 8 quarters

$QQQAccumulating+75% shares · 8 quarters running

$Accumulating+185% shares · 8 quarters running

$Accumulating+766% shares · 8 quarters running

$Accumulating+21% shares · 8 quarters running

$Accumulating+1736% shares · 8 quarters running

$AAPLTrimming-20% shares · 8 quarters running

$DVNTrimming-58% shares · 5 quarters running

$MUTrimming-60% shares · 4 quarters running

$Trimming-77% shares · 4 quarters running

$AMDTrimming-50% shares · 3 quarters running

Largest positions — Q3 2026

ISHARES
$18.3M
QQQ
$15.2M
AMERICAN
$14.8M
AMD
$12.9M
SCHWAB
$12.7M
AAPL
$10.2M
MU
$9.8M
PUTNAM
$8.8M
ISHARES
$7.8M
AMERICAN
$7.8M
SCHWAB
$7.5M
VANECK
$6.6M
SPDR
$6.0M
VANGUARD
$6.0M
FRANKLIN
$5.7M
MSFT
$5.5M
SCHWAB
$5.2M
MDY
$5.0M
ISHARES
$4.2M
BRK.B
$3.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/midwest-financial-group-llc-1967193

Midwest Financial Group LLC 13F holdings — Q3 2026

$295.3M portfolio (+3.6% QoQ) · 138 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio

1
ISHARES TR - S&P 500 GRWT ETF
$18.3M
6.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
INVESCO QQQ TRUST, SERIES 1
$QQQ
$15.2M
5.2% of stocks
+2%This quarter-2.2%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 7 qtrs in a row
3
AMERICAN CENTY ETF TR - US SML CP VALU
$14.8M
5.0% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ADVANCED MICRO DEVICES INC
$AMD
$12.9M
4.4% of stocks
-0.8%This quarter-5.5%Since filed8+ qtrsHeld
AIQuality79.8#31Est. buyEstimated buy price is Pro: unlock with a free trial
5
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$12.7M
4.3% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Apple Inc.
$AAPL
$10.2M
3.4% of stocks
-0.0%This quarter+0.6%Since filed8+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
7
MICRON TECHNOLOGY INC
$MU
$9.8M
3.3% of stocks
-2%This quarter-3.0%Since filed8+ qtrsHeld
AIQuality89.7#1Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
8
PUTNAM ETF TRUST - FOCUSED LAR CAP
$8.8M
3.0% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES TR - ISHARES SEMICDTR
$7.8M
2.6% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
10
AMERICAN CENTY ETF TR - US LARGE CAP VLU
$7.8M
2.6% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - S&P 500 GRWT ETF	$18.3M	6.2%	+3%	—	—	—	—
2	INVESCO QQQ TRUST, SERIES 1$QQQ	$15.2M	5.2%	+2%	-2.2%	8+ qtrsAdded 7 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
3	AMERICAN CENTY ETF TR - US SML CP VALU	$14.8M	5.0%	+3%	—	—	—	—
4	ADVANCED MICRO DEVICES INC$AMD	$12.9M	4.4%	-0.8%	-5.5%	8+ qtrs	79.8#31	Estimated buy price is Pro: unlock with a free trial
5	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$12.7M	4.3%	+1%	—	—	—	—
6	Apple Inc.$AAPL	$10.2M	3.4%	-0.0%	+0.6%	8+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
7	MICRON TECHNOLOGY INC$MU	$9.8M	3.3%	-2%	-3.0%	8+ qtrsTrimmed 3 qtrs in a row	89.7#1	Estimated buy price is Pro: unlock with a free trial
8	PUTNAM ETF TRUST - FOCUSED LAR CAP	$8.8M	3.0%	+0.7%	—	—	—	—
9	ISHARES TR - ISHARES SEMICDTR	$7.8M	2.6%	+12%	—	—	—	—
10	AMERICAN CENTY ETF TR - US LARGE CAP VLU	$7.8M	2.6%	+7%	—	—	—	—

All holdings — Midwest Financial Group LLC (Q3 2026)

Sort

138 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$7.5M	2.5%	340K	+2%	—	—	13F
12	—	VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund	—	$6.6M	2.2%	62K	+0.7%	—	—	13F
13	—	SPDR SERIES TRUST - ST STR SP600GRWOetf/fund	—	$6.0M	2.0%	56K	+6%	—	—	13F
14	—	VANGUARD INDEX FDS - MRNGSTR MD CP VAetf/fund	—	$6.0M	2.0%	31K	+2%	—	—	13F
15	—	FRANKLIN TEMPLETON ETF TR - INTL COR DIV TILetf/fund	—	$5.7M	1.9%	133K	+21%	—	—	13F
16	$MSFT	MICROSOFT CORP	Technology	$5.5M	1.9%	11K	+0.8%	8+ qtrs	79.8	13F
17	—	SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund	—	$5.2M	1.8%	143K	+0.6%	—	—	13F
18	$MDY	SPDR S&P MIDCAP 400 ETF TRUSTetf/fund	—	$5.0M	1.7%	7,573	+2%	8+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$4.2M	1.4%	31K	+2%	—	—	13F
20	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$3.8M	1.3%	7,586	+3%	8+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit	—	$3.7M	1.3%	76K	+23%	—	—	13F
22	—	FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETFetf/fund	—	$3.6M	1.2%	152K	+1%	—	—	13F
23	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$3.1M	1.1%	4,109	-4%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund	—	$3.0M	1.0%	77K	+9%	—	—	13F
25	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETFetf/fund	—	$3.0M	1.0%	75K	+0.8%	—	—	13F
26	$OKE	ONEOK INC /NEW/	Energy	$2.9M	1.0%	34K	-2%
27	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.8M	0.9%	11K	+0.8%
28	—	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	—	$2.7M	0.9%	143K	+2%
29	$NVDA	NVIDIA CORP	Technology	$2.7M	0.9%	12K	+2%
30	—	FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN	—	$2.7M	0.9%	137K	+1%
31	—	FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY	—	$2.6M	0.9%	105K	+1%
32	—	VANGUARD INDEX FDS - MRNGSTR SML CP V	—	$2.6M	0.9%	11K	+0.3%
33	—	ISHARES TR - 20 YR TR BD ETF	—	$2.5M	0.9%	33K	+5%
34	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$2.3M	0.8%	37K	+2%
35	—	ISHARES TR - EXPANDED TECH	—	$2.2M	0.8%	21K	+3%
36	—	FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH	—	$2.2M	0.8%	68K	+2%
37	$XOM.R34088	EXXON MOBIL CORP	Energy	$2.1M	0.7%	13K	-0.6%
38	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$2.1M	0.7%	20K	-3%
39	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$2.1M	0.7%	12K	+6%
40	—	FIRST TR EXCH TRADED FD III - MANAGD MUN ETF	—	$2.0M	0.7%	43K	+1%
41	—	RBB FUND TRUST - FIRST EAGLE GBL	—	$2.0M	0.7%	40K	+11%
42	$QCOM	QUALCOMM INC/DE	Technology	$1.9M	0.7%	10K	+1%
43	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.9M	0.7%	2,112	+10%
44	$USB	US BANCORP DE	Financials	$1.9M	0.6%	33K	-0.5%
45	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$1.9M	0.6%	39K	+2%
46	$BA	BOEING CO	Industrials	$1.6M	0.6%	8,842	+2%
47	$V	VISA INC.	Financials	$1.5M	0.5%	4,174	+2%
48	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$1.5M	0.5%	6,898	+0.0%
49	—	T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM	—	$1.5M	0.5%	29K	+56%
50	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$1.4M	0.5%	49K	+4%
51	$GOOGL	Alphabet Inc.	Technology	$1.4M	0.5%	4,045	+6%
52	$IVZ	Invesco Ltd.	Financials	$1.3M	0.5%	19K	-0.5%
53	—	ISHARES TR - IBOXX INV CP ETF	—	$1.3M	0.5%	13K	-3%
54	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$1.3M	0.5%	3,515	+5%
55	—	ISHARES TR - RUS MID CAP ETF	—	$1.3M	0.4%	12K	+10%
56	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.3M	0.4%	1,844	+5%
57	$RTX	RTX Corp	Industrials	$1.3M	0.4%	6,764	-2%
58	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	—	$1.2M	0.4%	27K	+0.4%
59	$AVGO	Broadcom Inc.	Technology	$1.2M	0.4%	3,424	+9%
60	$AMAT	APPLIED MATERIALS INC /DE	Technology	$1.2M	0.4%	2,306	+1%
61	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$1.2M	0.4%	15K	-2%
62	$BAH	Booz Allen Hamilton Holding Corp	Technology	$1.1M	0.4%	27K	+5%
63	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.1M	0.4%	1,790	-10%
64	—	GLOBAL X FDS - CYBRSCURTY ETF	—	$1.0M	0.3%	22K	-0.7%
65	—	NEOS ETF TRUST - NASDAQ 100 HIGH	—	$1.0M	0.3%	18K	+35%
66	—	PIMCO ETF TR - INTER MUN BD ACT	—	$1.0M	0.3%	20K	+7%
67	$FITB	FIFTH THIRD BANCORP	Financials	$937K	0.3%	19K	-0.1%
68	—	ROUNDHILL ETF TRUST - MEMORY ETF	—	$875K	0.3%	15K	+41%
69	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$845K	0.3%	5,060	+69%
70	—	ISHARES TR - MSCI USA MIN ETF	—	$842K	0.3%	8,645	+0.3%
71	$CSX	CSX CORP	Industrials	$833K	0.3%	18K	—
72	$AXP	AMERICAN EXPRESS CO	Financials	$831K	0.3%	2,733	—
73	$CEF	Sprott Physical Gold & Silver Trust	Financials	$785K	0.3%	19K	+8%
74	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$771K	0.3%	16K	New
75	$LSCC	LATTICE SEMICONDUCTOR CORP	Technology	$747K	0.3%	5,950	-0.8%
76	$MA	Mastercard Inc	Financials	$735K	0.3%	1,333	+0.1%
77	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$670K	0.2%	24K	-2%
78	$CVX	CHEVRON CORP	Energy	$668K	0.2%	3,271	-2%
79	$YMM	Full Truck Alliance Co. Ltd.	Technology	$664K	0.2%	17K	+23%
80	$IAU	ISHARES GOLD TRUST	Financials	$614K	0.2%	7,864	+12%
81	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$572K	0.2%	9,520	+19%
82	$NUW	Nuveen AMT-Free Municipal Value Fund	Other	$559K	0.2%	42K	—
83	—	AMERICAN CENTY ETF TR - US QUALITY GROW	—	$555K	0.2%	4,733	+2%
84	$PG	PROCTER & GAMBLE Co	Consumer Staples	$550K	0.2%	3,787	—
85	—	ISHARES TR - RUSSELL 2000 ETF	—	$543K	0.2%	1,953	+7%
86	$CP	CANADIAN PACIFIC KANSAS CITY LTD/CN	Industrials	$534K	0.2%	6,275	—
87	$JNJ	JOHNSON & JOHNSON	Healthcare	$525K	0.2%	1,983	+1%
88	$VSH	VISHAY INTERTECHNOLOGY INC	Technology	$522K	0.2%	16K	New
89	—	VANGUARD WORLD FD - INF TECH ETF	—	$515K	0.2%	4,096	-0.3%
90	$UNP	UNION PACIFIC CORP	Industrials	$506K	0.2%	1,859	+0.4%
91	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$505K	0.2%	8,975	+6%
92	$IVZ	Invesco Ltd.	Financials	$503K	0.2%	2,416	+8%
93	$RMBS	RAMBUS INC	Technology	$478K	0.2%	4,475	New
94	—	INNOVATOR ETFS TRUST - US EQTY PWR BF	—	$477K	0.2%	10K	New
95	$RCL	ROYAL CARIBBEAN CRUISES LTD	Industrials	$472K	0.2%	1,775	—
96	—	ISHARES TR - CORE S&P500 ETF	—	$461K	0.2%	602	+49%
97	—	SPDR SERIES TRUST - ST STR SP DIV	—	$457K	0.1%	3,119	+0.6%
98	$OGS	ONE Gas, Inc.	Energy	$447K	0.1%	6,213	—
99	$DG	DOLLAR GENERAL CORP	Consumer Staples	$444K	0.1%	3,709	—
100	$HOOD	Robinhood Markets, Inc.	Financials	$435K	0.1%	3,864	+1%
101	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$432K	0.1%	5,514	+3%
102	$WMT	Walmart Inc.	Consumer Staples	$430K	0.1%	4,140	+13%
103	$ORCL	ORACLE CORP	Technology	$408K	0.1%	2,970	-6%
104	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$403K	0.1%	2,059	+0.0%
105	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$396K	0.1%	5,126	+7%
106	$COP	CONOCOPHILLIPS	Energy	$390K	0.1%	3,117	+24%
107	$PEP	PEPSICO INC	Consumer Staples	$380K	0.1%	2,997	+0.3%
108	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$366K	0.1%	998	+1%
109	—	SELECT SECTOR SPDR TR - ST STR SVC ETF	—	$354K	0.1%	3,188	-1%
110	$JPM	JPMORGAN CHASE & CO	Financials	$336K	0.1%	1,016	+0.2%
111	$BAC	BANK OF AMERICA CORP /DE/	Financials	$327K	0.1%	6,012	+0.0%
112	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$324K	0.1%	2,090	+0.3%
113	$DVN	DEVON ENERGY CORP/DE	Energy	$314K	0.1%	6,811	-4%
114	—	LISTED FDS TR - ROUN MA SEVE ETF	—	$308K	0.1%	4,293	+6%
115	$HRI	HERC HOLDINGS INC	Industrials	$308K	0.1%	2,465	—
116	$NOW	ServiceNow, Inc.	Technology	$307K	0.1%	2,290	—
117	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$301K	0.1%	659	+2%
118	$MCD	MCDONALDS CORP	Consumer Discretionary	$298K	0.1%	1,292	+0.1%
119	$IBIT	iShares Bitcoin Trust ETF	Financials	$293K	0.1%	6,198	-4%
120	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$290K	0.1%	2,666	+0.2%
121	$IVZ	Invesco Ltd.	Financials	$288K	0.1%	5,292	+0.4%
122	$GOOG	Alphabet Inc.	Technology	$287K	0.1%	842	—
123	$VLO	VALERO ENERGY CORP/TX	Energy	$285K	0.1%	734	New
124	—	ISHARES TR - MSCI EAFE ETF	—	$282K	0.1%	2,710	-3%
125	$ABBV	AbbVie Inc.	Healthcare	$281K	0.1%	1,075	+0.1%
126	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$269K	0.1%	5,038	-2%
127	$ZM	Zoom Communications, Inc.	Technology	$254K	0.1%	2,798	+8%
128	$ARM	ARM HOLDINGS PLC /UK	Technology	$250K	0.1%	863	—
129	$AFL	AFLAC INC	Financials	$244K	0.1%	2,187	+0.1%
130	$SCHW	SCHWAB CHARLES CORP	Financials	$237K	0.1%	2,425	+7%
131	$LUV	SOUTHWEST AIRLINES CO	Industrials	$226K	0.1%	5,428	+0.0%
132	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$220K	0.1%	651	—
133	$DE	DEERE & CO	Industrials	$217K	0.1%	323	—
134	—	INNOVATOR ETFS TRUST - QUITY MANAGD FLR	—	$217K	0.1%	5,560	New
135	$LRCX	LAM RESEARCH CORP	Technology	$209K	0.1%	635	—
136	$PSX	Phillips 66	Energy	$204K	0.1%	800	New
137	$CYPH	CYPHERPUNK TECHNOLOGIES INC.	Healthcare	$156K	0.1%	47K	New
138	$CFFN	Capitol Federal Financial, Inc.	Financials	$109K	0.0%	13K	+0.6%

What changed in Q3 2026

Against the previous quarter's 13F: 8 new, 90 added to, 25 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (8)

INNOVATOR ETFS TRUST - US EQTY PWR BUF$771K
first bought this quarter
$VSHVISHAY INTERTECHNOLOGY INC$522K
first bought this quarter
$RMBSRAMBUS INC$478K
first bought this quarter
INNOVATOR ETFS TRUST - US EQTY PWR BF$477K
first bought this quarter
$VLOVALERO ENERGY CORP/TX$285K
first bought this quarter
INNOVATOR ETFS TRUST - QUITY MANAGD FLR$217K
first bought this quarter

+2 more in the Excel export

Added to (90)

FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL+21%
now $5.7M
ISHARES TR - ISHARES SEMICDTR+12%
now $7.8M
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT+23%
now $3.7M
ISHARES TR - S&P 500 GRWT ETF+3%
now $18.3M
AMERICAN CENTY ETF TR - US LARGE CAP VLU+7%
now $7.8M
T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM+56%
now $1.5M

+84 more in the Excel export

Trimmed (25)

$MUMICRON TECHNOLOGY INC-2%
now $9.8M · held 8+ qtrs, 3 trims in a row
$SPYSPDR S&P 500 ETF TRUST-4%
now $3.1M · held 8+ qtrs
VANECK ETF TRUST - SEMICONDUCTR ETF-10%
now $1.1M
$AMDADVANCED MICRO DEVICES INC-0.8%
now $12.9M · held 8+ qtrs
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-3%
now $2.1M
$OKEONEOK INC /NEW/-2%
now $2.9M · held 8+ qtrs, 2 trims in a row

+19 more in the Excel export

Sold out (6)

$EVRGEvergy, Inc.was $219K
held 2 qtrs
$DKNGDraftKings Inc.was $212K
held 7+ qtrs
$INTCINTEL CORPwas $202K
held 1 qtr
$AMPGAmpliTech Group, Inc.was $201K
$RXRXRECURSION PHARMACEUTICALS, INC.was $66K
$PRPLPurple Innovation, Inc.was $41K

Firm AUM (Form ADV): $566.1M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Midwest Financial Group LLC has filed, 14 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Midwest Financial Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-1.9%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 21% over the last 4

Top 10 weight

40%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Midwest Financial Group LLC disclosed 138 positions worth $295.3M in its Form 13F-HR for Q3 2026, followed by $QQQ. During the quarter the fund opened 8 new positions and exited 6 and a full exit from $EVRG. The portfolio is most concentrated in Other (69.8% of disclosed assets). All figures are sourced directly from Midwest Financial Group LLC’s Form 13F-HR filing with the SEC under CIK 1967193.

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AI-Powered Hedge Fund Analysis: Midwest Financial Group LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Midwest Financial Group LLC (SEC CIK: 1967193), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Midwest Financial Group LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.