Midwestern Financial, LLC /IA
CIK 2083276 · Holdings on Jun 30, 2026 · First reported Aug 13, 2026
Top ten holdings
Q2 2026- SPY10.84%
- AGG7.43%
- FLV7.31%
- ACWX6.80%
- AVEM5.62%
- AVDE5.18%
- JPST4.43%
- VTV3.49%
- SCHB3.23%
- SCHA2.95%
Share classes counted separately57.28%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight increased · +0.63 pp10.21% → 10.84%Shares +776 (+3.89%)
- SCHAWeight increased · +0.56 pp2.39% → 2.95%Shares +12.19K (+11.69%)
- VTVWeight decreased · -0.40 pp3.89% → 3.49%Shares -2.32K (-9.19%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $15.48M | 10.84% | 20.74K shares | 10.21% → 10.84%+0.63 pp +776 (+3.89%) | Added | ▾ |
| 02 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $10.62M | 7.43% | 107.27K shares | 7.70% → 7.43%-0.27 pp +8.70K (+8.83%) | Added | ▾ |
| 03 | FLVAMERICAN CENTURY FOCUSED LARFOCUSED LRG CAP View history and evidence | $10.44M | 7.31% | 128.39K shares | 7.43% → 7.31%-0.12 pp +5.20K (+4.22%) | Added | ▾ |
| 04 | ACWXISHARES MSCI ACWI EX US ETFMSCI ACWI EX US View history and evidence | $9.71M | 6.80% | 127.56K shares | 6.50% → 6.80%+0.30 pp +6.91K (+5.73%) | Added | ▾ |
| 05 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $8.03M | 5.62% | 83.21K shares | 5.31% → 5.62%+0.31 pp -616 (-0.73%) | Reduced | ▾ |
| 06 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $7.40M | 5.18% | 82.99K shares | 5.30% → 5.18%-0.12 pp +3.51K (+4.42%) | Added | ▾ |
| 07 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $6.33M | 4.43% | 125.15K shares | 4.36% → 4.43%+0.07 pp +15.64K (+14.28%) | Added | ▾ |
| 08 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $4.99M | 3.49% | 22.89K shares | 3.89% → 3.49%-0.40 pp -2.32K (-9.19%) | Reduced | ▾ |
| 09 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $4.61M | 3.23% | 159.24K shares | 3.56% → 3.23%-0.33 pp -21.06K (-11.68%) | Reduced | ▾ |
| 10 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $4.21M | 2.95% | 116.49K shares | 2.39% → 2.95%+0.56 pp +12.19K (+11.69%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2083276 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 142830768
}Research all 54 reported holdings.
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