Midwest Financial Network, LLC
CIK 2137280 · Holdings on Jun 30, 2026 · First reported Jul 7, 2026
Top ten holdings
Q2 2026- SPY8.89%
- VOO4.58%
- XLSR3.34%
- QUS3.25%
- VOOV2.98%
- SPEM2.86%
- LGOV2.67%
- BND2.57%
- SPDW2.47%
- CGMS2.27%
Share classes counted separately35.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +1.27 pp0.69% → 1.96%Shares +21.30K (+186.47%)
- LGOVWeight decreased · -1.17 pp3.84% → 2.67%Shares -40.87K (-18.26%)
- CGCPWeight decreased · -0.99 pp3.25% → 2.26%Shares -34.25K (-18.72%)
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 | $13.02M | 8.89% | 17.43K shares | 7.97% → 8.89%+0.92 pp +2.01K (+13.05%) | Added | ▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $6.70M | 4.58% | 9.76K shares | 5.31% → 4.58%-0.73 pp -1.43K (-12.75%) | Reduced | ▾ |
| 03 | XLSRSS US SECTOR ROTATIONSTATE STREET US View history and evidence | $4.89M | 3.34% | 75.34K shares | 2.90% → 3.34%+0.44 pp +12.14K (+19.21%) | Added | ▾ |
| 04 | QUSSS SPDR MSCI U STRATFACT ETFST STR MSCI USAQ View history and evidence | $4.75M | 3.25% | 25.44K shares | 2.96% → 3.25%+0.29 pp +3.75K (+17.29%) | Added | ▾ |
| 05 | VOOVVANGUARD S&P 500 VALUE ETF500 VAL IDX FD View history and evidence | $4.36M | 2.98% | 19.88K shares | 3.86% → 2.98%-0.88 pp -3.94K (-16.53%) | Reduced | ▾ |
| 06 | SPEMSTATE STREET SP PTF EM ETFST PORT MARK ETF View history and evidence | $4.19M | 2.86% | 80.86K shares | 2.68% → 2.86%+0.18 pp +8.85K (+12.28%) | Added | ▾ |
| 07 | LGOVFIRST TR LONG DURATION O-ETFLNG DUR OPRTUN View history and evidence | $3.92M | 2.67% | 183.00K shares | 3.84% → 2.67%-1.17 pp -40.87K (-18.26%) | Reduced | ▾ |
| 08 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $3.76M | 2.57% | 51.19K shares | 3.51% → 2.57%-0.94 pp -8.78K (-14.64%) | Reduced | ▾ |
| 09 | SPDWSTE STR SPDR PT DW EU ETFST STR PO EX ETF View history and evidence | $3.61M | 2.47% | 71.66K shares | 2.18% → 2.47%+0.29 pp +11.55K (+19.21%) | Added | ▾ |
| 10 | CGMSCAP GROUP US MULTI-SECT BONDUS MULTI-SECTOR View history and evidence | $3.33M | 2.27% | 121.84K shares | 3.25% → 2.27%-0.98 pp -28.56K (-18.99%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GWX STATE STREET SPDR S&P INTERN | Non-derivative | -10,224 | -$431.77K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2137280 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 146435676
}Research all 105 reported holdings.
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