Midwest Financial Network, LLC
CIK 2137280 · Holdings on Dec 31, 2024 · First reported Jun 4, 2026
Top ten holdings
Q4 2024- VOOV5.16%
- CGCP4.68%
- VOO4.61%
- PJUL4.25%
- LGOV4.23%
- GJAN3.91%
- GAPR3.90%
- GOCT3.86%
- BND3.81%
- CGMS3.58%
Share classes counted separately41.99%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVVANGUARD S&P 500 VALUE ETF500 VAL IDX FD View history and evidence | $4.97M | 5.16% | 26.92K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGCPCAP GROUP CORE PLUS INCOMECORE PLUS INCM View history and evidence | $4.50M | 4.68% | 202.71K shares | Prior unavailable — | — | ↗▾ |
| 03 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $4.44M | 4.61% | 8.24K shares | Prior unavailable — | — | ↗▾ |
| 04 | PJULINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $4.09M | 4.25% | 99.37K shares | Prior unavailable — | — | ↗▾ |
| 05 | LGOVFIRST TR LONG DURATION O-ETFLNG DUR OPRTUN View history and evidence | $4.07M | 4.23% | 195.13K shares | Prior unavailable — | — | ↗▾ |
| 06 | GJANFT VEST US EQUITY MODERATE BFT VEST US EQT View history and evidence | $3.76M | 3.91% | 97.38K shares | Prior unavailable — | — | ↗▾ |
| 07 | GAPRFT VEST US EQUITY MODERATE BFT VEST US EQT View history and evidence | $3.75M | 3.90% | 99.94K shares | Prior unavailable — | — | ↗▾ |
| 08 | GOCTFT VEST US EQUITY MODERATE BFT VEST U.S EQT View history and evidence | $3.71M | 3.86% | 106.08K shares | Prior unavailable — | — | ↗▾ |
| 09 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $3.66M | 3.81% | 50.90K shares | Prior unavailable — | — | ↗▾ |
| 10 | CGMSCAP GROUP US MULTI-SECT BONDUS MULTI-SECTOR View history and evidence | $3.44M | 3.58% | 126.11K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2137280 · Period Dec 31, 2024
Data loaded Sep 23, 2026 · First reported Jun 4, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 96188743
}Research all 57 reported holdings.
This page includes 30 of 57 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 57 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"2137280","quarter":"2024Q4","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"2137280","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.