Fund HoldingsMidwest Financial Group LLC

Total Portfolio Value
$285.05M
Total Bought
$70.14M
Total Sold
$45.61M
Net Transaction
+$24.53M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP600GRWO
053,306+53,30606,3502.23%+6,350
MICRON TECHNOLOGY INC(MU)20,7829,460-11,3227,02110,9203.83%+3,899
ISHARES TR0124,345+124,345017,1016.00%+17,101
ADVANCED MICRO DEVICES INC(AMD)021,269+21,269012,3554.33%+12,355
INVESCO QQQ TR020,168+20,168014,8525.21%+14,852
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0149,886+149,88603,7291.31%+3,729
SELECT SECTOR SPDR TR
ST STR UTIL ETF
070,647+70,64703,2031.12%+3,203
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
061,421+61,42103,0271.06%+3,027
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
074,091+74,09102,9101.02%+2,910
FIRST TR EXCHANGE-TRADED FD0139,583+139,58302,7320.96%+2,732
ISHARES TR15,75012,286-3,4645,1767,8722.76%+2,696
FIRST TR EXCHNG TRADED FD VI
MULTI STRATEGY
0103,963+103,96302,4980.88%+2,498
AMERICAN CENTY ETF TR117,507122,270+4,76312,98115,2545.35%+2,273
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
042,306+42,30602,1730.76%+2,173
SELECT SECTOR SPDR TR
ST STR ENERG ETF
036,295+36,29501,9280.68%+1,928
SELECT SECTOR SPDR TR
ST STR CARE ETF
011,567+11,56701,8350.64%+1,835
ISHARES TR020,110+20,11001,8220.64%+1,822
AMERICAN CENTY ETF TR69,76479,903+10,1395,6247,2882.56%+1,664
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
84,018109,924+25,9063,3454,6961.65%+1,351
PUTNAM ETF TRUST154,629165,608+10,9797,1758,4382.96%+1,263
SELECT SECTOR SPDR TR
ST STR STAPL ETF
014,845+14,84501,2330.43%+1,233
APPLE INC(AAPL)030,543+30,54308,8383.10%+8,838
APPLIED MATLS INC2,2782,281+37791,6490.58%+870
VANECK ETF TRUST
MRNGSTR WDE MOAT
061,996+61,99606,4452.26%+6,445
ISHARES TR
MSCI USA MIN ETF
08,618+8,61808310.29%+831
SCHWAB STRATEGIC TR137,123142,537+5,4143,9944,8231.69%+829
ISHARES TR30,18730,580+3933,7534,5351.59%+783
ROUNDHILL ETF TRUST010,275+10,27507590.27%+759
STATE STR SPDR S&P MIDCAP 40(MDY)7,2767,459+1834,4885,2461.84%+759
NVIDIA CORPORATION(NVDA)9,33911,626+2,2871,6292,3260.82%+697
VANGUARD INDEX FDS28,84830,111+1,2635,3165,9502.09%+634
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
020,707+20,70701,8600.65%+1,860
STATE STR SPDR S&P 500 ETF T(SPY)3,9874,282+2952,5933,1981.12%+605
RBB FUND TRUST
FIRST EAGLE GBL
25,76836,437+10,6691,2111,7820.63%+571
VISA INC(V)04,092+4,09201,4040.49%+1,404
SCHWAB STRATEGIC TR380,970386,258+5,28811,68812,2484.30%+560
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,986+2,98605530.19%+553
QUALCOMM INC(QCOM)10,63010,330-3001,3691,9090.67%+540
GLOBAL X FDS
CYBRSCURTY ETF
12,88022,585+9,7053238630.30%+539
NEOS ETF TRUST
NASDAQ 100 HIGH
4,60013,500+8,9002297670.27%+538
SCHWAB STRATEGIC TR311,242334,025+22,7837,2277,7262.71%+499
GLOBAL X FDS
DEFENSE TECH ETF
07,970+7,97004760.17%+476
SPDR SERIES TRUST
ST STR SP DIV
03,100+3,10004720.17%+472
VANGUARD INDEX FDS1,3191,752+4337881,2030.42%+415
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,058+2,05803920.14%+392
ROBINHOOD MKTS INC(HOOD)03,824+3,82403830.13%+383
ISHARES TR8,76511,182+2,4178521,2340.43%+381
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,224+3,22403450.12%+345
ALPHABET INC(GOOG)03,823+3,82301,3660.48%+1,366
T ROWE PRICE EXCHANGE-TRADED
ULTRA SHRT TRM
12,20018,957+6,7576079440.33%+337
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,660+2,66003120.11%+312
BERKSHIRE HATHAWAY INC DEL07,368+7,36803,6871.29%+3,687
ARM HOLDINGS PLC0863+86303060.11%+306
VANGUARD INDEX FDS11,05511,105+502,4022,6980.95%+297
AMAZON COM INC(AMZN)11,26711,023-2442,3472,6270.92%+281
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,139+5,13902750.10%+275
VANGUARD WORLD FD
INF TECH ETF
3144,108+3,7942194910.17%+272
MICROSOFT CORP(MSFT)010,663+10,66303,9771.40%+3,977
LISTED FDS TR
ROUN MA SEVE ETF
04,045+4,04502600.09%+260
BROADCOM INC(AVGO)3,0223,148+1269351,1890.42%+254
US BANCORP(USB)033,134+33,13402,0010.70%+2,001
VANGUARD INDEX FDS0651+65102380.08%+238
SERVICENOW INC(NOW)02,290+2,29002270.08%+227
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
23,13225,464+2,3328231,0470.37%+223
SCHWAB CHARLES CORP(SCHW)02,266+2,26602090.07%+209
DEERE & CO(DE)0323+32302050.07%+205
INTEL CORP(INTC)01,450+1,45002020.07%+202
AMPLITECH GROUP INC028,950+28,95002010.07%+201
LATTICE SEMICONDUCTOR CORP(LSCC)7,7256,000-1,7257179180.32%+201
SCHWAB STRATEGIC TR47,00447,258+2541,1801,3690.48%+189
VANECK ETF TRUST
SEMICONDUCTR ETF
2,9251,990-9351,1211,3050.46%+184
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
125,878134,827+8,9492,7152,8851.01%+170
VANGUARD INDEX FDS03,356+3,35601,2420.44%+1,242
VANGUARD INDEX FDS6,8156,895+801,3371,5030.53%+165
ISHARES TR1,5961,821+2253965470.19%+151
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,8288,473+2,6453304790.17%+148
UNITEDHEALTH GROUP INC(UNH)0985+98504100.14%+410
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
66,97067,107+1372,0062,1470.75%+141
VANGUARD INDEX FDS1,0115,339+4,3282904300.15%+140
FIFTH THIRD BANCORP(FITB)19,60018,550-1,0509111,0460.37%+135
BOEING CO(BA)08,687+8,68701,8800.66%+1,880
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,8442,245+4013544780.17%+124
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
24,63827,190+2,5521,1571,2730.45%+116
HERC HLDGS INC(HRI)02,465+2,46503530.12%+353
AMERICAN EXPRESS CO(AXP)02,733+2,73309240.32%+924
GLOBAL X FDS
GLOBAL X URANIUM
10,27013,559+3,2894975930.21%+95
SCHWAB STRATEGIC TR24,11124,865+7545976890.24%+92
TAIWAN SEMICONDUCTOR MANUFAC(TSM)64964902193100.11%+91
AMERICAN CENTY ETF TR4,3824,624+2424605460.19%+86
CSX CORP(CSX)18,70017,900-8007688510.30%+83
INVESCO EXCH TRADED FD TR II18,38019,046+6661,3441,4270.50%+82
SOUTHWEST AIRLS CO(LUV)5,4275,42702042790.10%+75
ROYAL CARIBBEAN GROUP
COM
1,7751,77504885640.20%+75
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
36,94438,313+1,3691,8401,9070.67%+67
UNION PAC CORP(UNP)1,8251,852+274435040.18%+61
PIMCO ETF TR
INTER MUN BD ACT
17,99319,011+1,0189391,0000.35%+61
CANADIAN PACIFIC KANSAS CITY(CP)6,2756,27504945440.19%+50
BANK OF AMER CORP6,1106,011-992983430.12%+45
ALPHABET INC(GOOG)882842-402532970.10%+45
ISHARES TR40340302633020.11%+39
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