Fund Holdings — Midwest Financial Group LLC

Total Portfolio Value
$234.50M
Total Bought
$15.68M
Total Sold
$7.77M
Net Transaction
+$7.91M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AMERICAN CENTY ETF TR112,787117,507+4,72011,50212,9815.54%+1,479
QUALCOMM INC(QCOM)010,630+10,63001,3690.58%+1,369
SCHWAB STRATEGIC TR389,507380,970-8,53710,68411,6884.98%+1,004
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
019,102+19,10208130.35%+813
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
66,23084,018+17,7882,5763,3451.43%+769
EXXON MOBIL CORP14,22114,203-181,7112,4101.03%+698
ONEOK INC NEW(OKE)35,39735,594+1972,6023,2171.37%+616
SELECT SECTOR SPDR TR
ST STR ENERG ETF
41,67440,289-1,3851,8632,4681.05%+605
AMERICAN CENTY ETF TR67,52969,764+2,2355,1175,6242.40%+507
RBB FUND TRUST
FIRST EAGLE GBL
15,43225,768+10,3367101,2110.52%+501
ISHARES TR15,53315,750+2174,6785,1762.21%+499
MICRON TECHNOLOGY INC(MU)23,14020,782-2,3586,6047,0212.99%+417
STATE STR SPDR S&P 500 ETF T(SPY)3,1953,987+7922,1792,5931.11%+414
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,844+1,84403540.15%+354
PUTNAM ETF TRUST150,304154,629+4,3256,8497,1753.06%+325
SPDR SERIES TRUST
ST STR SP600GRWO
48,94150,960+2,0194,6104,9242.10%+314
SELECT SECTOR SPDR TR
ST STR UTIL ETF
61,49663,799+2,3032,6252,9281.25%+302
T ROWE PRICE ETF INC
ULTRA SHRT TRM
6,36312,200+5,8373176070.26%+290
COSTCO WHOLESALE CORPORATION(COST)1,9892,004+151,7151,9970.85%+282
NIKE INC(NKE)04,158+4,15802200.09%+220
VANGUARD INDEX FDS28,73328,848+1155,0965,3162.27%+220
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0649+64902190.09%+219
GLOBAL X FDS
GLOBAL X URANIUM
6,70010,270+3,5702864970.21%+211
EVERGY INC(EVRG)02,536+2,53602080.09%+208
CHEVRON CORPORATION(CVX)3,2243,338+1144916910.29%+199
APPLIED MATLS INC2,2782,27805857790.33%+193
AMAZON COM INC(AMZN)9,35011,267+1,9172,1582,3471.00%+188
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
80,57880,922+3442,2612,4401.04%+179
AMERICAN CENTY ETF TR2,4974,382+1,8852864600.20%+174
SCHWAB STRATEGIC TR302,319311,242+8,9237,0657,2273.08%+162
SCHWAB STRATEGIC TR117,586137,123+19,5373,8363,9941.70%+159
ISHARES GOLD TR(IAU)5,6896,997+1,3084626170.26%+155
LATTICE SEMICONDUCTOR CORP(LSCC)7,7257,72505687170.31%+148
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
68,42866,970-1,4581,8712,0060.86%+135
ISHARES TR7,5778,765+1,1887298520.36%+123
WALMART INC(WMT)2,9303,606+6763264480.19%+122
CONOCOPHILLIPS(COP)2,4512,517+662293320.14%+103
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,4442,973+5293794810.21%+102
SPROTT ASSET MANAGEMENT LP(CEF)15,25816,758+1,5006998000.34%+101
CSX CORP(CSX)18,70018,70006787680.33%+90
ISHARES TR30,60030,187-4133,6783,7531.60%+75
JOHNSON & JOHNSON(JNJ)1,9571,958+14054790.20%+74
RTX CORPORATION(RTX)6,8576,875+181,2581,3260.57%+69
VANECK ETF TRUST
SEMICONDUCTR ETF
2,9252,92501,0531,1210.48%+68
STATE STR SPDR S&P MIDCAP 40(MDY)7,3307,276-544,4224,4881.91%+65
FIFTH THIRD BANCORP(FITB)18,10019,600+1,5008479110.39%+63
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
121,514125,878+4,3642,6532,7151.16%+63
SELECT SECTOR SPDR TR
ST STR STAPL ETF
14,57814,570-81,1321,1940.51%+62
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
23,35424,638+1,2841,1001,1570.49%+57
VANGUARD INDEX FDS11,07611,055-212,3462,4021.02%+56
ISHARES TR17,51318,197+6841,8761,9320.82%+56
SCHWAB STRATEGIC TR22,53524,111+1,5765425970.25%+55
ISHARES TR32,29333,073+7802,8152,8671.22%+52
ONE GAS INC(OGS)6,2886,213-754865350.23%+49
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,9265,828+9022823300.14%+48
INVESCO EXCH TRADED FD TR II18,24518,380+1351,3031,3440.57%+41
T ROWE PRICE ETF INC
CAP APPRECIATION
20,51823,132+2,6147848230.35%+39
CANADIAN PACIFIC KANSAS CITY(CP)6,1756,275+1004554940.21%+39
PEPSICO INC(PEP)2,8052,820+154034380.19%+35
ISHARES TR2,3232,613+2902232540.11%+31
PROCTER & GAMBLE CO(PG)3,6583,807+1495245500.23%+26
SPDR SERIES TRUST
ST STR SP DIV
3,0613,080+194264490.19%+23
UNION PAC CORP(UNP)1,8171,825+84204430.19%+22
NVIDIA CORPORATION(NVDA)8,6259,339+7141,6091,6290.69%+20
VANGUARD WHITEHALL FDS2,0692,076+72973070.13%+11
MCDONALDS CORP(MCD)1,2911,29103954010.17%+7
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,3704,971+6012392450.10%+6
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
5,2565,25602472500.11%+3
VANGUARD INDEX FDS6,9866,815-1711,3341,3370.57%+3
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,9552,131+1762812830.12%+2
GLOBAL X FDS
CYBRSCURTY ETF
10,61012,880+2,2703233230.14%0
JPMORGAN CHASE & CO(JPM)9221,010+882972970.13%0
AFLAC INC(AFL)2,1782,181+32402390.10%-1
PIMCO ETF TR
INTER MUN BD ACT
17,96717,993+269429390.40%-3
VANGUARD INDEX FDS1,0111,01102932900.12%-3
PURPLE INNOVATION INC(PRPL)115,000115,000079760.03%-3
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
36,88436,944+601,8441,8400.78%-4
CAPITOL FED FINL INC(CFFN)15,70514,427-1,2781071030.04%-4
NEOS ETF TRUST
NASDAQ 100 HIGH
4,4004,600+2002372290.10%-8
ISHARES TR
MSCI USA MIN ETF
8,6698,703+348168070.34%-9
TESLA INC(TSLA)652764+1122932840.12%-9
ISHARES TR1,6481,596-524063960.17%-10
NUVEEN AMT-FREE MUN VALUE FD(NUW)42,94942,199-7506156050.26%-10
ISHARES TR7,6407,465-1752372260.10%-10
RECURSION PHARMACEUTICALS IN(RXRX)10,13510,135041310.01%-10
BANK AMERICA CORP5,6106,110+5003092980.13%-11
ABBVIE INC(ABBV)1,0701,072+22452330.10%-11
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,8134,683-1303843710.16%-13
ISHARES TR40340302762630.11%-13
VANGUARD WORLD FD
INF TECH ETF
313314+12362190.09%-17
SOUTHWEST AIRLS CO(LUV)5,4275,42702242040.09%-20
ROYAL CARIBBEAN GROUP
COM
1,8251,775-505094880.21%-21
SELECT SECTOR SPDR TR
ST STR SVC ETF
3,1473,151+43703490.15%-21
ALPHABET INC(GOOG)881882+12772530.11%-24
ZOOM COMMUNICATIONS INC(ZM)2,6902,590-1002322080.09%-24
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
72,56272,932+3702,6012,5761.10%-25
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,5292,544+153022770.12%-25
VANGUARD INDEX FDS1,3051,319+148187880.34%-30
BROADCOM INC(AVGO)2,8233,022+1999779350.40%-41
SCHWAB STRATEGIC TR46,87247,004+1321,2291,1800.50%-50
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