Fund Holdings

Midwest Financial Group LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP600GRWO
053,306+53,30606,350,3072.23%+6,350,307
MICRON TECHNOLOGY INC(MU)20,7829,460-11,3227,021,10210,919,9893.83%+3,898,887
ISHARES TR117,595124,345+6,75013,301,16717,101,1836.00%+3,800,016
ADVANCED MICRO DEVICES INC(AMD)42,12821,269-20,8598,570,09912,355,3754.33%+3,785,276
INVESCO QQQ TR19,19420,168+97411,078,53214,851,6165.21%+3,773,084
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0149,886+149,88603,729,1641.31%+3,729,164
SELECT SECTOR SPDR TR
ST STR UTIL ETF
070,647+70,64703,203,1231.12%+3,203,123
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
061,421+61,42103,026,8101.06%+3,026,810
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
074,091+74,09102,909,5541.02%+2,909,554
FIRST TR EXCHANGE-TRADED FD0139,583+139,58302,731,6320.96%+2,731,632
ISHARES TR15,75012,286-3,4645,176,3067,872,4052.76%+2,696,099
FIRST TR EXCHNG TRADED FD VI
MULTI STRATEGY
0103,963+103,96302,498,2310.88%+2,498,231
AMERICAN CENTY ETF TR117,507122,270+4,76312,980,97315,254,3575.35%+2,273,384
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
042,306+42,30602,173,1410.76%+2,173,141
SELECT SECTOR SPDR TR
ST STR ENERG ETF
036,295+36,29501,927,6460.68%+1,927,646
SELECT SECTOR SPDR TR
ST STR CARE ETF
011,567+11,56701,835,1980.64%+1,835,198
ISHARES TR020,110+20,11001,821,9660.64%+1,821,966
AMERICAN CENTY ETF TR69,76479,903+10,1395,623,6557,287,9962.56%+1,664,341
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
84,018109,924+25,9063,344,7754,695,9621.65%+1,351,187
PUTNAM ETF TRUST154,629165,608+10,9797,174,7778,437,7472.96%+1,262,970
SELECT SECTOR SPDR TR
ST STR STAPL ETF
014,845+14,84501,233,1770.43%+1,233,177
APPLE INC(AAPL)31,07530,543-5327,886,4788,837,9533.10%+951,475
APPLIED MATLS INC2,2782,281+3778,6931,648,8360.58%+870,143
VANECK ETF TRUST
MRNGSTR WDE MOAT
57,68661,996+4,3105,578,2366,445,1042.26%+866,868
ISHARES TR
MSCI USA MIN ETF
08,618+8,6180831,3250.29%+831,325
SCHWAB STRATEGIC TR137,123142,537+5,4143,994,4024,823,4411.69%+829,039
ISHARES TR30,18730,580+3933,752,5164,535,2921.59%+782,776
ROUNDHILL ETF TRUST010,275+10,2750758,8090.27%+758,809
STATE STR SPDR S&P MIDCAP 40(MDY)7,2767,459+1834,487,5175,246,2771.84%+758,760
NVIDIA CORPORATION(NVDA)9,33911,626+2,2871,628,7832,326,1690.82%+697,386
VANGUARD INDEX FDS28,84830,111+1,2635,316,0555,949,9232.09%+633,868
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
19,89420,707+8131,246,9391,860,4860.65%+613,547
STATE STR SPDR S&P 500 ETF T(SPY)3,9874,282+2952,592,9763,197,9051.12%+604,929
RBB FUND TRUST
FIRST EAGLE GBL
25,76836,437+10,6691,211,0961,782,4980.63%+571,402
VISA INC(V)2,7834,092+1,309841,0061,403,8600.49%+562,854
SCHWAB STRATEGIC TR380,970386,258+5,28811,688,16412,248,2464.30%+560,082
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,986+2,9860553,1140.19%+553,114
QUALCOMM INC(QCOM)10,63010,330-3001,368,9311,908,8810.67%+539,950
GLOBAL X FDS
CYBRSCURTY ETF
12,88022,585+9,705323,417862,5210.30%+539,104
NEOS ETF TRUST
NASDAQ 100 HIGH
4,60013,500+8,900228,574766,6650.27%+538,091
SCHWAB STRATEGIC TR311,242334,025+22,7837,227,0387,726,0062.71%+498,968
GLOBAL X FDS
DEFENSE TECH ETF
07,970+7,9700475,8890.17%+475,889
SPDR SERIES TRUST
ST STR SP DIV
03,100+3,1000471,6890.17%+471,689
VANGUARD INDEX FDS1,3191,752+433788,1211,203,3410.42%+415,220
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,058+2,0580392,0040.14%+392,004
ROBINHOOD MKTS INC(HOOD)03,824+3,8240383,4710.13%+383,471
ISHARES TR8,76511,182+2,417852,1841,233,5660.43%+381,382
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,224+3,2240345,3720.12%+345,372
ALPHABET INC(GOOG)3,5733,823+2501,027,5331,366,1390.48%+338,606
T ROWE PRICE EXCHANGE-TRADED
ULTRA SHRT TRM
12,20018,957+6,757606,932943,5040.33%+336,572
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,660+2,6600312,0160.11%+312,016
BERKSHIRE HATHAWAY INC DEL7,0467,368+3223,376,4433,686,8741.29%+310,431
ARM HOLDINGS PLC0863+8630305,9940.11%+305,994
VANGUARD INDEX FDS11,05511,105+502,401,6342,698,4620.95%+296,828
AMAZON COM INC(AMZN)11,26711,023-2442,346,5782,627,2220.92%+280,644
SELECT SECTOR SPDR TR
ST STR FINL ETF
05,139+5,1390275,4760.10%+275,476
VANGUARD WORLD FD
INF TECH ETF
3144,108+3,794218,838491,0380.17%+272,200
MICROSOFT CORP(MSFT)10,02310,663+6403,710,0983,977,4971.40%+267,399
LISTED FDS TR
ROUN MA SEVE ETF
04,045+4,0450260,0940.09%+260,094
BROADCOM INC(AVGO)3,0223,148+126935,4291,189,1090.42%+253,680
US BANCORP(USB)33,73433,134-6001,754,5052,001,2940.70%+246,789
VANGUARD INDEX FDS0651+6510238,0710.08%+238,071
SERVICENOW INC(NOW)02,290+2,2900227,3510.08%+227,351
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
23,13225,464+2,332823,2501,046,5500.37%+223,300
SCHWAB CHARLES CORP(SCHW)02,266+2,2660209,0840.07%+209,084
DEERE & CO(DE)0323+3230204,8890.07%+204,889
INTEL CORP(INTC)01,450+1,4500202,4640.07%+202,464
AMPLITECH GROUP INC028,950+28,9500201,4920.07%+201,492
LATTICE SEMICONDUCTOR CORP(LSCC)7,7256,000-1,725716,571917,7600.32%+201,189
SCHWAB STRATEGIC TR47,00447,258+2541,179,8051,368,6000.48%+188,795
VANECK ETF TRUST
SEMICONDUCTR ETF
2,9251,990-9351,121,4451,305,2210.46%+183,776
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
125,878134,827+8,9492,715,1942,885,2951.01%+170,101
VANGUARD INDEX FDS3,3423,356+141,072,1471,241,8580.44%+169,711
VANGUARD INDEX FDS6,8156,895+801,337,1711,502,5210.53%+165,350
ISHARES TR1,5961,821+225395,764547,1420.19%+151,378
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,8288,473+2,645330,356478,5520.17%+148,196
UNITEDHEALTH GROUP INC(UNH)981985+4265,484409,5820.14%+144,098
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
66,97067,107+1372,006,0022,146,6930.75%+140,691
VANGUARD INDEX FDS1,0115,339+4,328290,373430,1730.15%+139,800
FIFTH THIRD BANCORP(FITB)19,60018,550-1,050910,6161,045,6640.37%+135,048
BOEING CO(BA)8,7828,687-951,747,8811,880,4750.66%+132,594
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,8442,245+401353,878477,5960.17%+123,718
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
24,63827,190+2,5521,156,7431,272,7840.45%+116,041
HERC HLDGS INC(HRI)2,4652,4650245,391353,3330.12%+107,942
AMERICAN EXPRESS CO(AXP)2,7332,7330826,653924,4090.32%+97,756
GLOBAL X FDS
GLOBAL X URANIUM
10,27013,559+3,289497,376592,5280.21%+95,152
SCHWAB STRATEGIC TR24,11124,865+754596,740688,7570.24%+92,017
TAIWAN SEMICONDUCTOR MANUFAC(TSM)6496490219,330309,9430.11%+90,613
AMERICAN CENTY ETF TR4,3824,624+242460,293545,8630.19%+85,570
CSX CORP(CSX)18,70017,900-800767,635850,7870.30%+83,152
INVESCO EXCH TRADED FD TR II18,38019,046+6661,344,3491,426,5480.50%+82,199
SOUTHWEST AIRLS CO(LUV)5,4275,4270203,879279,0640.10%+75,185
ROYAL CARIBBEAN GROUP
COM
1,7751,7750488,445563,6160.20%+75,171
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
36,94438,313+1,3691,840,1871,907,2000.67%+67,013
UNION PAC CORP(UNP)1,8251,852+27442,839503,8110.18%+60,972
PIMCO ETF TR
INTER MUN BD ACT
17,99319,011+1,018939,0531,000,0030.35%+60,950
CANADIAN PACIFIC KANSAS CITY(CP)6,2756,2750493,592543,7290.19%+50,137
BANK OF AMER CORP6,1106,011-99297,886342,5080.12%+44,622
ALPHABET INC(GOOG)882842-40252,897297,3990.10%+44,502
ISHARES TR4034030263,497302,1440.11%+38,647
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