Fund HoldingsMidwest Financial Group LLC

Total Portfolio Value
$226.36M
Total Bought
$38.55M
Total Sold
$28.93M
Net Transaction
+$9.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PUTNAM ETF TRUST0150,304+150,30406,8493.03%+6,849
SPDR SERIES TRUST
ST STR SP600GRWO
048,941+48,94104,6102.04%+4,610
MICRON TECHNOLOGY INC(MU)23,32523,140-1853,9036,6042.92%+2,702
SELECT SECTOR SPDR TR
ST STR UTIL ETF
061,496+61,49602,6251.16%+2,625
ADVANCED MICRO DEVICES INC(AMD)42,01342,293+2806,7979,0574.00%+2,260
SELECT SECTOR SPDR TR
ST STR ENERG ETF
041,674+41,67401,8630.82%+1,863
SELECT SECTOR SPDR TR
ST STR CARE ETF
09,236+9,23601,4300.63%+1,430
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
018,518+18,51801,3230.58%+1,323
SELECT SECTOR SPDR TR
ST STR STAPL ETF
014,578+14,57801,1320.50%+1,132
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
023,354+23,35401,1000.49%+1,100
SCHWAB STRATEGIC TR256,910302,319+45,4096,0307,0653.12%+1,036
INVESCO QQQ TR17,53118,599+1,06810,52511,4265.05%+901
SCHWAB STRATEGIC TR98,902117,586+18,6843,1563,8361.69%+680
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
91,003121,514+30,5111,9792,6531.17%+673
ALPHABET INC(GOOG)8,0588,078+201,9592,5281.12%+570
NVIDIA CORPORATION(NVDA)5,6808,625+2,9451,0601,6090.71%+549
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
54,33166,230+11,8992,0272,5761.14%+549
SPDR S&P 500 ETF TR(SPY)2,4883,195+7071,6572,1790.96%+521
ISHARES TR15,35315,533+1804,1624,6782.07%+515
AMERICAN CENTY ETF TR110,433112,787+2,35410,99111,5025.08%+511
AMAZON COM INC(AMZN)7,6759,350+1,6751,6852,1580.95%+473
APPLE INC(AAPL)31,55831,210-3488,0368,4853.75%+449
SPDR SERIES TRUST
ST STR SP DIV
03,061+3,06104260.19%+426
COSTCO WHSL CORP NEW(COST)1,3971,989+5921,2941,7150.76%+422
AMERICAN CENTY ETF TR64,99767,529+2,5324,6975,1172.26%+420
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,444+2,44403790.17%+379
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,147+3,14703700.16%+370
VISA INC(V)02,585+2,58509070.40%+907
VANGUARD INDEX FDS5,2276,986+1,7599751,3340.59%+359
ISHARES TR14,57517,513+2,9381,5521,8760.83%+324
RBB FUND TRUST
FIRST EAGLE GBL
8,77515,432+6,6573887100.31%+322
T ROWE PRICE ETF INC
ULTRA SHRT TRM
06,363+6,36303170.14%+317
ISHARES TR113,544113,758+21413,70714,0226.19%+315
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,529+2,52903020.13%+302
GLOBAL X FDS
GLOBAL X URANIUM
06,700+6,70002860.13%+286
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,955+1,95502810.12%+281
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
73,00580,578+7,5731,9942,2611.00%+267
VANECK ETF TRUST
MRNGSTR WDE MOAT
56,88456,914+305,6385,8942.60%+256
LAM RESEARCH CORP(LRCX)6,6766,67608941,1430.50%+249
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,370+4,37002390.11%+239
SOUTHWEST AIRLS CO(LUV)05,427+5,42702240.10%+224
ISHARES TR02,323+2,32302230.10%+223
US BANCORP DEL(USB)32,95133,954+1,0031,5931,8120.80%+219
VANGUARD INDEX FDS28,06128,733+6724,8995,0962.25%+198
T ROWE PRICE ETF INC
CAP APPRECIATION
15,79920,518+4,7195967840.35%+189
ISHARES TR5,7327,577+1,8455537290.32%+176
SPROTT ASSET MANAGEMENT LP(CEF)14,27815,258+9805246990.31%+175
ONEOK INC NEW(OKE)035,397+35,39702,6021.15%+2,602
FIFTH THIRD BANCORP(FITB)16,05018,100+2,0507158470.37%+132
APPLIED MATLS INC2,2732,278+54655850.26%+120
RTX CORPORATION(RTX)6,8526,857+51,1471,2580.56%+111
DOLLAR GEN CORP NEW(DG)03,734+3,73404960.22%+496
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
71,52172,562+1,0412,4922,6011.15%+109
EXXON MOBIL CORP14,22814,221-71,6041,7110.76%+107
GLOBAL X FDS
CYBRSCURTY ETF
6,16010,610+4,4502173230.14%+106
AMERICAN EXPRESS CO(AXP)2,7332,73309081,0110.45%+103
SCHWAB STRATEGIC TR18,93722,535+3,5984415420.24%+101
VANECK ETF TRUST
SEMICONDUCTR ETF
2,9252,92509551,0530.47%+99
HERC HLDGS INC(HRI)02,153+2,15303190.14%+319
ALPHABET INC(GOOG)88188102152770.12%+62
VANGUARD INDEX FDS10,95011,076+1262,2852,3461.04%+60
VANGUARD INDEX FDS1,2541,305+517688180.36%+50
BROADCOM INC(AVGO)2,8272,823-49339770.43%+44
JOHNSON & JOHNSON(JNJ)1,9751,957-183664050.18%+39
ISHARES GOLD TR(IAU)05,689+5,68904620.20%+462
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
4,4524,926+4742542820.12%+28
VANGUARD WHITEHALL FDS1,9112,069+1582692970.13%+28
SCHWAB STRATEGIC TR46,76846,872+1041,2021,2290.54%+27
VANGUARD INDEX FDS3,3873,382-51,1121,1340.50%+22
DEVON ENERGY CORP NEW(DVN)15,26715,178-895355560.25%+21
BANK AMERICA CORP5,6095,610+12893090.14%+19
NEOS ETF TRUST
NASDAQ 100 HIGH
4,1004,400+3002222370.10%+15
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
5,2565,25602382470.11%+9
PEPSICO INC(PEP)2,8052,80503944030.18%+9
WALMART INC(WMT)02,930+2,93003260.14%+326
AMERICAN CENTY ETF TR2,4412,497+562792860.13%+7
ISHARES TR40340302702760.12%+6
JPMORGAN CHASE & CO.(JPM)929922-72932970.13%+4
VANGUARD INDEX FDS68368302032060.09%+3
MASTERCARD INCORPORATED(MA)01,331+1,33107600.34%+760
VANGUARD WORLD FD
INF TECH ETF
31331302342360.10%+2
LATTICE SEMICONDUCTOR CORP(LSCC)7,7257,72505665680.25%+2
BERKSHIRE HATHAWAY INC DEL6,9236,927+43,4803,4821.54%+1
ISHARES TR1,6781,648-304064060.18%-0
AFLAC INC(AFL)2,1752,178+32432400.11%-3
ABBVIE INC(ABBV)1,0691,070+12472450.11%-3
VANGUARD INDEX FDS1,0111,01102972930.13%-4
ISHARES TR07,640+7,64002370.10%+237
CANADIAN PACIFIC KANSAS CITY(CP)06,175+6,17504550.20%+455
CHEVRON CORP NEW(CVX)3,2093,224+154984910.22%-7
ISHARES TR
MSCI USA MIN ETF
08,669+8,66908160.36%+816
UNION PAC CORP(UNP)1,8091,817+84284200.19%-7
RECURSION PHARMACEUTICALS IN(RXRX)010,135+10,1350410.02%+41
BOEING CO(BA)8,7908,695-951,8971,8880.83%-9
ISHARES TR31,60332,293+6902,8242,8151.24%-10
CONOCOPHILLIPS(COP)2,5512,451-1002412290.10%-12
MCDONALDS CORP(MCD)1,3411,291-504073950.17%-13
UNITEDHEALTH GROUP INC(UNH)957962+53313180.14%-13
CSX CORP(CSX)19,50018,700-8006926780.30%-15
CAPITOL FED FINL INC(CFFN)015,705+15,70501070.05%+107
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