Mid-American Wealth Advisory Group, Inc. Top Holdings and 13F Report (2026) About Mid-American Wealth Advisory Group, Inc.Investment ActivityMid-American Wealth Advisory Group, Inc. has $276.59 million in total holdings as of June 30, 2026.Mid-American Wealth Advisory Group, Inc. owns shares of 66 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 47.14% of the portfolio was purchased this quarter.About 34.14% of the portfolio was sold this quarter.This quarter, Mid-American Wealth Advisory Group, Inc. has purchased 55 new stocks and bought additional shares in 22 stocks.Mid-American Wealth Advisory Group, Inc. sold shares of 22 stocks and completely divested from 11 stocks this quarter.Largest Holdings ELEVATION SERIES TRUST $45,507,064Simplify Short Term Treasury Futures Strategy ETF $30,740,532PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund $29,419,672AIM ETF PRODUCTS TRUST $18,281,017PIMCO Ultra Short Government Active ETF $17,933,030 Largest New Holdings this Quarter 210322574 - ELEVATION SERIES TRUST $45,507,064 Holding00888H653 - AIM ETF PRODUCTS TRUST $18,281,017 Holding00888H752 - AllianzIM U.S. Large Cap Buffer20 May ETF $7,476,245 Holding14214M260 - CARILLON SER TR $6,164,882 Holding78433H303 - NEOS S&P 500 High Income ETF $4,219,487 Holding Largest Purchases this Quarter ELEVATION SERIES TRUST 1,811,587 shares (about $45.51M)AIM ETF PRODUCTS TRUST 579,884 shares (about $18.28M)PIMCO Multi Sector Bond Active ETF 390,797 shares (about $10.36M)AllianzIM U.S. Large Cap Buffer20 May ETF 215,020 shares (about $7.48M)Simplify Short Term Treasury Futures Strategy ETF 365,601 shares (about $7.47M) Largest Sales this Quarter AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF 598,342 shares (about $21.46M)iShares iBonds 2026 Term High Yield and Income ETF 474,672 shares (about $10.75M)SIMPLIFY EXCHANGE TRADED FUN 376,131 shares (about $9.63M)Cisco Systems 52,250 shares (about $6.14M)ELEVATION SERIES TRUST 212,916 shares (about $5.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMid-American Wealth Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorELEVATION SERIES TRUST$45,507,064$45,507,064 â–²New Holding1,811,58716.5%S&P AU DE IN ETFTUASimplify Short Term Treasury Futures Strategy ETF$30,740,532$7,467,402 â–²32.1%1,505,04411.1%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$29,419,672$1,580,205 â–¼-5.1%314,58210.6%ETFAIM ETF PRODUCTS TRUST$18,281,017$18,281,017 â–²New Holding579,8846.6%ALLIANZIM US EQUBILZPIMCO Ultra Short Government Active ETF$17,933,030$4,991,591 â–²38.6%177,6786.5%ETFPYLDPIMCO Multi Sector Bond Active ETF$12,663,220$10,363,936 â–²450.7%477,4974.6%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$10,504,575$10,751,324 â–¼-50.6%463,7783.8%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$8,678,640$1,052,509 â–¼-10.8%171,3453.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$8,268,973$727,623 â–²9.6%90,2333.0%ETFMAYWAllianzIM U.S. Large Cap Buffer20 May ETF$7,476,245$7,476,245 â–²New Holding215,0202.7%ETFCARILLON SER TR$6,164,882$6,164,882 â–²New Holding210,2622.2%RJ EA GCM DI ETFIBHGiShares iBonds 2027 Term High Yield and Income ETF$4,323,637$288,166 â–¼-6.2%195,8171.6%ETFLONZPIMCO Senior Loan Active Exchange-Traded Fund$4,319,875$292,114 â–¼-6.3%87,6061.6%ETFSPYINEOS S&P 500 High Income ETF$4,219,487$4,219,487 â–²New Holding79,4781.5%ETFNVDANVIDIA$4,015,062$3,426,789 â–²582.5%20,0661.5%Computer and TechnologyINNOVATOR ETFS TRUST$3,962,209$3,365,025 â–²563.5%155,6861.4%INDE AUT INC ETFQQQMInvesco NASDAQ 100 ETF$3,512,539$173,294 â–¼-4.7%11,5941.3%ETFELEVATION SERIES TRUST$3,460,198$808,745 â–¼-18.9%125,4151.3%TRUE SE BUFF ETFBMYBristol Myers Squibb$3,353,063$1,291,603 â–¼-27.8%58,1931.2%MedicalSCHASchwab US Small-Cap ETF$3,195,133$278,058 â–²9.5%88,4341.2%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$3,041,201$4,008,591 â–¼-56.9%47,4451.1%ETFVZVerizon Communications$3,021,709$749,246 â–¼-19.9%71,3681.1%Computer and TechnologyELEVATION SERIES TRUST$2,960,712$5,067,387 â–¼-63.1%124,4001.1%TRUE QU BEAR ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,865,524$2,099,368 â–²274.0%28,4251.0%ETFTYASimplify Intermediate Term Treasury Futures Strategy ETF$2,534,934$2,534,934 â–²New Holding198,5520.9%ETFELEVATION SERIES TRUST$2,438,489$2,438,489 â–²New Holding98,4060.9%TRUESHARES S&PORLYO'Reilly Automotive$2,332,096$6,815 â–²0.3%25,3240.8%Retail/WholesaleELEVATION SERIES TRUST$1,874,030$350,654 â–¼-15.8%51,1190.7%TRUE ST MARC ETFMOAltria Group$1,307,443$579,399 â–¼-30.7%18,1720.5%Consumer StaplesSPMOInvesco S&P 500 Momentum ETF$1,298,460$484,459 â–¼-27.2%8,0380.5%ETFKOCocaCola$1,257,654$639,839 â–¼-33.7%15,4750.5%Consumer StaplesAAPLApple$1,250,463$320,357 â–²34.4%4,3210.5%Computer and TechnologyFIRST TR EXCHANGE-TRADED FD$1,226,772$1,226,772 â–²New Holding59,7260.4%VEST LAD AUT ETFELEVATION SERIES TRUST$1,134,849$29,231 â–²2.6%17,5870.4%TRUESHS TECH AIELEVATION SERIES TRUST$1,051,810$284,190 â–²37.0%23,1910.4%TRUESHARES STRCTMFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF$1,048,470$155,501 â–²17.4%15,6090.4%ETFNOCTInnovator Growth-100 Power Buffer ETF - October$1,033,290$229,280 â–²28.5%16,5260.4%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$1,026,407$139,228 â–²15.7%8,9350.4%ManufacturingELEVATION SERIES TRUST$1,013,164$1,013,164 â–²New Holding41,0530.4%TRUESHARES EQTYAMZNAmazon.com$1,011,806$559,651 â–²123.8%4,2450.4%Retail/WholesaleMSFTMicrosoft$817,767$467,455 â–²133.4%2,1920.3%Computer and TechnologyTSLATesla$808,582$446,361 â–²123.2%1,9220.3%Auto/Tires/TrucksGOOGLAlphabet$792,339$38,598 â–²5.1%2,2170.3%Computer and TechnologyGOOGAlphabet$723,005$383,412 â–²112.9%2,0460.3%Computer and TechnologyELEVATION SERIES TRUST$627,077$627,077 â–²New Holding20,5080.2%TRUES CONVE ETFPIMCO ETF TR$622,816$622,816 â–²New Holding11,4760.2%US STK PLUS ACMAXISimplify Bitcoin Strategy PLUS Income ETF$609,113$462,349 â–²315.0%73,4310.2%ETFGLDSPDR Gold Shares$590,294$46,428 â–¼-7.3%1,6020.2%FinanceMETAMeta Platforms$481,356$481,356 â–²New Holding8550.2%Computer and TechnologyAMATApplied Materials$434,660$434,660 â–²New Holding6010.2%Computer and TechnologyWALMART INC$429,967$16,877 â–²4.1%3,7960.2%COMTLSATiziana Life Sciences$413,747$413,747 â–²New Holding323,2400.1%MedicalBRK.BBerkshire Hathaway$400,767$400,767 â–²New Holding8010.1%FinanceLAM RESEARCH CORP$391,730$391,730 â–²New Holding9040.1%COM NEWAVGOBroadcom$390,167$390,167 â–²New Holding1,0330.1%Computer and TechnologyTXNTexas Instruments$378,260$378,260 â–²New Holding1,2690.1%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$372,200$9,628,995 â–¼-96.3%14,5390.1%BARRIER INCOMEPALANTIR TECHNOLOGIES INC$367,695$367,695 â–²New Holding3,1520.1%CL AIVViShares Core S&P 500 ETF$339,996$50,176 â–¼-12.9%4540.1%ETFIAUiShares Gold Trust$306,722$11,553 â–¼-3.6%4,0620.1%FinanceVIGVanguard Dividend Appreciation ETF$304,305$4,649,052 â–¼-93.9%1,2860.1%ETFSIXOAllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF$298,761$21,462,511 â–¼-98.6%8,3290.1%ETFMUMicron Technology$296,964$296,964 â–²New Holding2570.1%Computer and TechnologyLMTLockheed Martin$246,426$246,426 â–²New Holding4840.1%AerospaceINTCIntel$214,292$214,292 â–²New Holding1,5350.1%Computer and TechnologyCSCOCisco Systems$203,868$6,136,004 â–¼-96.8%1,7360.1%Computer and TechnologyOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$0$8,441,667 â–¼-100.0%00.0%ETFCRDTSimplify Opportunistic Income ETF$0$4,687,733 â–¼-100.0%00.0%ETFCDXSimplify High Yield ETF$0$4,685,785 â–¼-100.0%00.0%ETFIBHHiShares iBonds 2028 Term High Yield and Income ETF$0$3,717,051 â–¼-100.0%00.0%ETFPALMER SQUARE CAPITAL BDC IN$0$664,696 â–¼-100.0%00.0%COM SHSCALAMOS ETF TR$0$573,118 â–¼-100.0%00.0%AUTOCALLABLE INCEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$0$567,885 â–¼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$303,343 â–¼-100.0%00.0%ETFDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$0$242,026 â–¼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$233,301 â–¼-100.0%00.0%ETFFSECFidelity Investment Grade Securitized ETF$0$223,077 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
