Midwest Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Midwest Capital Advisors, LLC

Investment Activity

Midwest Capital Advisors, LLC has $214.00 million in total holdings as of March 31, 2026.
Midwest Capital Advisors, LLC owns shares of 199 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 22.46% of the portfolio was purchased this quarter.
About 17.51% of the portfolio was sold this quarter.
This quarter, Midwest Capital Advisors, LLC has purchased 192 new stocks and bought additional shares in 48 stocks.
Midwest Capital Advisors, LLC sold shares of 29 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Schwab U.S. Large-Cap Growth ETF: $37,616,644
BLACKROCK ETF TRUST: $21,623,761
iShares U.S. Equity Factor Rotation Active ETF: $19,292,639
SPDR Portfolio Emerging Markets ETF: $11,969,979
iShares MSCI USA Quality Factor ETF: $11,362,857

Largest New Holdings this Quarter

09290C764 - BLACKROCK ETF TRUST: $21,623,761 Holding
46429B267 - iShares U.S. Treasury Bond ETF: $3,705,738 Holding
464287655 - iShares Russell 2000 ETF: $38,192 Holding
92826C839 - Visa: $37,478 Holding
166764100 - Chevron: $24,828 Holding

Largest Purchases this Quarter

BLACKROCK ETF TRUST: 672,527 shares (about $21.62M)
Schwab U.S. Large-Cap Growth ETF: 502,034 shares (about $14.62M)
iShares U.S. Treasury Bond ETF: 161,752 shares (about $3.71M)
GLOBAL X FDS: 32,971 shares (about $2.34M)
Putnam Focused Large Cap Value ETF: 35,478 shares (about $1.65M)

Largest Sales this Quarter

iShares S&P 100 ETF: 42,710 shares (about $13.59M)
SPDR Portfolio Emerging Markets ETF: 152,819 shares (about $7.17M)
iShares Gold Trust: 63,542 shares (about $5.60M)
iShares U.S. Equity Factor Rotation Active ETF: 93,831 shares (about $5.46M)
Schwab U.S. Aggregate Bond ETF: 59,535 shares (about $1.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHG Schwab U.S. Large-Cap Growth ETF	$37,616,644	$14,624,249 â–²	63.6%	1,291,337	17.6%	ETF
BLACKROCK ETF TRUST	$21,623,761	$21,623,761 â–²	New Holding	672,527	10.1%	ISHARES INTL CTR
DYNF iShares U.S. Equity Factor Rotation Active ETF	$19,292,639	$5,459,081 â–¼	-22.1%	331,603	9.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$11,969,979	$7,168,740 â–¼	-37.5%	255,169	5.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$11,362,857	$101,660 â–²	0.9%	59,240	5.3%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$9,533,182	$400,786 â–²	4.4%	39,723	4.5%	ETF
BLACKROCK ETF TRUST	$9,109,386	$245,313 â–²	2.8%	276,461	4.3%	ISHARES A I INNO
BTHM BlackRock Future U.S. Themes ETF	$7,896,483	$240,429 â–²	3.1%	218,014	3.7%	ETF
PVAL Putnam Focused Large Cap Value ETF	$7,640,394	$1,646,176 â–²	27.5%	164,664	3.6%	ETF
GLOBAL X FDS	$6,809,166	$2,335,674 â–²	52.2%	96,120	3.2%	DEFENSE TECH ETF
BNDX Vanguard Total International Bond ETF	$5,923,306	$108,016 â–²	1.9%	123,274	2.8%	ETF
USTB VictoryShares Short-Term Bond ETF	$5,643,405	$375,657 â–²	7.1%	111,574	2.6%	ETF
EFV iShares MSCI EAFE Value ETF	$5,623,098	$1,145,809 â–¼	-16.9%	75,630	2.6%	ETF
SPMB SPDR Portfolio Mortgage Backed Bond ETF	$4,722,250	$748,475 â–²	18.8%	210,909	2.2%	ETF
IAU iShares Gold Trust	$4,166,706	$5,601,863 â–¼	-57.3%	47,263	1.9%	Finance
BINC iShares Flexible Income Active ETF	$4,008,291	$636,458 â–¼	-13.7%	77,186	1.9%	ETF
EFG iShares MSCI EAFE Growth ETF	$3,726,265	$387,684 â–²	11.6%	33,458	1.7%	ETF
GOVT iShares U.S. Treasury Bond ETF	$3,705,738	$3,705,738 â–²	New Holding	161,752	1.7%	ETF
VTV Vanguard Value ETF	$2,825,284	$33,943 â–²	1.2%	14,400	1.3%	ETF
SCHB Schwab US Broad Market ETF	$2,583,071	$271,005 â–²	11.7%	102,911	1.2%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$2,287,003	$635,228 â–¼	-21.7%	22,707	1.1%	ETF
FIBR iShares U.S. Fixed Income Balanced Risk Systematic ETF	$2,233,712	$236,027 â–²	11.8%	25,098	1.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,586,386	$1,282 â–²	0.1%	24,756	0.7%	ETF
BLACKROCK ETF TRUST	$1,405,011	$1,110,732 â–¼	-44.2%	49,420	0.7%	ISHARES INTL DIV
NVDA NVIDIA	$1,088,189	$69,756 â–²	6.8%	6,240	0.5%	Computer and Technology
ICVT iShares Convertible Bond ETF	$1,084,163	$399,423 â–¼	-26.9%	10,651	0.5%	ETF
VOO Vanguard S&P 500 ETF	$1,013,886		0.0%	1,697	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$973,739	$1,301 â–²	0.1%	1,497	0.5%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$763,796	$3,971 â–¼	-0.5%	5,962	0.4%	ETF
IVV iShares Core S&P 500 ETF	$755,941	$54,229 â–²	7.7%	1,157	0.4%	ETF
CWI SPDR MSCI ACWI ex-US ETF	$736,954	$102,854 â–²	16.2%	20,141	0.3%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$725,607	$7,090 â–²	1.0%	23,437	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$706,737		0.0%	6,248	0.3%	ETF
VUG Vanguard Growth ETF	$534,328	$21,408 â–²	4.2%	1,223	0.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$487,209	$1,382,422 â–¼	-73.9%	20,982	0.2%	ETF
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF	$485,377	$11,480 â–²	2.4%	19,365	0.2%	Manufacturing
BSV Vanguard Short-Term Bond ETF	$464,440	$706 â–¼	-0.2%	5,923	0.2%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$406,534	$31,937 â–¼	-7.3%	5,168	0.2%	Manufacturing
VTI Vanguard Total Stock Market ETF	$393,633		0.0%	1,227	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$362,469	$497 â–¼	-0.1%	2,916	0.2%	ETF
DTE DTE Energy	$360,725		0.0%	2,467	0.2%	Utilities
SYK Stryker	$345,742		0.0%	1,052	0.2%	Medical
VXUS Vanguard Total International Stock ETF	$318,647		0.0%	4,132	0.1%	ETF
OEF iShares S&P 100 ETF	$314,692	$13,589,985 â–¼	-97.7%	989	0.1%	ETF
EA SERIES TRUST	$307,267		0.0%	6,605	0.1%	ALPHA ARCHITECT
AVGO Broadcom	$288,773	$9,285 â–²	3.3%	933	0.1%	Computer and Technology
COST Costco Wholesale	$256,914	$31,865 â–²	14.2%	258	0.1%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$245,871		0.0%	8,014	0.1%	ETF
SUSC iShares ESG Aware USD Corporate Bond ETF	$241,192	$9,417 â–²	4.1%	10,424	0.1%	Manufacturing
VO Vanguard Mid-Cap ETF	$230,627	$20,679 â–¼	-8.2%	803	0.1%	ETF
IYW iShares U.S. Technology ETF	$223,652	$39,543 â–¼	-15.0%	1,233	0.1%	Manufacturing
IJK iShares S&P Mid-Cap 400 Growth ETF	$218,545		0.0%	2,172	0.1%	ETF
LLY Eli Lilly and Company	$217,500		0.0%	236	0.1%	Medical
DON WisdomTree U.S. MidCap Dividend Fund	$216,200	$2,102 â–¼	-1.0%	4,115	0.1%	Finance
DTM DT Midstream	$212,240		0.0%	1,576	0.1%	Energy
AGG iShares Core U.S. Aggregate Bond ETF	$199,262	$794 â–¼	-0.4%	2,007	0.1%	Finance
AAPL Apple	$196,459	$30,966 â–²	18.7%	774	0.1%	Computer and Technology
GOOGL Alphabet	$159,187	$61,204 â–²	62.5%	554	0.1%	Computer and Technology
MSFT Microsoft	$156,262	$22,217 â–²	16.6%	422	0.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$151,310	$5,402 â–¼	-3.4%	2,241	0.1%	ETF
AMZN Amazon.com	$146,206	$41,654 â–²	39.8%	702	0.1%	Retail/Wholesale
JEPI JPMorgan Equity Premium Income ETF	$143,696	$1,020 â–²	0.7%	2,535	0.1%	ETF
ED Consolidated Edison	$134,135		0.0%	1,185	0.1%	Utilities
TPLC Timothy Plan US Large/Mid Cap Core ETF	$133,890	$3,297 â–²	2.5%	2,883	0.1%	ETF
IWS iShares Russell Mid-Cap Value ETF	$133,042		0.0%	913	0.1%	ETF
MU Micron Technology	$131,420		0.0%	389	0.1%	Computer and Technology
GOOG Alphabet	$126,466		0.0%	441	0.1%	Computer and Technology
IFRA iShares U.S. Infrastructure ETF	$122,754	$16,874 â–¼	-12.1%	2,146	0.1%	ETF
WALMART INC	$112,225		0.0%	903	0.1%	COM
JPM JPMorgan Chase & Co.	$95,667	$57,400 â–²	150.0%	325	0.0%	Finance
QQQ Invesco QQQ	$93,563		0.0%	162	0.0%	Finance
CAT Caterpillar	$88,881		0.0%	125	0.0%	Industrials
EFA iShares MSCI EAFE ETF	$87,649		0.0%	902	0.0%	Finance
JNJ Johnson & Johnson	$85,086	$65,526 â–²	335.0%	348	0.0%	Medical
LOW Lowe's Companies	$84,667	$24,833 â–²	41.5%	358	0.0%	Retail/Wholesale
WM Waste Management	$83,635		0.0%	364	0.0%	Business Services
TJX TJX Companies	$82,812	$26,168 â–¼	-24.0%	519	0.0%	Retail/Wholesale
AMD Advanced Micro Devices	$82,389		0.0%	405	0.0%	Computer and Technology
HYDB iShares High Yield Systematic Bond ETF	$81,875	$5,815 â–¼	-6.6%	1,760	0.0%	ETF
LAM RESEARCH CORP	$81,191		0.0%	380	0.0%	COM NEW
TPSC Timothy Plan US Small Cap Core ETF	$79,923	$127 â–²	0.2%	1,883	0.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$79,607		0.0%	432	0.0%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$75,381	$291 â–²	0.4%	1,556	0.0%	Manufacturing
PG Procter & Gamble	$71,931	$28,599 â–²	66.0%	498	0.0%	Consumer Staples
SPYG SPDR Portfolio S&P 500 Growth ETF	$70,099		0.0%	716	0.0%	ETF
MRK Merck & Co., Inc.	$67,483	$36,087 â–²	114.9%	561	0.0%	Medical
FVD First Trust Value Line Dividend Index Fund	$65,736		0.0%	1,398	0.0%	ETF
PTNQ Pacer Trendpilot 100 ETF	$62,600		0.0%	858	0.0%	ETF
DE Deere & Company	$59,710	$34,361 â–²	135.6%	106	0.0%	Industrials
UNP Union Pacific	$57,501		0.0%	237	0.0%	Transportation
NEE NextEra Energy	$57,400		0.0%	618	0.0%	Utilities
BKNG Booking	$54,734		0.0%	13	0.0%	Retail/Wholesale
DUK Duke Energy	$48,474		0.0%	370	0.0%	Utilities
MLM Martin Marietta Materials	$48,446		0.0%	82	0.0%	Construction
ISRG Intuitive Surgical	$47,943		0.0%	104	0.0%	Medical
HON Honeywell International	$46,336		0.0%	205	0.0%	Multi-Sector Conglomerates
KLAC KLA	$45,645		0.0%	31	0.0%	Computer and Technology
AEP American Electric Power	$45,223		0.0%	345	0.0%	Utilities
VRTX Vertex Pharmaceuticals	$45,101		0.0%	101	0.0%	Medical
HBAN Huntington Bancshares	$44,709	$720 â–²	1.6%	2,857	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Midwest Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Midwest Capital Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Midwest Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Midwest Capital Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMidwest Capital Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools