Midwest Capital Advisors, LLC Top Holdings and 13F Report (2026) About Midwest Capital Advisors, LLCInvestment ActivityMidwest Capital Advisors, LLC has $279.52 million in total holdings as of September 30, 2026.Midwest Capital Advisors, LLC owns shares of 233 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 24.08% of the portfolio was purchased this quarter.About 12.58% of the portfolio was sold this quarter.This quarter, Midwest Capital Advisors, LLC has purchased 210 new stocks and bought additional shares in 52 stocks.Midwest Capital Advisors, LLC sold shares of 28 stocks and completely divested from 8 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $54,480,010Putnam Focused Large Cap Value ETF $42,352,142BLACKROCK ETF TRUST $27,192,111iShares U.S. Equity Factor Rotation Active ETF $24,186,544BLACKROCK ETF TRUST $10,401,797 Largest New Holdings this Quarter 09290C855 - BLACKROCK ETF TRUST $10,401,797 Holding09290C830 - BLACKROCK ETF TRUST $9,875,997 Holding67079K100 - NuScale Power $138,550 Holding02156V109 - AltC Acquisition $66,821 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $45,570 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 598,344 shares (about $31.48M)BLACKROCK ETF TRUST 212,455 shares (about $10.40M)BLACKROCK ETF TRUST 268,317 shares (about $9.88M)iShares MSCI EAFE Value ETF 66,833 shares (about $5.29M)iShares MSCI EAFE Growth ETF 39,918 shares (about $4.78M) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 223,289 shares (about $8.02M)iShares MSCI USA Momentum Factor ETF 21,765 shares (about $6.91M)VictoryShares Short-Term Bond ETF 108,353 shares (about $5.40M)SPDR Portfolio Mortgage Backed Bond ETF 187,973 shares (about $3.97M)iShares U.S. Treasury Bond ETF 179,913 shares (about $3.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidwest Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$54,480,010$8,022,773 ▼-12.8%1,516,28219.5%ETFPVALPutnam Focused Large Cap Value ETF$42,352,142$31,484,852 ▲289.7%804,86815.2%ETFBLACKROCK ETF TRUST$27,192,111$110,867 ▲0.4%748,0649.7%ISHA IN CTRY ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$24,186,544$239,778 ▲1.0%349,2148.7%ETFBLACKROCK ETF TRUST$10,401,797$10,401,797 ▲New Holding212,4553.7%ISHA LA CORE ETFBLACKROCK ETF TRUST$10,134,314$926,007 ▼-8.4%214,7563.6%ISHA I IN TE ETFBLACKROCK ETF TRUST$9,875,997$9,875,997 ▲New Holding268,3173.5%ISHA U S IND ETFGOVTiShares U.S. Treasury Bond ETF$7,305,892$3,934,697 ▼-35.0%334,0602.6%ETFEFGiShares MSCI EAFE Growth ETF$6,998,620$4,783,339 ▲215.9%58,4052.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$6,817,385$313,116 ▲4.8%83,9992.4%ETFBTHMBlackRock Future U.S. Themes ETF$6,574,454$1,803 ▲0.0%149,4872.4%ETFEFViShares MSCI EAFE Value ETF$6,379,141$5,289,149 ▲485.2%80,6062.3%ETFGLOBAL X FDS$6,329,783$1,345,911 ▼-17.5%105,3562.3%DEFENSE TECH ETFBLACKROCK ETF TRUST$5,984,388$187,610 ▲3.2%200,4152.1%ISHA SYST AL ETFBNDXVanguard Total International Bond ETF$5,712,048$670,054 ▲13.3%121,8702.0%ETFIAUiShares Gold Trust$4,596,966$1,136,589 ▲32.8%58,8601.6%ETFBINCiShares Flexible Income Active ETF$3,611,073$568,493 ▼-13.6%71,0981.3%ETFSCHBSchwab US Broad Market ETF$3,039,494$7,386 ▼-0.2%103,7021.1%ETFVTVVanguard Value ETF$3,029,142$1,513 ▲0.0%14,0191.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,761,680$249,071 ▼-8.3%53,3551.0%ETFVEAVanguard FTSE Developed Markets ETF$1,736,180$1,412 ▲0.1%24,5880.6%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$1,695,633$3,973,734 ▼-70.1%80,2100.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,690,296$1,387,924 ▲459.0%76,4840.6%ETFQUALiShares MSCI USA Quality Factor ETF$1,679,688$2,445 ▼-0.1%7,5580.6%ETFNVDANVIDIA$1,454,093$10,734 ▲0.7%6,3670.5%TechnologyVOOVanguard S&P 500 ETF$1,238,448$6,308 ▼-0.5%1,7670.4%ETFBLACKROCK ETF TRUST$1,222,267$212,989 ▼-14.8%40,4460.4%ISHARES INTL DIVSPYSPDR S&P 500 ETF Trust$1,144,890$1,526 ▲0.1%1,5010.4%ETFIVViShares Core S&P 500 ETF$890,452$2,297 ▲0.3%1,1630.3%ETFIVWiShares S&P 500 Growth ETF$888,8720.0%6,2480.3%ETFCWISPDR MSCI ACWI ex-US ETF$868,957$32,206 ▲3.8%21,5040.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$852,174$6,907,846 ▼-89.0%2,6850.3%ETFSCHMSchwab U.S. Mid-Cap ETF$800,003$1,497 ▲0.2%23,5160.3%ETFIWPiShares Russell Mid-Cap Growth ETF$667,126$138 ▲0.0%4,8450.2%ETFVUGVanguard Growth ETF$634,897$6,488 ▼-1.0%7,0460.2%ETFUSTBVictoryShares Short-Term Bond ETF$574,189$5,404,839 ▼-90.4%11,5110.2%ETFVTIVanguard Total Stock Market ETF$508,819$40,406 ▲8.6%1,3600.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$483,815$5,497 ▲1.1%19,8040.2%ETFAAPLApple$431,248$139,531 ▲47.8%1,2950.2%TechnologyMUMicron Technology$414,3280.0%3890.1%TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$406,173$43,104 ▼-9.6%4,0990.1%ETFIJRiShares Core S&P Small-Cap ETF$394,677$408 ▲0.1%2,9010.1%ETFAMDAdvanced Micro Devices$371,338$123,575 ▲49.9%6070.1%TechnologySYKStryker$370,518$80,715 ▲27.9%1,3450.1%HealthcareVXUSVanguard Total International Stock ETF$368,731$12,404 ▲3.5%4,3400.1%ETFMSFTMicrosoft$363,908$37,928 ▲11.6%7100.1%TechnologyEA SERIES TRUST$362,4300.0%6,6050.1%ALPHA ARCHITECTAVGOBroadcom$332,9680.0%9480.1%TechnologyDTEDTE Energy$300,4810.0%2,4670.1%UtilitiesLLYEli Lilly and Company$273,6170.0%2360.1%HealthcareIYWiShares U.S. Technology ETF$265,367$33,634 ▼-11.2%1,0020.1%ETFSCHDSchwab US Dividend Equity ETF$260,6970.0%8,0140.1%ETFICVTiShares Convertible Bond ETF$254,040$113,296 ▼-30.8%2,2490.1%ETFVOVanguard Mid-Cap ETF$251,8910.0%3,2120.1%ETFCOSTCostco Wholesale$234,9960.0%2580.1%Consumer StaplesSUSCiShares ESG Aware USD Corporate Bond ETF$234,089$2,699 ▲1.2%10,6670.1%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$230,979$2,158,529 ▼-90.3%2,7410.1%ETFDONWisdomTree U.S. MidCap Dividend Fund$221,7170.0%4,1100.1%ETFGOOGLAlphabet$216,634$26,134 ▲13.7%6300.1%Communication ServicesDTMDT Midstream$188,2850.0%1,5760.1%EnergyAMZNAmazon.com$181,132$6,229 ▲3.6%7270.1%Consumer DiscretionaryTPLCTimothy Plan US Large/Mid Cap Core ETF$179,913$40,104 ▲28.7%3,7190.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$178,8820.0%1,6320.1%ETFGOOGAlphabet$177,492$27,254 ▲18.1%5210.1%Communication ServicesCRDOCredo Technology Group$161,836$101,074 ▲166.3%8310.1%TechnologyIWSiShares Russell Mid-Cap Value ETF$146,7350.0%9130.1%ETFQQQInvesco QQQ$143,319$2,216 ▼-1.5%1940.1%ETFJPMJPMorgan Chase & Co.$140,770$33,375 ▲31.1%4260.1%FinanceSMRNuScale Power$138,550$138,550 ▲New Holding17,5380.0%IndustrialsLAM RESEARCH CORP$124,8340.0%3800.0%COM NEWEDConsolidated Edison$121,1340.0%1,1850.0%UtilitiesIFRAiShares U.S. Infrastructure ETF$117,8150.0%2,1410.0%ETFTLHiShares 10-20 Year Treasury Bond ETF$106,556$155,317 ▼-59.3%1,1560.0%ETFCATCaterpillar$101,7190.0%1250.0%IndustrialsTPSCTimothy Plan US Small Cap Core ETF$100,954$16,498 ▲19.5%2,2580.0%ETFJNJJohnson & Johnson$100,057$7,941 ▲8.6%3780.0%HealthcareIJHiShares Core S&P Mid-Cap ETF$98,816$216 ▲0.2%1,3730.0%ETFWALMART INC$93,8400.0%9030.0%COMEFAiShares MSCI EAFE ETF$93,7500.0%9020.0%ETFCALAMOS ETF TR$89,652$1,517 ▲1.7%3,3680.0%AUTOC INCOM ETFAGGiShares Core U.S. Aggregate Bond ETF$87,828$76,767 ▼-46.6%9290.0%ETFVOEVanguard Mid-Cap Value ETF$84,4660.0%4320.0%ETFISRGIntuitive Surgical$76,853$34,564 ▲81.7%1890.0%HealthcarePTNQPacer Trendpilot 100 ETF$76,5250.0%8580.0%ETFOEFiShares S&P 100 ETF$75,933$8,776 ▼-10.4%1990.0%ETFPSXPhillips 66$75,598$46,483 ▲159.6%2960.0%EnergyWMWaste Management$74,0230.0%3630.0%IndustrialsMRVLMarvell Technology$73,2380.0%2770.0%TechnologyISTBiShares Core 1-5 Year USD Bond ETF$71,726$1,796 ▼-2.4%1,5180.0%ETFDEDeere & Company$71,1840.0%1060.0%IndustrialsALCCAltC Acquisition$66,821$66,821 ▲New Holding1,8050.0%FVDFirst Trust Value Line Dividend Index Fund$65,5690.0%1,3980.0%ETFTJXTJX Companies$64,9050.0%4910.0%Consumer DiscretionaryUNPUnion Pacific$64,4950.0%2370.0%IndustrialsKLACKLA$60,4280.0%3100.0%TechnologyMRKMerck & Co., Inc.$54,2010.0%3730.0%HealthcareBKNGBooking$52,9460.0%3250.0%Consumer DiscretionaryVRTXVertex Pharmaceuticals$52,8040.0%1010.0%HealthcarePGProcter & Gamble$50,5570.0%3480.0%Consumer StaplesAEPAmerican Electric Power$50,388$9,485 ▲23.2%4250.0%UtilitiesShowing 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.