Midwestern Financial, LLC /Ia Top Holdings and 13F Report (2025) About Midwestern Financial, LLC /IaInvestment ActivityMidwestern Financial, LLC /Ia has $106.65 million in total holdings as of June 30, 2025.Midwestern Financial, LLC /Ia owns shares of 54 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $7,938,855iShares Core U.S. Aggregate Bond ETF $7,508,707American Century Focused Large Cap Value ETF $7,090,224Vanguard Value ETF $6,012,990Schwab US Broad Market ETF $5,956,938 Sector AllocationMap of 500 Largest Holdings ofMidwestern Financial, LLC /Ia Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$7,938,85512,8497.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$7,508,70775,6937.0%FinanceFLVAmerican Century Focused Large Cap Value ETF$7,090,224101,5986.6%ETFVTVVanguard Value ETF$6,012,99034,0225.6%ETFSCHBSchwab US Broad Market ETF$5,956,938249,9765.6%ETFAVDEAvantis International Equity ETF$4,957,63666,9864.6%ETFAVEMAvantis Emerging Markets Equity ETF$4,854,14270,8224.6%ETFVTIVanguard Total Stock Market ETF$4,664,77015,3494.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$4,628,96375,9604.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$3,364,35159,0133.2%ETFJPSTJPMorgan Ultra-Short Income ETF$3,319,08865,4913.1%ETFVBRVanguard Small-Cap Value ETF$3,083,42515,8122.9%ETFVTVanguard Total World Stock ETF$2,718,88421,1562.5%ETFVGSHVanguard Short-Term Treasury ETF$2,578,59443,8692.4%ETFQQQInvesco QQQ$2,418,8614,3852.3%FinanceMETAMeta Platforms$2,415,0013,2722.3%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$2,390,61446,7922.2%ETFQUALiShares MSCI USA Quality Factor ETF$2,044,76911,1851.9%ETFSUBiShares Short-Term National Muni Bond ETF$1,979,97918,6191.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,809,65636,9091.7%ETFVIGVanguard Dividend Appreciation ETF$1,605,0987,8421.5%ETFVWOVanguard FTSE Emerging Markets ETF$1,558,83131,5171.5%ETFBRK.BBerkshire Hathaway$1,427,1932,9381.3%FinanceNVDANVIDIA$1,374,3298,6991.3%Computer and TechnologyROPRoper Technologies$1,325,3992,3381.2%Computer and TechnologyTAXFAmerican Century Diversified Municipal Bond ETF$1,230,81225,1551.2%ETFSHYDVanEck Short High Yield Muni ETF$1,149,63250,8931.1%ETFVOVanguard Mid-Cap ETF$1,147,0484,0991.1%ETFSCHASchwab US Small-Cap ETF$1,126,28544,5171.1%ETFSBUXStarbucks$1,062,01111,5901.0%Retail/WholesaleMUBiShares National Muni Bond ETF$1,039,9269,9531.0%ETFAAPLApple$960,6724,6820.9%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$943,3816,3950.9%ETFVGTVanguard Information Technology ETF$817,4501,2320.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$715,6066,5290.7%FinanceAMZNAmazon.com$619,9962,8260.6%Retail/WholesaleBBCBJPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF$614,70613,4540.6%ETFMSFTMicrosoft$587,3421,1810.6%Computer and TechnologyACWIiShares MSCI ACWI ETF$577,1234,4880.5%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$503,0819,8800.5%ETFBBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF$485,69010,4140.5%ETFWMTWalmart$434,1014,4390.4%Retail/WholesaleVBVanguard Small-Cap ETF$428,0191,8060.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$403,3528,0240.4%ManufacturingTE CONNECTIVITY PLC$390,9772,3180.4%ORD SHSHDViShares Core High Dividend ETF$347,0622,9620.3%ETFXLBMaterials Select Sector SPDR Fund$342,2093,8970.3%ETFBNDVanguard Total Bond Market ETF$311,7814,2340.3%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$295,2382,9250.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$248,7034,5730.2%ETFCOSTCostco Wholesale$220,9932230.2%Retail/WholesaleGOOGLAlphabet$216,6871,2300.2%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$206,6821,5380.2%ETFTSLATesla$200,1266300.2%Auto/Tires/TrucksShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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