Midwestern Financial, LLC /Ia Top Holdings and 13F Report (2026) About Midwestern Financial, LLC /IaInvestment ActivityMidwestern Financial, LLC /Ia has $142.83 million in total holdings as of June 30, 2026.Midwestern Financial, LLC /Ia owns shares of 54 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.99% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Midwestern Financial, LLC /Ia has purchased 54 new stocks and bought additional shares in 33 stocks.Midwestern Financial, LLC /Ia sold shares of 16 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $15,484,962iShares Core U.S. Aggregate Bond ETF $10,617,333American Century Focused Large Cap Value ETF $10,438,359iShares MSCI ACWI ex U.S. ETF $9,708,510Avantis Emerging Markets Equity ETF $8,028,979 Largest Purchases this Quarter Vanguard Mid-Cap ETF 36,303 shares (about $2.92M)Vanguard Information Technology ETF 8,630 shares (about $1.03M)iShares Core U.S. Aggregate Bond ETF 8,702 shares (about $861.33K)JPMorgan Ultra-Short Income ETF 15,641 shares (about $790.96K)Vanguard Tax-Exempt Bond ETF 14,125 shares (about $714.44K) Largest Sales this Quarter Schwab US Broad Market ETF 21,060 shares (about $609.90K)Vanguard Value ETF 2,317 shares (about $504.92K)Vanguard Total Stock Market ETF 698 shares (about $258.29K)Starbucks 2,378 shares (about $243.01K)J P MORGAN EXCHANGE TRADED F 4,200 shares (about $190.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidwestern Financial, LLC /Ia Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$15,484,962$579,491 ▲3.9%20,73610.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,617,333$861,328 ▲8.8%107,2677.4%ETFFLVAmerican Century Focused Large Cap Value ETF$10,438,359$422,923 ▲4.2%128,3937.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$9,708,510$525,768 ▲5.7%127,5596.8%ETFAVEMAvantis Emerging Markets Equity ETF$8,028,979$59,438 ▼-0.7%83,2105.6%ETFAVDEAvantis International Equity ETF$7,402,579$313,183 ▲4.4%82,9885.2%ETFJPSTJPMorgan Ultra-Short Income ETF$6,328,716$790,963 ▲14.3%125,1484.4%ETFVTVVanguard Value ETF$4,987,567$504,924 ▼-9.2%22,8873.5%ETFSCHBSchwab US Broad Market ETF$4,611,442$609,897 ▼-11.7%159,2353.2%ETFSCHASchwab US Small-Cap ETF$4,208,875$440,571 ▲11.7%116,4922.9%ETFVTIVanguard Total Stock Market ETF$3,826,581$258,288 ▼-6.3%10,3412.7%ETFVOVanguard Mid-Cap ETF$3,741,794$2,924,903 ▲358.1%46,4422.6%ETFIAGGiShares Core International Aggregate Bond ETF$3,586,646$173,255 ▲5.1%70,8822.5%ETFVTEBVanguard Tax-Exempt Bond ETF$3,498,778$714,444 ▲25.7%69,1732.4%ETFVTVanguard Total World Stock ETF$3,263,905$9,260 ▲0.3%20,7962.3%ETFQQQInvesco QQQ$3,233,1480.0%4,3902.3%ETFVEAVanguard FTSE Developed Markets ETF$3,103,089$132,169 ▼-4.1%43,5522.2%ETFSHYDVanEck Short High Yield Muni ETF$2,846,848$705,661 ▲33.0%124,3172.0%ETFVBRVanguard Small-Cap Value ETF$2,831,728$76,540 ▼-2.6%11,6542.0%ETFVGSHVanguard Short-Term Treasury ETF$2,126,645$50,866 ▼-2.3%36,5411.5%ETFQUALiShares MSCI USA Quality Factor ETF$2,068,557$43,008 ▼-2.0%9,4271.4%ETFSUBiShares Short-Term National Muni Bond ETF$2,010,173$80,492 ▲4.2%18,8801.4%ETFVIGVanguard Dividend Appreciation ETF$1,859,206$7,809 ▲0.4%7,8571.3%ETFMETAMeta Platforms$1,849,349$1,690 ▲0.1%3,2831.3%Communication ServicesNVDANVIDIA$1,743,176$2,401 ▲0.1%8,7121.2%TechnologyAAPLApple$1,702,906$15,626 ▼-0.9%5,8851.2%TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,414,323$157,420 ▲12.5%28,1571.0%ETFBRK.BBerkshire Hathaway$1,414,1020.0%2,8261.0%FinanceXLIIndustrial Select Sector SPDR Fund$1,199,680$2,964 ▲0.2%6,4770.8%ETFVGTVanguard Information Technology ETF$1,178,613$1,031,481 ▲701.1%9,8610.8%ETFTAXFAmerican Century Diversified Municipal Bond ETF$1,177,359$11,133 ▼-0.9%23,1600.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,145,593$1,313 ▲0.1%19,1920.8%ETFMUBiShares National Muni Bond ETF$1,006,045$7,964 ▲0.8%9,3480.7%ETFAMZNAmazon.com$787,9520.0%3,3060.6%Consumer DiscretionaryGOOGLAlphabet$726,710$357 ▲0.0%2,0330.5%Communication ServicesSBUXStarbucks$705,717$243,005 ▼-25.6%6,9060.5%Consumer DiscretionaryMSFTMicrosoft$565,938$1,119 ▲0.2%1,5170.4%TechnologyVBVanguard Small-Cap ETF$556,669$1,516 ▲0.3%1,8360.4%ETFBBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF$507,725$7,191 ▲1.4%11,0150.4%ETFWALMART INC$507,127$1,926 ▲0.4%4,4770.4%COMROPER TECHNOLOGIES INC$460,459$1,353 ▲0.3%1,3610.3%COMACWIiShares MSCI ACWI ETF$438,231$61,842 ▼-12.4%2,7920.3%ETFTE CONNECTIVITY PLC$407,857$34,274 ▼-7.8%2,0230.3%ORD SHSXLBMaterials Select Sector SPDR Fund$403,243$1,525 ▲0.4%7,9330.3%ETFJ P MORGAN EXCHANGE TRADED F$393,764$190,356 ▼-32.6%8,6880.3%BETABUILDERS USDJ P MORGAN EXCHANGE TRADED F$380,665$2,448 ▲0.6%7,4640.3%ULTRA SHT MUNCPLLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$376,127$48,747 ▼-11.5%3,4490.3%ETFJPMJPMorgan Chase & Co.$314,081$1,636 ▲0.5%9600.2%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$313,135$1,013 ▲0.3%4,6350.2%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$304,575$2,026 ▲0.7%3,0060.2%ETFBNDVanguard Total Bond Market ETF$300,537$19,527 ▼-6.1%4,0940.2%ETFTSLATesla$264,9780.0%6300.2%Consumer DiscretionaryHDViShares Core High Dividend ETF$259,740$208,126 ▲403.2%9,4760.2%ETFCOSTCostco Wholesale$209,9720.0%2240.1%Consumer StaplesShowing largest 100 holdings. 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