Midwestern Financial, LLC /Ia Top Holdings and 13F Report (2026) About Midwestern Financial, LLC /IaInvestment ActivityMidwestern Financial, LLC /Ia has $127.12 million in total holdings as of March 31, 2026.Midwestern Financial, LLC /Ia owns shares of 54 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 9.88% of the portfolio was purchased this quarter.About 4.05% of the portfolio was sold this quarter.This quarter, Midwestern Financial, LLC /Ia has purchased 52 new stocks and bought additional shares in 32 stocks.Midwestern Financial, LLC /Ia sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $12,980,874iShares Core U.S. Aggregate Bond ETF $9,784,528American Century Focused Large Cap Value ETF $9,446,948iShares MSCI ACWI ex U.S. ETF $8,260,964Avantis Emerging Markets Equity ETF $6,754,699 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $280,906 Holding22160K105 - Costco Wholesale $223,340 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 3,136 shares (about $2.04M)iShares Core U.S. Aggregate Bond ETF 15,043 shares (about $1.49M)JPMorgan Ultra-Short Income ETF 27,412 shares (about $1.39M)iShares MSCI ACWI ex U.S. ETF 18,903 shares (about $1.29M)American Century Focused Large Cap Value ETF 11,431 shares (about $876.59K) Largest Sales this Quarter Vanguard Value ETF 6,262 shares (about $1.23M)Vanguard Small-Cap Value ETF 3,889 shares (about $844.90K)Vanguard Total Stock Market ETF 2,079 shares (about $666.93K)Vanguard FTSE Developed Markets ETF 10,322 shares (about $661.43K)Vanguard FTSE Emerging Markets ETF 8,981 shares (about $485.41K) 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$12,980,874$2,039,480 ▲18.6%19,96010.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$9,784,528$1,493,316 ▲18.0%98,5657.7%FinanceFLVAmerican Century Focused Large Cap Value ETF$9,446,948$876,591 ▲10.2%123,1917.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$8,260,964$1,294,287 ▲18.6%120,6516.5%ManufacturingAVEMAvantis Emerging Markets Equity ETF$6,754,699$451,409 ▲7.2%83,8265.3%ETFAVDEAvantis International Equity ETF$6,742,794$494,021 ▲7.9%79,4775.3%ETFJPSTJPMorgan Ultra-Short Income ETF$5,542,161$1,387,324 ▲33.4%109,5074.4%ETFVTVVanguard Value ETF$4,944,911$1,228,576 ▼-19.9%25,2043.9%ETFSCHBSchwab US Broad Market ETF$4,525,421$142,895 ▼-3.1%180,2953.6%ETFVTIVanguard Total Stock Market ETF$3,541,265$666,934 ▼-15.8%11,0392.8%ETFIAGGiShares Core International Aggregate Bond ETF$3,375,615$664,685 ▲24.5%67,4582.7%ETFSCHASchwab US Small-Cap ETF$3,032,970$598,609 ▲24.6%104,2982.4%ETFVOVanguard Mid-Cap ETF$2,911,882$644,468 ▲28.4%10,1392.3%ETFVEAVanguard FTSE Developed Markets ETF$2,909,686$661,435 ▼-18.5%45,4072.3%ETFVTVanguard Total World Stock ETF$2,868,365$3,320 ▲0.1%20,7372.3%ETFVTEBVanguard Tax-Exempt Bond ETF$2,746,340$515,263 ▲23.1%55,0482.2%ETFVBRVanguard Small-Cap Value ETF$2,600,306$844,898 ▼-24.5%11,9692.0%ETFQQQInvesco QQQ$2,534,096$2,886 ▲0.1%4,3902.0%FinanceVGSHVanguard Short-Term Treasury ETF$2,190,268$284,387 ▼-11.5%37,4151.7%ETFSHYDVanEck Short High Yield Muni ETF$2,118,759$392,177 ▲22.7%93,5021.7%ETFSUBiShares Short-Term National Muni Bond ETF$1,930,225$10,011 ▼-0.5%18,1241.5%ETFMETAMeta Platforms$1,876,570$1,716 ▲0.1%3,2801.5%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,845,865$21,867 ▼-1.2%9,6231.5%ETFVIGVanguard Dividend Appreciation ETF$1,682,710$6,452 ▲0.4%7,8241.3%ETFNVDANVIDIA$1,517,3310.0%8,7001.2%Computer and TechnologyAAPLApple$1,507,227$347,431 ▲30.0%5,9391.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,354,219$30,190 ▼-2.2%2,8261.1%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,249,918$368,137 ▲41.7%25,0231.0%ManufacturingTAXFAmerican Century Diversified Municipal Bond ETF$1,170,135$91,292 ▼-7.2%23,3790.9%ETFXLIIndustrial Select Sector SPDR Fund$1,044,901$2,911 ▲0.3%6,4610.8%ETFVWOVanguard FTSE Emerging Markets ETF$1,036,116$485,413 ▼-31.9%19,1700.8%ETFMUBiShares National Muni Bond ETF$984,444$69,423 ▼-6.6%9,2740.8%ETFVGTVanguard Information Technology ETF$859,118$698 ▲0.1%1,2310.7%ETFSBUXStarbucks$831,739$131,157 ▼-13.6%9,2840.7%Retail/WholesaleAMZNAmazon.com$688,540$99,970 ▲17.0%3,3060.5%Retail/WholesaleBBCBJPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF$584,462$5,759 ▲1.0%12,8880.5%ETFGOOGLAlphabet$584,405$230,368 ▲65.1%2,0320.5%Computer and TechnologyMSFTMicrosoft$560,314$121,759 ▲27.8%1,5140.4%Computer and TechnologyWALMART INC$554,234$1,243 ▲0.2%4,4600.4%COMBBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF$497,675$7,012 ▲1.4%10,8590.4%ETFROPER TECHNOLOGIES INC$480,315$133,087 ▼-21.7%1,3570.4%COMVBVanguard Small-Cap ETF$479,594$1,834 ▲0.4%1,8310.4%ETFTE CONNECTIVITY PLC$458,3800.0%2,1930.4%ORD SHSACWIiShares MSCI ACWI ETF$440,759$12,312 ▼-2.7%3,1860.3%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$424,649$231,508 ▼-35.3%3,8960.3%FinanceXLBMaterials Select Sector SPDR Fund$394,931$1,649 ▲0.4%7,9030.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$378,073$102,726 ▼-21.4%7,4160.3%ETFBNDVanguard Total Bond Market ETF$321,044$2,062 ▲0.6%4,3600.3%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$302,054$1,315 ▲0.4%2,9860.2%ETFJPMJPMorgan Chase & Co.$280,906$280,906 ▲New Holding9550.2%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$273,606$829 ▲0.3%4,6200.2%ETFHDViShares Core High Dividend ETF$255,502$1,628 ▲0.6%1,8830.2%ETFTSLATesla$234,2020.0%6300.2%Auto/Tires/TrucksCOSTCostco Wholesale$223,340$223,340 ▲New Holding2240.2%Retail/WholesaleShowing 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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