Mid-American Wealth Advisory Group, Inc.
Filing Date
Global Rank
#7,225
/ 8,232
▲ 261
Top Industry
Drug Manufacturers - General
20.9%
3Y Alpha vs SPY
+1.7%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
14 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+83.8%
SPY
+76.3%
Annualised alpha
+1.7%
Max drawdown
−12.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.0%
+1.1 pts
Top 5
72.1%
+2.4 pts
Top 10
90.2%
+1.4 pts
HHI
1,266
Diversified+82
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.0% | $5,864,779 |
| Communication Services | 20.7% | $5,077,476 |
| Healthcare | 20.0% | $4,888,935 |
| Consumer Defensive | 16.2% | $3,959,451 |
| Consumer Cyclical | 12.4% | $3,045,991 |
| Unclassified | 4.6% | $1,115,135 |
| Financial Services | 2.2% | $532,738 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
16 positions ·
$24,484,505 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 80,609 | $4,888,935 | 19.97% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 89,064 | $4,471,012 | 18.26% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 53,986 | $4,188,773 | 17.11% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 25,250 | $2,330,827 | 9.52% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 23,348 | $1,775,615 | 7.25% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 26,225 | $1,730,587 | 7.07% | |
| AAPL |
Apple Inc.
Technology
|
Held | 3,214 | $815,681 | 3.33% | |
| GLD |
Spdr Gold Trust
|
Held | 1,728 | $743,541 | 3.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 2,109 | $606,464 | 2.48% | |
| PSBD |
Palmer Square Capital BDC Inc.
Financial Services
|
Held | 54,528 | $532,738 | 2.18% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,940 | $512,736 | 2.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,647 | $453,249 | 1.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,897 | $395,088 | 1.61% | |
| IAU |
Ishares Gold Trust
|
Held | 4,215 | $371,594 | 1.52% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 939 | $347,589 | 1.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 861 | $320,076 | 1.31% |