Mid-American Wealth Advisory Group, Inc.

CIK

1911264

Location

KANSAS CITY, MO

Portfolio Value

Small $273,138,784

Diversification

Diversified

Filing Date

Global Rank

#5,509 / 8,793 ▲ 94 · as of Jun 2026

Top Industry

Building Materials 60.1%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

15 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.1%

−4.5 pts

Top 5

73.4%

−5.1 pts

Top 10

84.6%

−4.8 pts

HHI

1,445

Diversified−411

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.3%	$197,480,237	18
Basic Materials	16.7%	$45,507,065	1
Technology	3.2%	$8,760,343	11
Financial Services	1.9%	$5,211,904	2
Communication Services	1.8%	$5,018,535	3
Consumer Cyclical	1.5%	$4,152,233	3
Healthcare	1.4%	$3,766,827	2
Consumer Defensive	1.1%	$2,995,062	3
Industrials	0.1%	$246,578	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	+366,416	1,316,054	$79,543,993
ACII	Innovator Index Autocallable Income Strategy ETF	+132,221	155,686	$3,962,208
NVDA	Nvidia Corp	+17,126	20,066	$4,015,005
—		+7,940	90,233	$8,268,952
BAPR	Innovator U.S. Equity Buffer ETF - April	+3,667	16,526	$1,033,288
AMZN	Amazon Com Inc	+2,348	4,245	$1,011,753
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	+2,315	15,609	$1,048,456
MSFT	Microsoft Corp	+1,253	2,192	$817,659
AIRR	First Trust RBA American Industrial Renaissance ETF	+1,212	8,935	$1,026,452
GOOGL	Alphabet Inc.	+1,193	4,263	$1,515,202
AAPL	Apple Inc.	+1,107	4,321	$1,250,324
TSLA	Tesla, Inc.	+1,061	1,922	$808,393
FNDA	Schwab Fundamental U.S. Small Company ETF	+544	88,434	$3,195,120
WMT	Walmart Inc.	+149	3,796	$429,934
ORLY	O Reilly Automotive Inc	+74	25,324	$2,332,087
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−644,793	660,049	$15,168,206
CVGD	CresAlta Global Dividend ETF	−221,721	270,323	$7,047,992
AGGH	Simplify Aggregate Bond ETF	−167,752	1,791,566	$34,256,744
CSCO	Cisco Systems, Inc.	−52,250	1,736	$203,910
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	−27,022	803,233	$26,055,849
BMY	Bristol Myers Squibb Co	−22,416	58,193	$3,353,080
VIG	Vanguard Dividend Appreciation ETF	−19,647	1,286	$304,293
VZ	Verizon Communications Inc	−17,696	71,368	$3,021,721
MO	Altria Group, Inc.	−8,053	18,172	$1,307,475
KO	Coca Cola Co	−7,873	15,475	$1,257,653
IVZ	Invesco Ltd.	−3,571	19,632	$4,811,092
—		−2,846	91,897	$4,060,679
IAU	Ishares Gold Trust	−153	4,062	$306,721
GLD	Spdr Gold Trust	−126	1,602	$590,144
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
BASA	Basanite, Inc.	1,811,587	$45,507,065
RJCA	RJ ClariVest Capital Appreciation ETF	210,262	$6,164,881
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	79,478	$4,219,487
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	59,726	$1,226,772
META	Meta Platforms, Inc.	855	$481,612
AMAT	Applied Materials Inc /De	601	$434,523
TLSA	Tiziana Life Sciences Ltd	323,240	$413,747
BRK-B	Berkshire Hathaway Inc	801	$400,812
LRCX	Lam Research Corp	904	$391,730
AVGO	Broadcom Inc.	1,033	$390,215
TXN	Texas Instruments Inc	1,269	$378,250
PLTR	Palantir Technologies Inc.	3,152	$367,743
MU	Micron Technology Inc	257	$296,652
LMT	Lockheed Martin Corp	484	$246,578
INTC	Intel Corp	1,535	$214,332
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
AFK	VanEck Africa Index ETF	21,994	$552,269
CAGE	Calamos Autocallable Growth ETF	21,433	$538,825
PSBD	Palmer Square Capital BDC Inc.	54,528	$532,738
VB	Vanguard Morningstar Small-Cap ETF	484	$289,214
FAAA	Fidelity AAA CLO ETF	5,055	$221,611
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $273,138,784 total · filing declares 66 positions · $276,591,212 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BILZ	PIMCO Ultra Short Government Active ETF	Added	1,316,054	+366,416	$79,543,993	+16.4%	29.12%
BASA	Basanite, Inc. Basic Materials	NEW	1,811,587	NEW	$45,507,065	NEW	16.66%
AGGH	Simplify Aggregate Bond ETF	Reduced	1,791,566	-167,752	$34,256,744	−20.0%	12.54%
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Reduced	803,233	-27,022	$26,055,849	−10.3%	9.54%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	660,049	-644,793	$15,168,206	—	5.55%
		Added	90,233	+7,940	$8,268,952	+9.6%	3.03%
CVGD	CresAlta Global Dividend ETF	Reduced	270,323	-221,721	$7,047,992	−41.3%	2.58%
RJCA	RJ ClariVest Capital Appreciation ETF	NEW	210,262	NEW	$6,164,881	NEW	2.26%
IVZ	Invesco Ltd. Financial Services	Reduced	19,632	-3,571	$4,811,092	+16.5%	1.76%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	NEW	79,478	NEW	$4,219,487	NEW	1.54%
		Reduced	91,897	-2,846	$4,060,679	+20.7%	1.49%
NVDA	Nvidia Corp Technology	Added	20,066	+17,126	$4,015,005	+683.1%	1.47%
ACII	Innovator Index Autocallable Income Strategy ETF	Added	155,686	+132,221	$3,962,208	+573.3%	1.45%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	58,193	-22,416	$3,353,080	−31.4%	1.23%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	88,434	+544	$3,195,120	+25.0%	1.17%
VZ	Verizon Communications Inc Communication Services	Reduced	71,368	-17,696	$3,021,721	−32.4%	1.11%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	25,324	+74	$2,332,087	+0.1%	0.85%
GOOGL	Alphabet Inc. Communication Services	Added	4,263	+1,193	$1,515,202	+71.8%	0.55%
MO	Altria Group, Inc. Consumer Defensive	Reduced	18,172	-8,053	$1,307,475	−24.4%	0.48%
KO	Coca Cola Co Consumer Defensive	Reduced	15,475	-7,873	$1,257,653	−29.2%	0.46%
AAPL	Apple Inc. Technology	Added	4,321	+1,107	$1,250,324	+53.3%	0.46%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	NEW	59,726	NEW	$1,226,772	NEW	0.45%
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	Added	15,609	+2,315	$1,048,456	+35.0%	0.38%
BAPR	Innovator U.S. Equity Buffer ETF - April	Added	16,526	+3,667	$1,033,288	+42.6%	0.38%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	8,935	+1,212	$1,026,452	+41.9%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,245	+2,348	$1,011,753	+156.1%	0.37%
MSFT	Microsoft Corp Technology	Added	2,192	+1,253	$817,659	+135.2%	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,922	+1,061	$808,393	+152.6%	0.30%
GLD	Spdr Gold Trust	Reduced	1,602	-126	$590,144	−20.6%	0.22%
META	Meta Platforms, Inc. Communication Services	NEW	855	NEW	$481,612	NEW	0.18%
AMAT	Applied Materials Inc /De Technology	NEW	601	NEW	$434,523	NEW	0.16%
WMT	Walmart Inc. Consumer Defensive	Added	3,796	+149	$429,934	−5.1%	0.16%
TLSA	Tiziana Life Sciences Ltd Healthcare	NEW	323,240	NEW	$413,747	NEW	0.15%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	801	NEW	$400,812	NEW	0.15%
LRCX	Lam Research Corp Technology	NEW	904	NEW	$391,730	NEW	0.14%
AVGO	Broadcom Inc. Technology	NEW	1,033	NEW	$390,215	NEW	0.14%
TXN	Texas Instruments Inc Technology	NEW	1,269	NEW	$378,250	NEW	0.14%
PLTR	Palantir Technologies Inc. Technology	NEW	3,152	NEW	$367,743	NEW	0.13%
IAU	Ishares Gold Trust	Reduced	4,062	-153	$306,721	−17.5%	0.11%
VIG	Vanguard Dividend Appreciation ETF	Reduced	1,286	-19,647	$304,293	−93.2%	0.11%
MU	Micron Technology Inc Technology	NEW	257	NEW	$296,652	NEW	0.11%
LMT	Lockheed Martin Corp Industrials	NEW	484	NEW	$246,578	NEW	0.09%
INTC	Intel Corp Technology	NEW	1,535	NEW	$214,332	NEW	0.08%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,736	-52,250	$203,910	−95.1%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.