Mid-American Wealth Advisory Group, Inc.

CIK

1911264

Location

KANSAS CITY, MO

Portfolio Value

Micro $25,514,342

Diversification

Diversified

Filing Date

Global Rank

#7,607 / 8,517 ▼ 328

Top Industry

Semiconductors 21.5%

3Y Alpha vs SPY

-8.5%

Period ended 46 days ago

Filed Jul 16, 2026 · 30d

15 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+39.5%

SPY

+75.3%

Annualised alpha

-8.8%

Max drawdown

−7.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

15.7%

−10.0 pts

Top 5

55.0%

−13.3 pts

Top 10

75.2%

−14.8 pts

HHI

798

Diversified−470

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.3%	$8,760,343	11
Communication Services	16.8%	$4,295,622	3
Consumer Cyclical	16.3%	$4,152,233	3
Healthcare	14.8%	$3,766,827	2
Consumer Defensive	11.7%	$2,995,062	3
Unclassified	3.5%	$896,865	2
Financial Services	1.6%	$400,812	1
Industrials	1.0%	$246,578	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+17,126	20,066	$4,015,005
AMZN	Amazon Com Inc	+2,348	4,245	$1,011,753
MSFT	Microsoft Corp	+1,253	2,192	$817,659
AAPL	Apple Inc.	+1,107	4,321	$1,250,324
TSLA	Tesla, Inc.	+1,061	1,922	$808,393
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

8 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−52,250	1,736	$203,910
BMY	Bristol Myers Squibb Co	−22,416	58,193	$3,353,080
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
GOOGL	Alphabet Inc.	−853	2,217	$792,289
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

11 positions

Ticker	Company	Shares	Value
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
BILZ	PIMCO Ultra Short Government Active ETF	128,222	$12,946,575
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	82,293	$7,541,330
VIG	Vanguard Dividend Appreciation ETF	20,933	$4,501,850
ACII	Innovator Index Autocallable Income Strategy ETF	23,465	$588,502
PSBD	Palmer Square Capital BDC Inc.	54,528	$532,738
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $25,514,342 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	20,066	+17,126	$4,015,005	+683.1%	15.74%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	58,193	-22,416	$3,353,080	−31.4%	13.14%
VZ	Verizon Communications Inc Communication Services	Reduced	71,368	-17,696	$3,021,721	−32.4%	11.84%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	25,324	+74	$2,332,087	+0.1%	9.14%
MO	Altria Group, Inc. Consumer Defensive	Reduced	18,172	-8,053	$1,307,475	−24.4%	5.12%
KO	Coca Cola Co Consumer Defensive	Reduced	15,475	-7,873	$1,257,653	−29.2%	4.93%
AAPL	Apple Inc. Technology	Added	4,321	+1,107	$1,250,324	+53.3%	4.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,245	+2,348	$1,011,753	+156.1%	3.97%
MSFT	Microsoft Corp Technology	Added	2,192	+1,253	$817,659	+135.2%	3.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,922	+1,061	$808,393	+152.6%	3.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,217	-853	$792,289	−10.2%	3.11%
GLD	Spdr Gold Trust	Reduced	1,602	-126	$590,144	−20.6%	2.31%
META	Meta Platforms, Inc. Communication Services	NEW	855	NEW	$481,612	NEW	1.89%
AMAT	Applied Materials Inc /De Technology	NEW	601	NEW	$434,523	NEW	1.70%
WMT	Walmart Inc. Consumer Defensive	Added	3,796	+149	$429,934	−5.1%	1.69%
TLSA	Tiziana Life Sciences Ltd Healthcare	NEW	323,240	NEW	$413,747	NEW	1.62%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	801	NEW	$400,812	NEW	1.57%
LRCX	Lam Research Corp Technology	NEW	904	NEW	$391,730	NEW	1.54%
AVGO	Broadcom Inc. Technology	NEW	1,033	NEW	$390,215	NEW	1.53%
TXN	Texas Instruments Inc Technology	NEW	1,269	NEW	$378,250	NEW	1.48%
PLTR	Palantir Technologies Inc. Technology	NEW	3,152	NEW	$367,743	NEW	1.44%
IAU	Ishares Gold Trust	Reduced	4,062	-153	$306,721	−17.5%	1.20%
MU	Micron Technology Inc Technology	NEW	257	NEW	$296,652	NEW	1.16%
LMT	Lockheed Martin Corp Industrials	NEW	484	NEW	$246,578	NEW	0.97%
INTC	Intel Corp Technology	NEW	1,535	NEW	$214,332	NEW	0.84%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,736	-52,250	$203,910	−95.1%	0.80%

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.