Midwest Financial Group LLC

Registered adviser

CIK

1967193

Location

Overland Park, KS

Portfolio Value

Small $239,275,247

Diversification

Diversified

Filing Date

Global Rank

#5,857 / 8,807 ▲ 64 · as of Jun 2026

Top Industry

Semiconductors 36.4%

Period ended 20 days ago

Filed Oct 15, 2026 · 5d

15 quarters · since Mar 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 175288

Roster of Oct 1, 2026

Regulatory AUM

$566,081,879

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$566,081,879	Individuals and high net worth (98%)
Mar 2025 to Feb 2026	$477,818,932	Individuals and high net worth (98%)
Apr 2024 to Feb 2025	$433,723,517	Individuals and high net worth (98%)
May 2023 to Mar 2024	$366,228,804	Individuals and high net worth (97%)
Mar 2023 to Apr 2023	$366,228,804	Individuals and high net worth (97%)
Apr 2022 to Feb 2023	$361,531,067	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 57.7%, 22.3 effective positions, active share 75.5% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

23.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 75.5%; sector active share 55.7% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

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Portfolio Concentration

136 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.5%

+0.1 pts

Top 5

38.5%

+0.0 pts

Top 10

57.8%

+0.1 pts

HHI

451

Diversified+2

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.6%	$154,490,294	74
Technology	20.4%	$48,917,017	17
Financial Services	5.4%	$12,873,922	16
Energy	2.9%	$6,907,054	7
Industrials	2.3%	$5,523,773	8
Consumer Defensive	1.6%	$3,726,342	5
Consumer Cyclical	1.5%	$3,539,078	3
Communication Services	0.7%	$1,678,706	2
Healthcare	0.5%	$1,172,533	3
Utilities	0.2%	$446,528	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DIVI	Franklin International Core Dividend Tilt Index ETF	+23,539	133,463	$5,693,531
CGDV	Capital Group Dividend Value ETF	+14,370	75,791	$3,702,390
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	+10,528	29,485	$1,461,571
SCHZ	Schwab U.S. Aggregate Bond ETF	+6,323	340,348	$7,521,690
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+6,291	76,938	$3,034,434
AVLV	Avantis U.S. Large Cap Value ETF	+5,845	85,748	$7,755,049
QQQI	NEOS Nasdaq-100(R) High Income ETF	+4,750	18,250	$1,013,787
SCHD	Schwab U.S. Dividend Equity ETF	+4,450	390,708	$12,709,731
IVW	iShares S&P 500 Growth ETF	+3,977	128,322	$0
FEGE	First Eagle Global Equity ETF	+3,910	40,347	$2,025,015
AVUV	Avantis U.S. Small Cap Value ETF	+3,610	125,880	$14,824,887
WCMI	First Trust WCM International Equity ETF	+3,107	142,690	$2,722,525
URA	Global X Uranium ETF	+3,106	16,665	$0
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	+3,101	56,407	$6,033,856
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+2,074	5,060	$844,918
SCHB	Schwab U.S. Broad Market ETF	+2,054	49,312	$1,445,334
LGOV	First Trust Long Duration Opportunities ETF	+1,799	136,626	$2,676,503
UCON	First Trust Smith Unconstrained Bond ETF	+1,719	151,605	$3,599,860
SHLD	Global X Defense Tech ETF	+1,550	9,520	$0
SOXX	iShares Semiconductor ETF	+1,479	13,765	$0
CEF	Sprott Physical Gold & Silver Trust	+1,445	18,903	$785,230
TLT	iShares 20+ Year Treasury Bond ETF	+1,410	32,633	$0
TCAF	T. Rowe Price Capital Appreciation Equity ETF	+1,307	26,771	$1,131,610
FEM	First Trust Emerging Markets AlphaDEX Fund	+1,293	68,400	$2,203,164
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+1,239	20,250	$1,006,222
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−722	19,985	$0
OKE	Oneok Inc /New/	−530	34,166	$2,913,334
SCHF	Schwab International Equity ETF	−478	24,387	$669,910
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	−348	13,032	$0
DVN	Devon Energy Corp/De	−295	6,811	$313,578
—		−255	14,590	$0
IBIT	iShares Bitcoin Trust ETF	−253	6,198	$293,413
MU	Micron Technology Inc	−225	9,235	$9,836,290
SMH	VanEck Semiconductor ETF	−200	1,790	$1,090,110
ORCL	Oracle Corp	−185	2,970	$407,781
SPY	Spdr S&P 500 ETF Trust	−173	4,109	$3,133,646
AMD	Advanced Micro Devices Inc	−160	21,109	$12,913,641
USB	US Bancorp De	−160	32,974	$1,904,578
BUG	Global X Cybersecurity ETF	−150	22,435	$0
RTX	RTX Corp	−142	6,764	$1,255,736
XLF	State Street Corp	−101	5,038	$0
SPLV	Invesco S&P 500 Low Volatility ETF	−99	18,947	$1,335,952
CVX	Chevron Corp	−80	3,271	$667,970
XOM	ExxonMobil Holdings Corp	−79	13,108	$2,133,327
EFA	iShares MSCI EAFE ETF	−70	2,710	$0
LSCC	Lattice Semiconductor Corp	−50	5,950	$747,439
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	−36	3,188	$353,772
FITB	Fifth Third Bancorp	−25	18,525	$936,994
AAPL	Apple Inc.	−13	30,530	$10,167,100
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−12	4,096	$514,744
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
PSEP		16,459	$771,268
VSH	Vishay Intertechnology Inc	16,050	$522,427
RMBS	Rambus Inc	4,475	$477,751
PAUG		10,227	$477,089
VLO	Valero Energy Corp/Tx	734	$284,505
SFLR		5,560	$216,562
PSX	Phillips 66	800	$204,248
CYPH	Cypherpunk Technologies Inc.	46,800	$155,844
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EVRG	Evergy, Inc.	2,538	$219,359
DKNG	DraftKings Inc.	8,395	$212,057
INTC	Intel Corp	1,450	$202,463
AMPG	AmpliTech Group, Inc.	28,950	$201,492
RXRX	Recursion Pharmaceuticals, Inc.	18,115	$66,482
PRPL	Purple Innovation, Inc.	115,000	$41,055
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $239,275,247 total · filing declares 138 positions · $295,340,776 · as of Sep 30, 2026

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

Showing 1–50 of 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	20,573	+405	$15,219,288	+2.5%	6.36%
AVUV	Avantis U.S. Small Cap Value ETF	Added	125,880	+3,610	$14,824,887	−2.8%	6.20%
AMD	Advanced Micro Devices Inc Technology	Reduced	21,109	-160	$12,913,641	+4.5%	5.40%
SCHD	Schwab U.S. Dividend Equity ETF	Added	390,708	+4,450	$12,709,731	+3.8%	5.31%
AAPL	Apple Inc. Technology	Reduced	30,530	-13	$10,167,100	+15.0%	4.25%
MU	Micron Technology Inc Technology	Reduced	9,235	-225	$9,836,290	−9.9%	4.11%
AVLV	Avantis U.S. Large Cap Value ETF	Added	85,748	+5,845	$7,755,049	+6.4%	3.24%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	340,348	+6,323	$7,521,690	−2.6%	3.14%
MOAT	VanEck Morningstar Wide Moat ETF	Added	62,460	+464	$6,602,646	+2.4%	2.76%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Added	56,407	+3,101	$6,033,856	−5.0%	2.52%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Added	30,700	+589	$6,002,771	+0.9%	2.51%
DIVI	Franklin International Core Dividend Tilt Index ETF	Added	133,463	+23,539	$5,693,531	+21.2%	2.38%
MSFT	Microsoft Corp Technology	Added	10,743	+80	$5,510,084	+38.5%	2.30%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	143,450	+913	$5,154,158	+6.9%	2.15%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	7,573	+114	$4,973,264	−5.2%	2.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,586	+218	$3,777,448	+2.5%	1.58%
CGDV	Capital Group Dividend Value ETF	Added	75,791	+14,370	$3,702,390	+22.3%	1.55%
UCON	First Trust Smith Unconstrained Bond ETF	Added	151,605	+1,719	$3,599,860	−3.5%	1.50%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,109	-173	$3,133,646	−2.0%	1.31%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	76,938	+6,291	$3,034,434	−5.3%	1.27%
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	Added	74,712	+621	$3,027,330	+4.0%	1.27%
OKE	Oneok Inc /New/ Energy	Reduced	34,166	-530	$2,913,334	−3.4%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,113	+90	$2,768,803	+5.4%	1.16%
WCMI	First Trust WCM International Equity ETF	Added	142,690	+3,107	$2,722,525	−0.3%	1.14%
NVDA	Nvidia Corp Technology	Added	11,860	+234	$2,708,586	+16.4%	1.13%
LGOV	First Trust Long Duration Opportunities ETF	Added	136,626	+1,799	$2,676,503	−7.2%	1.12%
LALT	First Trust Multi-Strategy Alternative ETF	Added	105,015	+1,052	$2,594,920	+3.9%	1.08%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	11,135	+30	$2,572,519	−4.7%	1.08%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	36,925	+630	$2,270,887	+17.8%	0.95%
FEM	First Trust Emerging Markets AlphaDEX Fund	Added	68,400	+1,293	$2,203,164	+2.6%	0.92%
XOM	ExxonMobil Holdings Corp Energy	Reduced	13,108	-79	$2,133,327	+18.3%	0.89%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	12,212	+645	$2,056,745	+12.1%	0.86%
FMB	First Trust Managed Municipal ETF	Added	42,745	+439	$2,045,775	−5.9%	0.85%
FEGE	First Eagle Global Equity ETF	Added	40,347	+3,910	$2,025,015	+13.6%	0.85%
QCOM	Qualcomm Inc/De Technology	Added	10,455	+125	$1,924,138	+0.8%	0.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,112	+192	$1,922,638	+7.0%	0.80%
USB	US Bancorp De Financial Services	Reduced	32,974	-160	$1,904,578	−4.8%	0.80%
LMBS	First Trust Low Duration Opportunities ETF	Added	39,055	+742	$1,892,605	−0.8%	0.79%
BA	Boeing Co Industrials	Added	8,842	+155	$1,645,054	−12.5%	0.69%
V	Visa Inc. Financial Services	Added	4,174	+82	$1,499,843	+6.8%	0.63%
VTV	VANGUARD VALUE INDEX FUND	Added	6,898	+3	$1,490,519	−0.8%	0.62%
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	Added	29,485	+10,528	$1,461,571	+54.9%	0.61%
SCHB	Schwab U.S. Broad Market ETF	Added	49,312	+2,054	$1,445,334	+5.6%	0.60%
GOOGL	Alphabet Inc. Communication Services	Added	4,045	+222	$1,391,803	+1.9%	0.58%
SPLV	Invesco S&P 500 Low Volatility ETF	Reduced	18,947	-99	$1,335,952	−6.4%	0.56%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	3,515	+159	$1,315,453	+5.9%	0.55%
VOO	VANGUARD 500 INDEX FUND	Added	1,844	+92	$1,292,385	+7.4%	0.54%
RTX	RTX Corp Industrials	Reduced	6,764	-142	$1,255,736	−4.2%	0.52%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	27,299	+109	$1,212,348	−4.7%	0.51%
AVGO	Broadcom Inc. Technology	Added	3,424	+276	$1,202,474	+1.1%	0.50%

Showing the top 50 of 136 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.