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Portfolio (Quarterly) Guide ↗

Midwest Financial Group LLC

· CIK 0001967193
13F Portfolio $285M AUM 136 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 61 Added 30 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 FICS FIRST TR EXCHANGE TRADED FD 64,411 $2.5M 1.07% SOLD
2 DBMF LITMAN GREGORY FDS TR 80,922 $2.4M 1.04% SOLD
3 MUB ISHARES TR 18,197 $1.9M 0.82% SOLD
4 TSLA TESLA INC Consumer Cyclical 764 $284K 0.12% SOLD
5 PFF ISHARES TR 7,465 $226K 0.10% SOLD
6 NKE NIKE INC Consumer Cyclical 4,158 $220K 0.09% SOLD
Sector Allocation
Technology 45.7%
Financial Services 32.6%
Energy 5.9%
Industrials 5.3%
Consumer Cyclical 3.7%
Consumer Defensive 3.6%
Communication Services 1.3%
Healthcare 1.2%
Utilities 0.7%