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Portfolio (Quarterly) Guide ↗

Midwest Financial Group LLC

· CIK 0001967193
13F Portfolio $226M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 URA GLOBAL X FDS 6,700.0 $286K 0.13% NEW $42.73 +16.1%
102 QGRO AMERICAN CENTY ETF TR 2,497.0 $286K 0.13% NEW $114.54 +1.5%
103 JEPI J P MORGAN EXCHANGE TRADED F 4,926.0 $282K 0.12% NEW $57.24 -2.0%
104 XLK SELECT SECTOR SPDR TR 1,955.0 $281K 0.12% NEW $143.94 +32.4%
105 GOOG ALPHABET INC Communication Services 881.0 $277K 0.12% NEW $313.97 +21.0%
106 IVV ISHARES TR 403.0 $276K 0.12% NEW $685.48 +10.9%
107 RDVI FIRST TR EXCHANGE-TRADED FD 9,853.0 $259K 0.11% NEW $26.24 +4.7%
108 PRF INVESCO EXCHANGE TRADED FD T 5,256.0 $247K 0.11% NEW $46.92 +14.4%
109 ABBV ABBVIE INC Healthcare 1,070.0 $245K 0.11% NEW $228.53 -4.5%
110 AFL AFLAC INC Financial Services 2,178.0 $240K 0.11% NEW $110.25 +2.7%
111 XLF SELECT SECTOR SPDR TR 4,370.0 $239K 0.11% NEW $54.77 -6.2%
112 QQQI NEOS ETF TRUST 4,400.0 $237K 0.10% NEW $53.86 +6.2%
113 PFF ISHARES TR 7,640.0 $237K 0.10% NEW $30.96 +1.9%
114 VGT VANGUARD WORLD FD 313.0 $236K 0.10% NEW $754.83 -84.0%
115 ZM ZOOM COMMUNICATIONS INC Technology 2,690.0 $232K 0.10% NEW $86.29 +17.5%
116 COP CONOCOPHILLIPS Energy 2,451.0 $229K 0.10% NEW $93.61 +22.2%
117 LUV SOUTHWEST AIRLS CO Industrials 5,427.0 $224K 0.10% NEW $41.33 +5.3%
118 EFA ISHARES TR 2,323.0 $223K 0.10% NEW $96.03 +9.3%
119 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,300.0 $215K 0.10% NEW $50.01 -38.0%
120 VBK VANGUARD INDEX FDS 683.0 $206K 0.09% NEW $302.11 +16.3%
Page 6 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.3%
Financial Services 32.0%
Energy 6.7%
Industrials 5.8%
Consumer Cyclical 4.8%
Consumer Defensive 4.2%
Communication Services 3.4%
Healthcare 1.2%
Utilities 0.6%