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Portfolio (Quarterly) Guide ↗

MIDLAND WEALTH ADVISORS, LLC

· CIK 0001990058
13F Portfolio $2.1B AUM 160 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 160 New
Page 3 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 8,307.0 $2.2M 0.11% NEW $270.31 -0.8%
42 QQQ INVESCO QQQ TR Financial Services 2,835.0 $2.1M 0.10% NEW $736.40 -3.5%
43 XOM EXXON MOBIL CORP Energy 15,106.0 $2.1M 0.10% NEW $136.72 +17.5%
44 GOOG ALPHABET INC 5,780.0 $2.0M 0.10% NEW $353.33
45 IBM INTERNATIONAL BUSINESS MACHS Technology 7,091.0 $2.0M 0.09% NEW $281.21 -16.7%
46 CVX CHEVRON CORPORATION Energy 11,879.0 $2.0M 0.09% NEW $165.76 +20.6%
47 LLY ELI LILLY & CO Healthcare 1,638.0 $2.0M 0.09% NEW $1199.43 +2.8%
48 FNDX SCHWAB STRATEGIC TR 62,937.0 $2.0M 0.09% NEW $31.10 +4.6%
49 CSCO CISCO SYS INC Technology 16,420.0 $1.9M 0.09% NEW $117.46 -5.4%
50 IWF ISHARES TR 14,984.0 $1.9M 0.09% NEW $124.17 -1.9%
51 ORCL ORACLE CORP Technology 12,615.0 $1.8M 0.09% NEW $146.55 -1.3%
52 DON WISDOMTREE TR 32,519.0 $1.8M 0.09% NEW $56.52 +2.7%
53 VEA VANGUARD TAX-MANAGED FDS 25,658.0 $1.8M 0.09% NEW $71.25 +3.6%
54 IJR ISHARES TR 12,156.0 $1.8M 0.09% NEW $148.31 -1.1%
55 AMZN AMAZON COM INC Consumer Cyclical 7,499.0 $1.8M 0.08% NEW $238.34 +9.5%
56 EFA ISHARES TR 16,973.0 $1.8M 0.08% NEW $103.88 +4.7%
57 HD HOME DEPOT INC Consumer Cyclical 4,938.0 $1.7M 0.08% NEW $352.68 -4.2%
58 ACWX ISHARES TR 22,367.0 $1.7M 0.08% NEW $76.11 +2.8%
59 AVGO BROADCOM INC Technology 4,467.0 $1.7M 0.08% NEW $377.75 -5.6%
60 VEU VANGUARD INTL EQUITY INDEX F 18,859.0 $1.6M 0.07% NEW $83.75 +2.8%
Page 3 of 8  ·  160 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 27.9%
Basic Materials 18.4%
Financial Services 13.7%
Industrials 10.8%
Healthcare 8.4%
Consumer Cyclical 6.3%
Consumer Defensive 5.2%
Communication Services 4.4%
Energy 3.0%
Utilities 1.9%