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Portfolio (Quarterly) Guide ↗

Midwestern Financial, LLC /IA

· CIK 0002083276
13F Portfolio $143M AUM 54 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 Added 16 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 20,736.0 $15.5M 10.84% +776.0 +3.9% $746.77 +3.0%
2 AGG ISHARES TR 107,267.0 $10.6M 7.43% +9K +8.8% $98.98 -1.5%
3 FLV AMERICAN CENTY ETF TR 128,393.0 $10.4M 7.31% +5K +4.2% $81.30 +7.7%
4 ACWX ISHARES TR 127,559.0 $9.7M 6.80% +7K +5.7% $76.11 +2.0%
5 AVDE AMERICAN CENTY ETF TR 82,988.0 $7.4M 5.18% +4K +4.4% $89.20 +5.2%
6 J P MORGAN EXCHANGE TRADED F 125,148.0 $6.3M 4.43% +16K +14.3% $50.57
7 SCHA SCHWAB STRATEGIC TR 116,492.0 $4.2M 2.95% +12K +11.7% $36.13 -5.2%
8 VO VANGUARD INDEX FDS 46,442.0 $3.7M 2.62% +36K +358.1% $80.57 +2.4%
9 IAGG ISHARES TR 70,882.0 $3.6M 2.51% +3K +5.1% $50.60 -1.7%
10 VTEB VANGUARD MUN BD FDS 69,173.0 $3.5M 2.45% +14K +25.7% $50.58 -2.3%
11 SHYD VANECK ETF TRUST 124,317.0 $2.8M 1.99% +31K +33.0% $22.90 -1.0%
12 SUB ISHARES TR 18,880.0 $2.0M 1.41% +756.0 +4.2% $106.47 -0.2%
13 VTIP VANGUARD MALVERN FDS 28,157.0 $1.4M 0.99% +3K +12.5% $50.23 -1.2%
14 VGT VANGUARD WORLD FD 9,861.0 $1.2M 0.82% +9K +701.1% $119.52 +0.5%
15 MUB ISHARES TR 9,348.0 $1.0M 0.70% +74.0 +0.8% $107.62 -2.2%
16 BBHY J P MORGAN EXCHANGE TRADED F 11,015.0 $508K 0.35% +156.0 +1.4% $46.09 -0.5%
17 JMST J P MORGAN EXCHANGE TRADED F 7,464.0 $381K 0.27% +48.0 +0.7% $51.00 -0.1%
18 JPM JPMORGAN CHASE & CO Financial Services 960.0 $314K 0.22% +5.0 +0.5% $327.17 +9.3%
19 VTES VANGUARD WELLINGTON FD 3,006.0 $305K 0.21% +20.0 +0.7% $101.32 -0.5%
20 HDV ISHARES TR 9,476.0 $260K 0.18% +8K +403.2% $27.41 +7.4%

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
Financial Services 65.7%
Technology 15.3%
Communication Services 8.9%
Consumer Cyclical 6.1%
Consumer Defensive 2.5%
Industrials 1.6%