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Portfolio (Quarterly) Guide ↗

Midwestern Financial, LLC /IA

· CIK 0002083276
13F Portfolio $127M AUM 54 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 21 Added 17 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPM JPMORGAN CHASE & CO Financial Services 955.0 $281K 0.22% NEW $294.14 +3.0%
2 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 224.0 $223K 0.18% NEW $997.05 +5.4%

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 62.4%
Technology 16.0%
Communication Services 9.7%
Consumer Cyclical 6.9%
Consumer Defensive 3.1%
Industrials 1.9%