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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 AVEM AMERICAN CENTY ETF TR 83,210.0 $8.0M 5.62% -616.0 -0.7% $96.49 -1.8%
2 VTV VANGUARD INDEX FDS 22,887.0 $5.0M 3.49% -2K -9.2% $217.92 +3.4%
3 SCHB SCHWAB STRATEGIC TR 159,235.0 $4.6M 3.23% -21K -11.7% $28.96 +2.6%
4 VTI VANGUARD INDEX FDS 10,341.0 $3.8M 2.68% -698.0 -6.3% $370.04 +2.5%
5 VEA VANGUARD TAX-MANAGED FDS 43,552.0 $3.1M 2.17% -2K -4.1% $71.25 +2.5%
6 VBR VANGUARD INDEX FDS 11,654.0 $2.8M 1.98% -315.0 -2.6% $242.98 +1.6%
7 VGSH VANGUARD SCOTTSDALE FDS 36,541.0 $2.1M 1.49% -874.0 -2.3% $58.20 -0.3%
8 QUAL ISHARES TR 9,427.0 $2.1M 1.45% -196.0 -2.0% $219.43 +1.9%
9 AAPL APPLE INC Technology 5,885.0 $1.7M 1.19% -54.0 -0.9% $289.36 +10.5%
10 TAXF AMERICAN CENTY ETF TR 23,160.0 $1.2M 0.82% -219.0 -0.9% $50.84 -2.3%
11 SBUX STARBUCKS CORP Consumer Cyclical 6,906.0 $706K 0.49% -2K -25.6% $102.19 +5.5%
12 ACWI ISHARES TR 2,792.0 $438K 0.31% -394.0 -12.4% $156.96 +2.6%
13 TEL TE CONNECTIVITY PLC Technology 2,023.0 $408K 0.29% -170.0 -7.8% $201.61 +0.5%
14 BBCB J P MORGAN EXCHANGE TRADED F 8,688.0 $394K 0.28% -4K -32.6% $45.32 -0.5%
15 LQD ISHARES TR 3,449.0 $376K 0.26% -447.0 -11.5% $109.05 -2.5%
16 BND VANGUARD BD INDEX FDS 4,094.0 $301K 0.21% -266.0 -6.1% $73.41 -1.5%

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%