Midwest Financial Group LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists a total of 138 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds, with several funds holding significant shares. The top holdings include the Schwab Strategic Trust US Aggregate Bond ETF, which holds 3,403,488 shares, and the Schwab Strategic Trust US Dividend Equity ETF with 3,907,088 shares. Other major ETF positions include the Vanguard Morningstar Mid Cap Value ETF (3,070,00 shares) and the VanEck Morningstar Wide Moat ETF (6,246,47 shares).
Among individual stock holdings, the firm holds 11,113 shares of Amazon.com Inc., 10,743 shares of Microsoft Corporation, and 9,235 shares of Micron Technology Inc. The filing also lists significant positions in energy and industrial sectors, including 13,108 shares of ExxonMobil Holdings Corp. and 17,900 shares of CSX Corp.
The report indicates that all positions are held as sole voting and dispositive power.
