Midwest Capital Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Grand Rapids, MI
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$279,523
Net value change ($000)
+33,334 (13.5%)
New positions
31
Sold out positions
8
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PVAL 31,830 302.5%
BLCR 10,402 NEW
INRO 9,876 NEW
EFV 5,325 505.2%
EFG 4,699 204.3%
SCHZ 1,374 434.8%
IAU 1,251 37.4%
DYNF 672 2.9%
IALT 539 9.9%
BNDX 502 9.6%
Top Reduces (Value $000, Stocks/ETFs)
MTUM -7,530 -89.8%
USTB -5,494 -90.5%
GOVT -4,402 -37.6%
SCHG -4,387 -7.5%
SPMB -4,287 -71.7%
SYSB -2,285 -90.8%
BAI -2,222 -18.0%
SHLD -1,298 -17.0%
STIP -907 -96.6%
BINC -696 -16.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type