Midwest Financial Group LLC

Q3 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
121
Total value ($000)
$209,768
Net value change ($000)
+19,550 (10.3%)
New positions
9
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
AAPL 1,554 24.0%
IVW 1,472 12.0%
AVUV 1,395 14.5%
SLYG 1,117 36.1%
MU 1,081 38.3%
QQQ 968 10.1%
SCHG 964 44.0%
AMD 879 14.9%
DIVI 797 64.8%
NUW 643 NEW
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,010 -70.4%
OKE -274 -10.0%
KO -272 -100.0%
ARKF -228 -100.0%
VCSH -202 -33.4%
IBIT -148 -20.3%
XLP -63 -5.2%
V -60 -9.9%
FICS -55 -1.9%
PFF -51 -17.4%
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