Midwest Financial Group LLC

Q4 2025 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$226,360
Net value change ($000)
+16,592 (7.9%)
New positions
8
Sold out positions
6
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PVAL 6,849 NEW
MU 2,701 69.2%
AMD 2,260 33.2%
CIBR 1,323 NEW
VMBS 1,100 NEW
SCHZ 1,035 17.2%
QQQ 901 8.6%
SCHG 680 21.5%
LGOV 674 34.1%
GOOGL 569 29.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -3,584 -25.1%
RDVI -2,589 -90.9%
XLE -875 -32.0%
LQD -861 -13.9%
IJR -752 -17.0%
MDY -693 -13.5%
FEM -607 -24.5%
VZ -432 -100.0%
MSFT -419 -8.6%
TROW -358 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type