Midwest Financial Group LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$234,497
Net value change ($000)
+8,137 (3.6%)
New positions
6
Sold out positions
3
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 1,479 12.9%
QCOM 1,369 NEW
SCHD 1,004 9.4%
CGDV 813 NEW
DIVI 769 29.9%
XOM 699 40.9%
OKE 615 23.6%
XLE 605 32.5%
AVLV 507 9.9%
FEGE 501 70.6%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -1,500 -59.3%
MSFT -731 -16.5%
IVW -721 -5.1%
AAPL -599 -7.1%
LRCX -550 -48.1%
AMD -487 -5.4%
QQQ -347 -3.0%
MOAT -316 -5.4%
RDVI -259 -100.0%
TSCO -215 -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.
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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