Midwest Financial Group LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$285,053
Net value change ($000)
+50,556 (21.6%)
New positions
16
Sold out positions
6
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
MU 3,899 55.5%
IVW 3,800 28.6%
AMD 3,785 44.2%
QQQ 3,773 34.1%
UCON 3,729 NEW
WCMI 2,732 NEW
SOXX 2,696 52.1%
LALT 2,498 NEW
AVUV 2,273 17.5%
CGDV 2,214 272.3%
Top Reduces (Value $000, Stocks/ETFs)
LQD -3,783 -72.2%
FICS -2,514 -100.0%
DBMF -2,440 -100.0%
MUB -1,932 -100.0%
XOM -607 -25.2%
XLE -540 -21.9%
LRCX -318 -53.6%
TSLA -284 -100.0%
PFF -226 -100.0%
NKE -220 -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