Midwest Financial Group LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$295,341
Net value change ($000)
+10,288 (3.6%)
New positions
10
Sold out positions
8
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 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)
ONEOK INC NEW 2,913 NEW
EXXONMOBIL HOLDINGS CORP 2,133 NEW
MSFT 1,533 38.5%
AAPL 1,329 15.0%
IVW 1,154 6.7%
DIVI 998 21.3%
PSEP 771 NEW
CGDV 675 22.3%
AMD 559 4.5%
VSH 522 NEW
Top Reduces (Value $000, Stocks/ETFs)
OKE -3,016 -100.0%
XOM -1,803 -100.0%
MU -1,083 -9.9%
AMAT -470 -28.5%
AVUV -429 -2.8%
SLYG -316 -5.0%
IJR -287 -6.3%
MDY -273 -5.2%
BA -235 -12.5%
EVRG -219 -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