Midwestern Financial, LLC /IA

Q4 2025 13F-HR Holdings

Location
Iowa City, IA
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$120,874
Net value change ($000)
+4,390 (3.8%)
New positions
0
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — 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)
SPY 1,287 12.6%
ACWX 785 13.0%
SHYD 497 39.8%
JPST 432 11.6%
AVEM 391 6.9%
SCHA 359 17.7%
AVDE 355 6.2%
VO 340 17.4%
VTEB 325 16.9%
VEA 321 10.2%
Top Reduces (Value $000, Stocks/ETFs)
VTI -773 -14.9%
SCHB -481 -9.0%
ROP -397 -34.0%
META -226 -9.5%
CLS -222 -100.0%
COST -207 -100.0%
HDV -139 -38.0%
VGSH -90 -3.5%
SBUX -82 -8.3%
ACWI -79 -14.6%
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