Midwestern Financial, LLC /IA

Q1 2026 13F-HR Holdings

Location
Iowa City, IA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$127,120
Net value change ($000)
+6,246 (5.2%)
New positions
2
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 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)
SPY 1,509 13.2%
AGG 1,443 17.3%
ACWX 1,431 21.0%
JPST 1,389 33.4%
FLV 979 11.6%
AVEM 730 12.1%
AVDE 680 11.2%
IAGG 667 24.6%
SCHA 649 27.2%
VO 621 27.1%
Top Reduces (Value $000, Stocks/ETFs)
VTV -1,065 -17.7%
VTI -857 -19.5%
VBR -758 -22.6%
VEA -571 -16.4%
VWO -477 -31.5%
SCHB -353 -7.2%
VGSH -293 -11.8%
ROP -291 -37.7%
META -286 -13.2%
LQD -238 -35.9%
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