Midwestern Financial, LLC /IA

Q2 2026 13F-HR Holdings

Location
Iowa City, IA
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$142,831
Net value change ($000)
+15,711 (12.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 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)
SPY 2,504 19.3%
ACWX 1,448 17.5%
AVEM 1,274 18.9%
SCHA 1,176 38.8%
FLV 991 10.5%
AGG 832 8.5%
VO 830 28.5%
JPST 787 14.2%
VTEB 753 27.4%
SHYD 728 34.4%
Top Reduces (Value $000, Stocks/ETFs)
BBCB -190 -32.5%
SBUX -126 -15.1%
VGSH -63 -2.9%
TE CONNECTIVITY PLC -50 -10.9%
LQD -49 -11.5%
WMT -47 -8.5%
META -28 -1.5%
ROP -20 -4.2%
BND -20 -6.2%
COST -13 -5.8%
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