Midwestern Financial, LLC /IA

Q3 2026 13F-HR Holdings

Location
Iowa City, IA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$145,588
Net value change ($000)
+2,757 (1.9%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 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)
SPY 1,076 6.9%
JPST 603 9.5%
META 526 28.4%
FLV 462 4.4%
ACWX 416 4.3%
VO 321 8.6%
AVDE 281 3.8%
AAPL 258 15.1%
NVDA 247 14.2%
MSFT 213 37.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHB -656 -14.2%
VGSH -196 -9.2%
SUB -166 -8.3%
AVEM -160 -2.0%
VBR -131 -4.6%
BBCB -117 -29.7%
XLI -116 -9.7%
VTV -112 -2.2%
TAXF -87 -7.4%
SBUX -85 -12.0%
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