Midwest Financial Network, LLC

Q2 2025 13F-HR Holdings

Location
Tinley Park, IL
Holdings as of
6/30/2025
Date filed
6/4/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$100,770
Net value change ($000)
+650 (0.6%)
New positions
3
Sold out positions
2
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/4/2026 Next filing: 6/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
MSFT 602 298.0%
CRWD 395 NEW
TDIV 386 16.9%
VOO 363 8.3%
NVDA 325 NEW
CTVA 301 NEW
SPEU 273 15.4%
FDN 260 16.5%
VOOG 202 14.9%
SPDW 190 15.4%
Top Reduces (Value $000, Stocks/ETFs)
SPY -531 -27.9%
GAPR -354 -9.1%
JNK -335 -100.0%
BIL -324 -100.0%
FAPR -217 -10.0%
GJAN -207 -5.5%
GOCT -192 -5.1%
XLV -192 -10.9%
SPEM -191 -8.0%
SPSM -175 -37.6%
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.
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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