Midwest Financial Network, LLC

Q1 2026 13F-HR Holdings

Location
Tinley Park, IL
Holdings as of
3/31/2026
Date filed
6/4/2026
Form type
13F-HR
Num holdings
82
Total value ($000)
$125,864
Net value change ($000)
-3,754 (-2.9%)
New positions
15
Sold out positions
3
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/4/2026 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 5,376 115.6%
QUS 1,639 78.6%
SPSM 1,619 215.3%
XLSR 1,422 63.9%
FDEV 778 NEW
FDRR 746 NEW
SPMD 732 74.0%
FSEC 717 NEW
FDMO 638 NEW
CERY 628 113.6%
Top Reduces (Value $000, Stocks/ETFs)
PULS -3,680 -100.0%
VOOV -1,693 -25.9%
SPDW -1,616 -37.1%
VOO -1,601 -19.3%
SPEM -1,230 -26.7%
SPEU -778 -29.6%
PJAN -765 -74.6%
VOOG -696 -28.7%
QQQ -694 -62.5%
PJUL -688 -23.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type