Midwest Financial Group LLC

All 13F Filings

Location
Overland Park, KS
Most recent 13F
Q2 2026
Holdings value ($000)
285,053
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/21/2026 136 285,053 13F-HR Midwest Financial Group LLC
Q1 2026 4/22/2026 126 234,497 13F-HR Midwest Financial Group LLC
Q4 2025 1/20/2026 123 226,360 13F-HR Midwest Financial Group LLC
Q3 2025 11/6/2025 121 209,768 13F-HR Midwest Financial Group LLC
Q2 2025 7/18/2025 114 190,218 13F-HR Midwest Financial Group LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 100.8 K 35.4% 19.14 K 0 19.14 K
ETFs 184.3 K 64.6% 31.41 K 0 31.41 K
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Fund Snapshot

Q2 2026
Latest filed
7/21/2026
Total value ($000)
285,053
Holdings
136
QoQ value change ($000)
50,556 (21.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.