Midwest Capital Advisors, LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 213,998
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 199 | 213,998 | 13F-HR | Midwest Capital Advisors, LLC |
| Q4 2025 | 1/29/2026 | 192 | 208,740 | 13F-HR | Midwest Capital Advisors, LLC |
| Q3 2025 | 10/27/2025 | 211 | 207,432 | 13F-HR | Midwest Capital Advisors, LLC |
| Q2 2025 | 7/25/2025 | 188 | 189,699 | 13F-HR | Midwest Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.445 K | 3.5% | 0 | 59.53 K | -59.53 K |
| ETFs | 206.1 K | 96.3% | 64.87 K | 0 | 64.87 K |
| Debt | 464 | 0.2% | 0 | 4 | -4 |
| Other | 0 | 0.0% | 0 | 76 | -76 |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
213,998
Holdings
199
QoQ value change ($000)
5,258
(2.5%)
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.