Midwest Capital Advisors, LLC

All 13F Filings

Location
Grand Rapids, MI
Most recent 13F
Q3 2026
Holdings value ($000)
279,523
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
Q3 2026 11/4/2026 233 279,523 13F-HR Midwest Capital Advisors, LLC
Q2 2026 7/28/2026 210 246,189 13F-HR Midwest Capital Advisors, LLC
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 9.687 K 3.5% 942 0 942
ETFs 269.8 K 96.5% 32.39 K 0 32.39 K
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Fund Snapshot

Q3 2026
Latest filed
11/4/2026
Total value ($000)
279,523
Holdings
233
QoQ value change ($000)
33,334 (13.5%)
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.