Midwest Capital Advisors, LLC

All 13F Filings

Location
Grand Rapids, MI
Most recent 13F
Q2 2026
Holdings value ($000)
246,189
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 7/28/2026 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 8.745 K 3.6% 1.3 K 0 1.3 K
ETFs 237.5 K 96.4% 31.36 K 0 31.36 K
Debt 0 0.0% 0 464 -464
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
246,189
Holdings
210
QoQ value change ($000)
32,191 (15.0%)
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.