Midwestern Financial, LLC /IA
All 13F Filings
- Location
- Iowa City, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 120,874
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 52 | 120,874 | 13F-HR | Midwestern Financial, LLC /IA |
| Q3 2025 | 11/14/2025 | 54 | 116,484 | 13F-HR | Midwestern Financial, LLC /IA |
| Q2 2025 | 8/28/2025 | 54 | 106,654 | 13F-HR | Midwestern Financial, LLC /IA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.75 K | 65.1% | 3.22 K | 0 | 3.22 K |
| ETFs | 41.04 K | 34.0% | 1.214 K | 0 | 1.214 K |
| Other | 1.083 K | 0.9% | 0 | 42 | -42 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
120,874
Holdings
52
QoQ value change ($000)
4,390
(3.8%)
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.