Midland Wealth Advisors, LLC holds a focused book of 160 stocks worth $1.9B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Em Bond ETF and trimmed Ishares MBS ETF. Their largest long position is Ishares Core S&P 500 ETF at 18% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1990058/holdings"
Use Arkolith to show MIDLAND WEALTH ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $358.0M | 548.0K | 18.5% | ▲+9.1% Added · +46K sh | |
| 2 | Ishares TR MBS ETF | $234.9M | 2.47M | 12.1% | ▼−11% Reduced · −291K sh | |
| 3 | Janus Detroit STR TR HENDRSON AAA CL | $180.0M | 3.57M | 9.3% | ▲+4.8% Added · +164K sh | |
| 4 | Ishares TR CORE MSCI EAFE | $167.2M | 1.85M | 8.6% | ▼−12% Reduced · −248K sh | |
| 5 | Vanguard World FD EXTENDED DUR | $93.7M | 1.44M | 4.8% | ▲+2.2% Added · +31K sh | |
| 6 | Ishares Inc CORE MSCI EMKT | $83.6M | 1.20M | 4.3% | ▲+29% Added · +271K sh | |
| 7 | American Beacon Select Funds GLG NATURAL RESO | $68.9M | 1.34M | 3.6% | ▲+3.4% Added · +44K sh | |
| 8 | SPDR Series Trust STATE STREET SPD | $65.3M | 1.12M | 3.4% | ▼−2.9% Reduced · −33K sh | |
| 9 | J P Morgan Exchange Traded F US QUALTY FCTR | $60.5M | 987.3K | 3.1% | ▼−31% Reduced · −443K sh | |
| 10 | Ishares TR S&P 500 GRWT ETF | $56.9M | 502.8K | 2.9% | ▼−20% Reduced · −127K sh | |
| 11 | Ishares TR CORE S&P MCP ETF | $52.5M | 777.1K | 2.7% | ▲+10% Added · +72K sh | |
| 12 | Vaneck FDS EMERGING MARKETS | $52.0M | 1.04M | 2.7% | ▲New New position | |
| 13 | Vanguard Index FDS VALUE ETF | $51.0M | 260.0K | 2.6% | ▼−27% Reduced · −98K sh | |
| 14 | SPDR Series Trust STATE STREET SPD | $46.6M | 963.9K | 2.4% | ▼−1.7% Reduced · −17K sh | |
| 15 | Ishares TR S&P MC 400GR ETF | $41.5M | 412.3K | 2.1% | ▼−7.9% Reduced · −35K sh | |
| 16 | Bluerock PVT Real Estate FD COM | $41.5M | 2.50M | 2.1% | ▲New New position | |
| 17 | Ishares TR S&P MC 400VL ETF | $38.0M | 286.7K | 2.0% | ▼−6.8% Reduced · −21K sh | |
| 18 | Vanguard Scottsdale FDS INTER TERM TREAS | $20.7M | 347.3K | 1.1% | ▲+1.7% Added · +6K sh | |
| 19 | Nucor Corp COM | $17.9M | 106.0K | 0.9% | ▼−2.9% Reduced · −3K sh | |
| 20 | Apple Inc COM | $13.4M | 52.9K | 0.7% | ▼−4.7% Reduced · −3K sh | |
| 21 | Angel Oak Funds Trust OAK ULTRASHORT | $12.8M | 250.4K | 0.7% | ▲+23% Added · +48K sh | |
| 22 | Microsoft Corp COM | $8.9M | 24.2K | 0.5% | ▼−6.5% Reduced · −2K sh | |
| 23 | Listed FDS TR ROUNDHILL MAGNIF | $8.1M | 139.5K | 0.4% | ▲+0.3% Added · +353 sh | |
| 24 | Vanguard Index FDS S&P 500 ETF SHS | $7.7M | 12.9K | 0.4% | ▼−2.6% Reduced · −341 sh | |
| 25 | Sherwin Williams Co COM | $7.0M | 21.9K | 0.4% | ▲~0% Added · +6 sh | |
| 26 | Exxon Mobil Corp COM | $6.5M | 38.3K | 0.3% | ▼−2.7% Reduced · −1K sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $6.4M | 20.0K | 0.3% | ▼−1.3% Reduced · −271 sh | |
| 28 | Ishares TR EXPND TEC SC ETF | $6.3M | 53.0K | 0.3% | ▲+0.1% Added · +54 sh | |
| 29 | JPMorgan Chase & Co COM | $5.7M | 19.4K | 0.3% | ▼−3.9% Reduced · −787 sh | |
| 30 | Woodward Inc COM | $5.7M | 15.9K | 0.3% | ▼−0.1% Reduced · −20 sh | |
| 31 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $4.3M | 84.6K | 0.2% | ▼−10.0% Reduced · −9K sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $4.2M | 6.4K | 0.2% | ▼−0.7% Reduced · −47 sh | |
| 33 | Alphabet Inc CAP STK CL A | $3.6M | 12.4K | 0.2% | ▼−8.0% Reduced · −1K sh | |
| 34 | Walmart Inc COM | $3.4M | 27.7K | 0.2% | ▼−5.1% Reduced · −1K sh | |
| 35 | Nvidia Corporation COM | $3.0M | 17.3K | 0.2% | ▼−3.0% Reduced · −526 sh | |
| 36 | Abbvie Inc COM | $2.8M | 12.9K | 0.1% | ▼−3.7% Reduced · −493 sh | |
| 37 | McDonalds Corp COM | $2.7M | 8.6K | 0.1% | ▼−6.6% Reduced · −608 sh | |
| 38 | Johnson & Johnson COM | $2.5M | 10.2K | 0.1% | ▼−5.2% Reduced · −567 sh | |
| 39 | Chevron Corporation COM | $2.4M | 11.6K | 0.1% | ▼−5.9% Reduced · −730 sh | |
| 40 | First TR Exchange-Traded FD SHS | $2.0M | 9.5K | 0.1% | ▲+0.6% Added · +61 sh | |
| 41 | Caterpillar Inc COM | $2.0M | 2.9K | 0.1% | ▼−11% Reduced · −348 sh | |
| 42 | Wisdomtree TR US MIDCAP DIVID | $2.0M | 37.1K | 0.1% | ▼−3.1% Reduced · −1K sh | |
| 43 | Oracle Corp COM | $1.9M | 12.8K | 0.1% | ▼−11% Reduced · −2K sh | |
| 44 | Schwab Strategic TR FUNDAMENTAL US L | $1.8M | 63.8K | 0.1% | ▼−4.5% Reduced · −3K sh | |
| 45 | Alphabet Inc CAP STK CL C | $1.7M | 6.1K | 0.1% | ▼−6.1% Reduced · −395 sh | |
| 46 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.7M | 26.7K | 0.1% | ▼−1.1% Reduced · −311 sh | |
| 47 | Amazon Com Inc COM | $1.7M | 8.2K | 0.1% | ▼−11% Reduced · −1K sh | |
| 48 | Invesco QQQ TR UNIT SER 1 | $1.7M | 2.9K | 0.1% | ▼−2.1% Reduced · −62 sh | |
| 49 | Ishares TR MSCI EAFE ETF | $1.6M | 17.0K | 0.1% | ▼−17% Reduced · −3K sh | |
| 50 | Ishares TR RUS 1000 GRW ETF | $1.6M | 3.9K | 0.1% | ▼−11% Reduced · −493 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 160 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 164 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 168 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 171 | $1.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 179 | $1.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 189 | $1.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 191 | $1.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 2, 2024 | 218 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 195 | $1.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 190 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.