Midwest Capital Advisors, LLC holds a focused book of 210 stocks worth $246.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core Msci Emerging and trimmed Ishrs AI In And Tech Act ETF. Their largest long position is Schwab US Large-Cap Growth at 24% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2026480/holdings"
Use Arkolith to show Midwest Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Midwest Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
5% 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 | Schwab Strategic TR US LCAP GR ETF | $58.9M | 1.74M | 23.9% | ▲+35% Added · +448K sh | |
| 2 | BlackRock ETF Trust ISHA IN CTRY ETF | $27.3M | 745.0K | 11.1% | ▲+11% Added · +72K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $23.5M | 345.8K | 9.6% | ▲+4.3% Added · +14K sh | |
| 4 | BlackRock ETF Trust ISHA I IN TE ETF | $12.4M | 234.4K | 5.0% | ▼−15% Reduced · −42K sh | |
| 5 | Ishares TR US TREAS BD ETF | $11.7M | 514.0K | 4.8% | ▲+218% Added · +352K sh | |
| 6 | Putnam ETF Trust FOCUSED LAR CAP | $10.5M | 206.5K | 4.3% | ▲+25% Added · +42K sh | |
| 7 | Ishares TR MSCI USA MMENTM | $8.4M | 24.4K | 3.4% | ▼−38% Reduced · −15K sh | |
| 8 | Global X FDS DEFENSE TECH ETF | $7.6M | 127.8K | 3.1% | ▲+33% Added · +32K sh | |
| 9 | Ishares Inc CORE MSCI EMKT | $6.6M | 80.1K | 2.7% | ▲New New position | |
| 10 | BlackRock ETF Trust ISHA US THEM ETF | $6.4M | 149.4K | 2.6% | ▼−31% Reduced · −69K sh | |
| 11 | Victory Portfolios II SHORT TRM BD ETF | $6.1M | 119.9K | 2.5% | ▲+7.4% Added · +8K sh | |
| 12 | SPDR Series Trust ST STR BACKE ETF | $6.0M | 268.2K | 2.4% | ▲+27% Added · +57K sh | |
| 13 | BlackRock ETF Trust ISHA SYST AL ETF | $5.4M | 194.1K | 2.2% | ▲New New position | |
| 14 | Vanguard Charlotte FDS TOTAL INT BD ETF | $5.2M | 107.6K | 2.1% | ▼−13% Reduced · −16K sh | |
| 15 | BlackRock ETF Trust II ISHA FLEX IN ETF | $4.3M | 82.3K | 1.7% | ▲+6.6% Added · +5K sh | |
| 16 | Ishares Gold TR ISHARES NEW | $3.3M | 44.3K | 1.4% | ▼−6.3% Reduced · −3K sh | |
| 17 | Vanguard Index FDS VALUE ETF | $3.1M | 14.0K | 1.2% | ▼−2.7% Reduced · −388 sh | |
| 18 | SPDR Index SHS FDS ST PORT MARK ETF | $3.0M | 58.2K | 1.2% | ▼−77% Reduced · −197K sh | |
| 19 | Schwab Strategic TR US BRD MKT ETF | $3.0M | 104.0K | 1.2% | ▲+1.0% Added · +1K sh | |
| 20 | Ishares TR SYSTEMATIC BD ET | $2.5M | 28.4K | 1.0% | ▲+13% Added · +3K sh | |
| 21 | Ishares TR EAFE GRWTH ETF | $2.3M | 18.5K | 0.9% | ▼−45% Reduced · −15K sh | |
| 22 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.8M | 24.6K | 0.7% | ▼−0.8% Reduced · −188 sh | |
| 23 | Ishares TR MSCI USA QLT FCT | $1.7M | 7.6K | 0.7% | ▼−87% Reduced · −52K sh | |
| 24 | BlackRock ETF Trust ISHARES INTL DIV | $1.4M | 47.5K | 0.6% | ▼−3.9% Reduced · −2K sh | |
| 25 | Nvidia Corporation COM | $1.3M | 6.3K | 0.5% | ▲+1.3% Added · +80 sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $1.2M | 1.8K | 0.5% | ▲+4.7% Added · +79 sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.5K | 0.5% | ▲+0.1% Added · +2 sh | |
| 28 | Ishares TR EAFE VALUE ETF | $1.1M | 13.8K | 0.4% | ▼−82% Reduced · −62K sh | |
| 29 | Ishares TR 0-5 YR TIPS ETF | $939K | 9.2K | 0.4% | ▲31× Added · +9K sh | |
| 30 | Ishares TR CORE S&P500 ETF | $869K | 1.2K | 0.4% | ▲+0.3% Added · +3 sh | |
| 31 | Schwab Strategic TR US MID-CAP ETF | $865K | 23.5K | 0.4% | ▲+0.1% Added · +35 sh | |
| 32 | Ishares TR S&P 500 GRWT ETF | $859K | 6.2K | 0.3% | —Held | |
| 33 | SPDR Index SHS FDS ST STR ACWI ETF | $842K | 20.7K | 0.3% | ▲+2.8% Added · +566 sh | |
| 34 | Ishares TR RUS MD CP GR ETF | $709K | 4.8K | 0.3% | ▼−19% Reduced · −1K sh | |
| 35 | Vanguard Index FDS GROWTH ETF | $613K | 7.1K | 0.2% | ▲+482% Added · +6K sh | |
| 36 | Ishares TR ESG AWRE 1 5 YR | $489K | 19.6K | 0.2% | ▲+1.1% Added · +214 sh | |
| 37 | Ishares Inc MSCI EMRG CHN | $464K | 4.5K | 0.2% | ▼−12% Reduced · −634 sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $463K | 1.3K | 0.2% | ▲+2.0% Added · +25 sh | |
| 39 | Micron Technology Inc COM | $449K | 389 | 0.2% | —Held | |
| 40 | Ishares TR CORE S&P SCP ETF | $430K | 2.9K | 0.2% | ▼−0.6% Reduced · −18 sh | |
| 41 | Ishares TR CONV BD ETF | $396K | 3.3K | 0.2% | ▼−69% Reduced · −7K sh | |
| 42 | Dte Energy Co COM | $376K | 2.5K | 0.2% | —Held | |
| 43 | Vanguard Star FDS VG TL INTL STK F | $359K | 4.2K | 0.1% | ▲+1.5% Added · +62 sh | |
| 44 | Broadcom Inc COM | $358K | 948 | 0.1% | ▲+1.6% Added · +15 sh | |
| 45 | Ea Series Trust ALPHA ARCHITECT | $351K | 6.6K | 0.1% | —Held | |
| 46 | Stryker Corporation COM | $331K | 1.1K | 0.1% | —Held | |
| 47 | Schwab Strategic TR US AGGREGATE B | $316K | 13.7K | 0.1% | ▼−35% Reduced · −7K sh | |
| 48 | Ishares TR 10-20 YR TRS ETF | $285K | 2.8K | 0.1% | ▼−87% Reduced · −20K sh | |
| 49 | Ishares TR U.S. TECH ETF | $285K | 1.1K | 0.1% | ▼−8.4% Reduced · −104 sh | |
| 50 | Eli Lilly & Co COM | $284K | 236 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 210 | $246.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 199 | $214.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 192 | $208.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 211 | $207.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 188 | $189.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 182 | $162.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 191 | $136.8M | 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. The performance line is a simulation of the disclosed long book, not an audited return.