Midwest Financial Group LLC holds a diversified book of 136 stocks worth $285.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened First Trust Smith Unconstrai and trimmed Advanced Micro Devices. Their largest long position is Ishares S&P 500 Growth ETF at 6% of the equity book. Cloning the disclosed picks since 2024 would be +42% (+21.9%/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/1967193/holdings"
Use Arkolith to show Midwest Financial Group LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Midwest Financial Group 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% 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 S&P 500 GRWT ETF | $17.1M | 124.3K | 6.0% | ▲+5.7% Added · +7K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $15.3M | 122.3K | 5.4% | ▲+4.0% Added · +5K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $14.9M | 20.2K | 5.2% | ▲+5.1% Added · +974 sh | |
| 4 | Advanced Micro Devices Inc COM | $12.4M | 21.3K | 4.3% | ▼−50% Reduced · −21K sh | |
| 5 | Schwab Strategic TR US DIVIDEND EQ | $12.2M | 386.3K | 4.3% | ▲+1.4% Added · +5K sh | |
| 6 | Micron Technology Inc COM | $10.9M | 9.5K | 3.8% | ▼−54% Reduced · −11K sh | |
| 7 | Apple Inc COM | $8.8M | 30.5K | 3.1% | ▼−1.7% Reduced · −532 sh | |
| 8 | Putnam ETF Trust FOCUSED LAR CAP | $8.4M | 165.6K | 3.0% | ▲+7.1% Added · +11K sh | |
| 9 | Ishares TR ISHARES SEMICDTR | $7.9M | 12.3K | 2.8% | ▼−22% Reduced · −3K sh | |
| 10 | Schwab Strategic TR US AGGREGATE B | $7.7M | 334.0K | 2.7% | ▲+7.3% Added · +23K sh | |
| 11 | American Centy ETF TR US LARGE CAP VLU | $7.3M | 79.9K | 2.6% | ▲+15% Added · +10K sh | |
| 12 | Vaneck ETF Trust MRNGSTR WDE MOAT | $6.4M | 62.0K | 2.3% | ▲+7.5% Added · +4K sh | |
| 13 | SPDR Series Trust ST STR SP600GRWO | $6.4M | 53.3K | 2.2% | ▲+4.6% Added · +2K sh | |
| 14 | Vanguard Index FDS MCAP VL IDXVIP | $5.9M | 30.1K | 2.1% | ▲+4.4% Added · +1K sh | |
| 15 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $5.2M | 7.5K | 1.8% | ▲+2.5% Added · +183 sh | |
| 16 | Schwab Strategic TR US LCAP GR ETF | $4.8M | 142.5K | 1.7% | ▲+3.9% Added · +5K sh | |
| 17 | Franklin Templeton ETF TR INTL COR DIV TIL | $4.7M | 109.9K | 1.6% | ▲+31% Added · +26K sh | |
| 18 | Ishares TR CORE S&P SCP ETF | $4.5M | 30.6K | 1.6% | ▲+1.3% Added · +393 sh | |
| 19 | Microsoft Corp COM | $4.0M | 10.7K | 1.4% | ▲+6.4% Added · +640 sh | |
| 20 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $3.7M | 149.9K | 1.3% | ▲New New position | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $3.7M | 7.4K | 1.3% | ▲+4.6% Added · +322 sh | |
| 22 | Select Sector SPDR TR ST STR UTIL ETF | $3.2M | 70.6K | 1.1% | ▲+11% Added · +7K sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $3.2M | 4.3K | 1.1% | ▲+7.4% Added · +295 sh | |
| 24 | Capital Group Dividend Value SHS CREAT UNIT | $3.0M | 61.4K | 1.1% | ▲+222% Added · +42K sh | |
| 25 | Oneok Inc New COM | $3.0M | 34.7K | 1.1% | ▼−2.5% Reduced · −898 sh | |
| 26 | First TR Exchng Traded FD VI FT VEST NASD ETF | $2.9M | 74.1K | 1.0% | ▲+1.6% Added · +1K sh | |
| 27 | First TR Exchange-Traded FD LNG DUR OPRTUN | $2.9M | 134.8K | 1.0% | ▲+7.1% Added · +9K sh | |
| 28 | First TR Exchange-Traded FD WCM INTL EQUITY | $2.7M | 139.6K | 1.0% | ▲New New position | |
| 29 | Vanguard Index FDS SM CP VAL ETF | $2.7M | 11.1K | 0.9% | ▲+0.5% Added · +50 sh | |
| 30 | Ishares TR 20 YR TR BD ETF | $2.7M | 31.2K | 0.9% | ▼−5.6% Reduced · −2K sh | |
| 31 | Amazon Com Inc COM | $2.6M | 11.0K | 0.9% | ▼−2.2% Reduced · −244 sh | |
| 32 | First TR Exchng Traded FD VI MULTI STRATEGY | $2.5M | 104.0K | 0.9% | ▲New New position | |
| 33 | Nvidia Corporation COM | $2.3M | 11.6K | 0.8% | ▲+24% Added · +2K sh | |
| 34 | First TR Exch Traded FD III MANAGD MUN ETF | $2.2M | 42.3K | 0.8% | ▲New New position | |
| 35 | First TR Exch TRD Alphdx FD EMERG MKT ALPH | $2.1M | 67.1K | 0.8% | ▲+0.2% Added · +137 sh | |
| 36 | US Bancorp COM NEW | $2.0M | 33.1K | 0.7% | ▼−1.8% Reduced · −600 sh | |
| 37 | Select Sector SPDR TR ST STR ENERG ETF | $1.9M | 36.3K | 0.7% | ▼−9.9% Reduced · −4K sh | |
| 38 | Qualcomm Inc COM | $1.9M | 10.3K | 0.7% | ▼−2.8% Reduced · −300 sh | |
| 39 | First TR Exchange-Traded FD FST LOW OPPT EFT | $1.9M | 38.3K | 0.7% | ▲+3.7% Added · +1K sh | |
| 40 | Boeing Co COM | $1.9M | 8.7K | 0.7% | ▼−1.1% Reduced · −95 sh | |
| 41 | First TR Exchange-Traded FD NASDAQ CYB ETF | $1.9M | 20.7K | 0.7% | ▲+4.1% Added · +813 sh | |
| 42 | Select Sector SPDR TR ST STR CARE ETF | $1.8M | 11.6K | 0.6% | ▲+24% Added · +2K sh | |
| 43 | Ishares TR EXPANDED TECH | $1.8M | 20.1K | 0.6% | ▲New New position | |
| 44 | Exxon Mobil Corp COM | $1.8M | 13.2K | 0.6% | ▼−7.2% Reduced · −1K sh | |
| 45 | Costco Wholesale Corporation COM | $1.8M | 1.9K | 0.6% | ▼−4.2% Reduced · −84 sh | |
| 46 | RBB Fund Trust FIRST EAGLE GBL | $1.8M | 36.4K | 0.6% | ▲+41% Added · +11K sh | |
| 47 | Applied Matls Inc COM | $1.6M | 2.3K | 0.6% | ▲+0.1% Added · +3 sh | |
| 48 | Vanguard Index FDS VALUE ETF | $1.5M | 6.9K | 0.5% | ▲+1.2% Added · +80 sh | |
| 49 | Ishares TR IBOXX INV CP ETF | $1.5M | 13.4K | 0.5% | ▼−72% Reduced · −35K sh | |
| 50 | Invesco Exch Traded FD TR II S&P500 LOW VOL | $1.4M | 19.0K | 0.5% | ▲+3.6% Added · +666 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 136 | $285.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 126 | $234.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 123 | $226.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 121 | $209.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 114 | $190.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 108 | $172.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 111 | $174.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 109 | $170.3M | 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.