Arkolith/Funds/Midwest Heritage Bank, FSB

Midwest Heritage Bank, FSB

CIK 1906805Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Midwest Heritage Bank, FSB holds a focused book of 53 reported positions worth $352.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Nvidia Corp and trimmed First Trust L C Val Alp. Their largest long position is Dimensional US Core Equity 2 at 16% of the reported non-option book. Cloning the disclosed picks since 2024 would be +22% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Midwest Heritage Bank, FSB files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.9%
+11.0%/yr · since Oct '24
Their reported book
+23.3%
held from quarter-end
S&P 500
+33.4%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Midwest Heritage Bank, FSB (copied at disclosure) S&P 500

Growth of $10,000 cloning Midwest Heritage Bank, FSB's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
77%
Top 20 holdings
94%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

1% mapped to company sectors

ETFs / funds
92%
No sector on file yet
6%

+5 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Midwest Heritage Bank, FSB

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.5 / 53$4.4B
Swiss Re Ltd7 / 53$1.0B
Mirae Asset Global Investments Co., Ltd.23 / 53$272.3B
Demming Financial Services Corp9 / 53$127.0M
Potomac Fund Management Inc7 / 53$2.9B
HFM Investment Advisors, LLC16 / 53$197.4M
Stolz & Associates, PS11 / 53$107.9M
Triune Financial Partners, LLC13 / 53$317.4M

Ranked by the share of each fund's own book sitting in the names it shares with Midwest Heritage Bank, FSB: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$56.8M1.28M
16.1%
+0.3%
Added · +5K sh
2Capital Group Core Equity Et
SHS CREAT UNIT
$48.1M1.08M
13.6%
+2.7%
Added · +28K sh
3Capital Group Dividend Value
SHS CREAT UNIT
$35.5M720.4K
10.1%
+1.5%
Added · +11K sh
4Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$30.7M1.38M
8.7%
+3.8%
Added · +50K sh
5Dimensional ETF Trust
US HIGH PROF ETF
$22.3M533.3K
6.3%
+1.0%
Added · +5K sh
6Dimensional ETF Trust
GLOB CO PLUS ETF
$19.6M360.4K
5.6%
+4.2%
Added · +14K sh
7Dimensional ETF Trust
INTL CORE EQT MK
$16.7M404.6K
4.7%
+1.9%
Added · +8K sh
8Dimensional ETF Trust
US SMALL CAP ETF
$16.4M199.5K
4.7%
+0.8%
Added · +2K sh
9Capital Group Growth ETF
SHS CREAT UNIT
$16.1M341.6K
4.6%
+1.7%
Added · +6K sh
10Dimensional ETF Trust
EMGR CRE EQT MNG
$9.2M229.1K
2.6%
+1.1%
Added · +2K sh
11First TR Exch Traded FD III
PFD SECS INC ETF
$8.9M495.9K
2.5%
+4.4%
Added · +21K sh
12American Centy ETF TR
US SML CP VALU
$8.8M70.8K
2.5%
+0.9%
Added · +655 sh
13Ishares TR
1 3 YR TREAS BD
$8.6M104.9K
2.4%
+3.9%
Added · +4K sh
14Capital Group Conservative E
SHS
$7.6M232.2K
2.2%
+4.8%
Added · +11K sh
15SPDR Series Trust
ST STR P500ETF
$7.6M86.2K
2.1%
~0%
Added · +13 sh
16Ishares TR
20 YR TR BD ETF
$5.0M57.9K
1.4%
+5.3%
Added · +3K sh
17First TR Exchange-Traded Alp
COM SHS
$4.2M43.7K
1.2%
−5.6%
Reduced · −3K sh
18American Centy ETF TR
US LARGE CAP VLU
$3.7M40.9K
1.1%
+1.1%
Added · +468 sh
19Capital Group Equity ETF TR
US LARGE GROWT
$3.2M110.6K
0.9%
+41%
Added · +32K sh
20Dimensional ETF Trust
INTL HIGH PROFIT
$2.6M75.9K
0.7%
+1.8%
Added · +1K sh
21Ishares TR
MSCI ACWI ETF
$2.4M15.5K
0.7%
Held
22Ishares TR
MSCI USA QLT FCT
$2.1M9.4K
0.6%
Held
23Vanguard Index FDS
S&P 500 ETF SHS
$1.8M2.6K
0.5%
+0.3%
Added · +7 sh
24Ishares TR
CORE S&P500 ETF
$1.5M2.1K
0.4%
−2.4%
Reduced · −50 sh
25John Hancock Exchange Traded
MULTIFACTR SML
$1.2M24.0K
0.3%
−1.3%
Reduced · −311 sh
26Ishares TR
ESG AWR MSCI USA
$1.1M7.0K
0.3%
Held
27Dimensional ETF Trust
WORLD EX US CORE
$893K24.3K
0.3%
~0%
Added · +5 sh
28Berkshire Hathaway Inc Del
CL A
$749K1
0.2%
Held
29Fidelity Covington Trust
MSCI INFO TECH I
$703K2.5K
0.2%
Held
30Capital Grp Fixed Incm ETF T
MUN HIGH ETF
$600K23.2K
0.2%
+0.9%
Added · +216 sh
31Exxon Mobil Corp
COM
$529K3.9K
0.1%
−2.5%
Reduced · −100 sh
32Ishares TR
EAFE VALUE ETF
$505K6.6K
0.1%
Held
33Capital Grp Fixed Incm ETF T
MUN INM ETF
$478K17.4K
0.1%
+0.7%
Added · +120 sh
34American Centy ETF TR
US EQT ETF
$455K3.6K
0.1%
+10%
Added · +331 sh
35Capital Grp Fixed Incm ETF T
US MULTI-SECTOR
$451K16.5K
0.1%
+1.4%
Added · +221 sh
36Amazon Com Inc
COM
$423K1.8K
0.1%
Held
37Chevron Corporation
COM
$410K2.5K
0.1%
−3.9%
Reduced · −100 sh
38Caseys Gen Stores Inc
COM
$400K504
0.1%
−1.4%
Reduced · −7 sh
39Ishares TR
U.S. TECH ETF
$389K1.5K
0.1%
Held
40Ishares TR
S&P 500 GRWT ETF
$363K2.6K
0.1%
Held
41Altria Group Inc
COM
$355K4.9K
0.1%
Held
42Ishares TR
EAFE GRWTH ETF
$349K2.8K
0.1%
Held
43Principal Financial Group In
COM
$341K3.2K
0.1%
+0.4%
Added · +13 sh
44Apple Inc
COM
$326K1.1K
0.1%
Held
45BlackRock ETF Trust
ISHARES US EQUIT
$323K4.7K
0.1%
Held
46Capital Grp Fixed Incm ETF T
CORE BOND ETF
$288K11.0K
0.1%
+1.0%
Added · +109 sh
47Nvidia Corporation
COM
$277K1.4K
0.1%
New
New position
48Ishares TR
0-3 MTH TREASURY
$273K2.7K
0.1%
+36%
Added · +714 sh
49Berkshire Hathaway Inc Del
CL B NEW
$258K516
0.1%
Held
50Ishares TR
US INFRASTRUC
$215K3.4K
0.1%
New
New position
Showing 50 of 53 positions
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Filing history

As-of date vs the date the SEC received each filing

$352.8M · Q2 2026Q3 2024 · $213.7MQ2 2026 · $352.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d53$352.8M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202615d51$311.7M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202635d59$289.7M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202527d59$282.4M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202516d58$265.8M13F-HR
Q1 2025Mar 31, 2025May 2, 202532d59$242.9M13F-HR
Q4 2024Dec 31, 2024Feb 6, 202537d54$215.5M13F-HR
Q3 2024Sep 30, 2024Oct 18, 202418d58$213.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.