Midwestern Financial, LLC ETF holdings
Iowa City, IA
Reported $131.2M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$131.2M
ETFs held
40
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
91.8%
of $142.8M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $15.5M | 20,736 | +776 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $10.6M | 107,267 | +8,702 shares |
| FLV | American Century Focused Large Cap Value ETF | $10.4M | 128,393 | +5,202 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $9.7M | 127,559 | +6,908 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $8.0M | 83,210 | −616 shares |
| AVDE | Avantis International Equity ETF | $7.4M | 82,988 | +3,511 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $6.3M | 125,148 | +15,641 shares |
| VTV | Vanguard Morningstar Value ETF | $5.0M | 22,887 | −2,317 shares |
| SCHB | Schwab U.S. Broad Market ETF | $4.6M | 159,235 | −21,060 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $4.2M | 116,492 | +12,194 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002083276. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Midwestern Financial, LLC own?
Midwestern Financial, LLC reported 40 ETF positions worth $131.2M in its Form 13F for June 30, 2026. The largest was SPY, at $15.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.