Midwest Financial Group LLC

13F filer · CIK 0001967193

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$285MU.S. long equity reported on 13F

Positions729 new · 2 closed

Net flow last quarter-$22.6MBuys minus sells

Top 10 positions weight24.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202672 positions
QQQInvesco QQQ Trust, Series 1	$14.9M	5.21%	Not reported	+5.1%	Q1 2023
AMDAdvanced Micro Devices Inc	$12.4M	4.33%	0.00%	-49.5%	Q1 2023
MUMicron Technology Inc	$10.9M	3.83%	0.00%	-54.5%	Q1 2023
AAPLApple Inc.	$8.84M	3.10%	0.00%	-1.7%	Q1 2023
MDYSPDR S&P Midcap 400 ETF Trust	$5.25M	1.84%	Not reported	+2.5%	Q1 2023
MSFTMicrosoft Corp	$3.98M	1.40%	0.00%	+6.4%	Q1 2023
BRK.BBerkshire Hathaway Inc	$3.69M	1.29%	Not reported	+4.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$3.2M	1.12%	Not reported	+7.4%	Q1 2023
OKEOneok Inc	$3.02M	1.06%	0.01%	-2.5%	Q1 2023
LGOVLargo Vista Group Ltd	$2.89M	1.01%	Not reported	+7.1%	Q2 2023
AMZNAmazon Com Inc	$2.63M	0.92%	0.00%	-2.2%	Q1 2023
NVDANvidia Corp	$2.33M	0.82%	0.00%	+24.5%	Q2 2024
USBUS Bancorp \de\	$2M	0.70%	0.00%	-1.8%	Q1 2023
QCOMQualcomm Inc	$1.91M	0.67%	0.00%	-2.8%	Q1 2026
BABoeing Co	$1.88M	0.66%	0.00%	-1.1%	Q1 2023
XOMExxonMobil Holdings Corp	$1.8M	0.63%	0.00%	-7.2%	Q1 2023
COSTCostco Wholesale Corp	$1.8M	0.63%	0.00%	-4.2%	Q1 2024
AMATApplied Materials Inc	$1.65M	0.58%	0.00%	+0.1%	Q1 2023
VVisa Inc.	$1.4M	0.49%	0.00%	+47.0%	Q1 2023
GOOGLAlphabet Inc.	$1.37M	0.48%	0.00%	+7.0%	Q1 2024
RTXRTX Corp	$1.31M	0.46%	0.00%	+0.5%	Q1 2023
SMHMarket Vectors ETF Trust	$1.31M	0.46%	Not reported	-32.0%	Q1 2023
AVGOBroadcom Inc.	$1.19M	0.42%	0.00%	+4.2%	Q1 2024
FITBFifth Third Bancorp	$1.05M	0.37%	0.00%	-5.4%	Q2 2023
AXPAmerican Express Co	$924K	0.32%	0.00%	Not reported	Q1 2023
LSCCLattice Semiconductor Corp	$918K	0.32%	0.00%	-22.3%	Q1 2024
CSXCSX Corp	$851K	0.30%	0.00%	-4.3%	Q1 2023
DRAMU.S. Gold Corp.	$759K	0.27%	Not reported	New	Q2 2026
CEFSprott Physical Gold & Silver Trust	$702K	0.25%	0.01%	+4.2%	Q3 2023
MAMastercard Inc	$684K	0.24%	0.00%	-0.8%	Q1 2023
NUWNuveen AMT-Free Municipal Value Fund	$607K	0.21%	Not reported	Not reported	Q1 2023
RCLRoyal Caribbean Cruises Ltd	$564K	0.20%	0.00%	Not reported	Q2 2023
CVXChevron Corp	$555K	0.19%	0.00%	+0.4%	Q1 2023
PGPROCTER & GAMBLE Co	$555K	0.19%	0.00%	-0.5%	Q1 2023
CPCanadian Pacific Kansas City Ltd	$544K	0.19%	0.00%	Not reported	Q2 2023
IAUIshares Gold Trust	$530K	0.19%	0.00%	+0.4%	Q1 2023
UNPUnion Pacific Corp	$504K	0.18%	0.00%	+1.5%	Q1 2023
JNJJohnson & Johnson	$498K	0.17%	0.00%	+0.1%	Q1 2023
OGSONE Gas, Inc.	$479K	0.17%	0.01%	Not reported	Q1 2023
SHLDSears Holdings Corp	$476K	0.17%	0.01%	New	Q2 2026
ORCLOracle Corp	$462K	0.16%	0.00%	+8.7%	Q1 2025
DGDollar General Corp	$427K	0.15%	0.00%	-0.7%	Q1 2023
WMTWalmart Inc.	$416K	0.15%	0.00%	+1.9%	Q4 2024
UNHUnitedhealth Group Inc	$410K	0.14%	0.00%	+0.4%	Q1 2023
PEPPepsico Inc	$405K	0.14%	0.00%	+6.0%	Q1 2023
HOODRobinhood Markets, Inc.	$383K	0.13%	0.00%	New	Q2 2026
HRIHerc Holdings Inc	$353K	0.12%	0.01%	Not reported	Q4 2023
MCDMcdonalds Corp	$349K	0.12%	0.00%	Not reported	Q1 2023
BACBank of America Corp	$343K	0.12%	0.00%	-1.6%	Q2 2024
JPMJPMorgan Chase & Co	$332K	0.12%	0.00%	+0.4%	Q4 2023

Q1 2026Reported Apr 22, 202665 positions
QQQInvesco QQQ Trust, Series 1	$11.1M	4.72%	Not reported	+3.2%	Q1 2023
AMDAdvanced Micro Devices Inc	$8.57M	3.65%	0.00%	-0.4%	Q1 2023
AAPLApple Inc.	$7.89M	3.36%	0.00%	-0.4%	Q1 2023
MUMicron Technology Inc	$7.02M	2.99%	0.00%	-10.2%	Q1 2023
MDYSPDR S&P Midcap 400 ETF Trust	$4.49M	1.91%	Not reported	-0.7%	Q1 2023
MSFTMicrosoft Corp	$3.71M	1.58%	0.00%	+9.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$3.38M	1.44%	Not reported	+1.7%	Q1 2023
OKEOneok Inc	$3.22M	1.37%	0.01%	+0.6%	Q1 2023
LGOVLargo Vista Group Ltd	$2.72M	1.16%	Not reported	+3.6%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$2.59M	1.11%	Not reported	+24.8%	Q1 2023
XOMExxonMobil Holdings Corp	$2.41M	1.03%	0.00%	-0.1%	Q1 2023
AMZNAmazon Com Inc	$2.35M	1.00%	0.00%	+20.5%	Q1 2023
COSTCostco Wholesale Corp	$2M	0.85%	0.00%	+0.8%	Q1 2024
USBUS Bancorp \de\	$1.75M	0.75%	0.00%	-0.7%	Q1 2023
BABoeing Co	$1.75M	0.75%	0.00%	+1.0%	Q1 2023
NVDANvidia Corp	$1.63M	0.69%	0.00%	+8.3%	Q2 2024
QCOMQualcomm Inc	$1.37M	0.58%	0.00%	New	Q1 2026
RTXRTX Corp	$1.33M	0.57%	0.00%	+0.3%	Q1 2023
SMHMarket Vectors ETF Trust	$1.12M	0.48%	Not reported	Not reported	Q1 2023
GOOGLAlphabet Inc.	$1.03M	0.44%	0.00%	-55.8%	Q1 2024
AVGOBroadcom Inc.	$935K	0.40%	0.00%	+7.1%	Q1 2024
FITBFifth Third Bancorp	$911K	0.39%	0.00%	+8.3%	Q2 2023
VVisa Inc.	$841K	0.36%	0.00%	+7.7%	Q1 2023
AXPAmerican Express Co	$827K	0.35%	0.00%	Not reported	Q1 2023
CEFSprott Physical Gold & Silver Trust	$800K	0.34%	0.01%	+9.8%	Q3 2023
AMATApplied Materials Inc	$779K	0.33%	0.00%	Not reported	Q1 2023
CSXCSX Corp	$768K	0.33%	0.00%	Not reported	Q1 2023
LSCCLattice Semiconductor Corp	$717K	0.31%	0.01%	Not reported	Q1 2024
CVXChevron Corp	$691K	0.29%	0.00%	+3.5%	Q1 2023
MAMastercard Inc	$671K	0.29%	0.00%	+0.9%	Q1 2023
IAUIshares Gold Trust	$617K	0.26%	0.00%	+23.0%	Q1 2023
NUWNuveen AMT-Free Municipal Value Fund	$605K	0.26%	Not reported	-1.8%	Q1 2023
LRCXLam Research Corp	$593K	0.25%	0.00%	-58.4%	Q4 2024
PGPROCTER & GAMBLE Co	$550K	0.23%	0.00%	+4.1%	Q1 2023
OGSONE Gas, Inc.	$535K	0.23%	0.01%	-1.2%	Q1 2023
CPCanadian Pacific Kansas City Ltd	$494K	0.21%	0.00%	+1.6%	Q2 2023
RCLRoyal Caribbean Cruises Ltd	$488K	0.21%	0.00%	-2.7%	Q2 2023
JNJJohnson & Johnson	$479K	0.20%	0.00%	+0.1%	Q1 2023
WMTWalmart Inc.	$448K	0.19%	0.00%	+23.1%	Q4 2024
DVNDevon Energy Corp	$447K	0.19%	0.00%	-41.5%	Q2 2023
DGDollar General Corp	$443K	0.19%	0.00%	Not reported	Q1 2023
UNPUnion Pacific Corp	$443K	0.19%	0.00%	+0.4%	Q1 2023
PEPPepsico Inc	$438K	0.19%	0.00%	+0.5%	Q1 2023
ORCLOracle Corp	$427K	0.18%	0.00%	+7.0%	Q1 2025
MCDMcdonalds Corp	$401K	0.17%	0.00%	Not reported	Q1 2023
IBITiShares Bitcoin Trust ETF	$335K	0.14%	0.00%	-8.6%	Q4 2024
COPConocophillips	$332K	0.14%	0.00%	+2.7%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$307K	0.13%	Not reported	+0.3%	Q1 2024
BACBank of America Corp	$298K	0.13%	0.00%	+8.9%	Q2 2024
JPMJPMorgan Chase & Co	$297K	0.13%	0.00%	+9.5%	Q4 2023

Q4 2025Reported Jan 20, 202662 positions
QQQInvesco QQQ Trust, Series 1	$11.4M	5.05%	Not reported	+6.1%	Q1 2023
AMDAdvanced Micro Devices Inc	$9.06M	4.00%	0.00%	+0.7%	Q1 2023
AAPLApple Inc.	$8.48M	3.75%	0.00%	-1.1%	Q1 2023
MUMicron Technology Inc	$6.6M	2.92%	0.00%	-0.8%	Q1 2023
MSFTMicrosoft Corp	$4.44M	1.96%	0.00%	-2.1%	Q1 2023
MDYSPDR S&P Midcap 400 ETF Trust	$4.42M	1.95%	Not reported	-14.6%	Q1 2023
BRK.BBerkshire Hathaway Inc	$3.48M	1.54%	Not reported	+0.1%	Q1 2023
LGOVLargo Vista Group Ltd	$2.65M	1.17%	Not reported	+33.5%	Q2 2023
OKEOneok Inc	$2.6M	1.15%	0.01%	+5.0%	Q1 2023
GOOGLAlphabet Inc.	$2.53M	1.12%	0.00%	+0.3%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$2.18M	0.96%	Not reported	+28.4%	Q1 2023
AMZNAmazon Com Inc	$2.16M	0.95%	0.00%	+21.8%	Q1 2023
BABoeing Co	$1.89M	0.83%	0.00%	-1.1%	Q1 2023
USBUS Bancorp \de\	$1.81M	0.80%	0.00%	+3.0%	Q1 2023
COSTCostco Wholesale Corp	$1.72M	0.76%	0.00%	+42.4%	Q1 2024
XOMExxonMobil Holdings Corp	$1.71M	0.76%	0.00%	-0.1%	Q1 2023
NVDANvidia Corp	$1.61M	0.71%	0.00%	+51.9%	Q2 2024
RTXRTX Corp	$1.26M	0.56%	0.00%	+0.1%	Q1 2023
LRCXLam Research Corp	$1.14M	0.50%	0.00%	Not reported	Q4 2024
SMHMarket Vectors ETF Trust	$1.05M	0.47%	Not reported	Not reported	Q1 2023
AXPAmerican Express Co	$1.01M	0.45%	0.00%	Not reported	Q1 2023
AVGOBroadcom Inc.	$977K	0.43%	0.00%	-0.1%	Q1 2024
VVisa Inc.	$907K	0.40%	0.00%	+61.5%	Q1 2023
FITBFifth Third Bancorp	$847K	0.37%	0.00%	+12.8%	Q2 2023
MAMastercard Inc	$760K	0.34%	0.00%	Not reported	Q1 2023
CEFSprott Physical Gold & Silver Trust	$699K	0.31%	0.01%	+6.9%	Q3 2023
CSXCSX Corp	$678K	0.30%	0.00%	-4.1%	Q1 2023
NUWNuveen AMT-Free Municipal Value Fund	$615K	0.27%	Not reported	-5.3%	Q1 2023
AMATApplied Materials Inc	$585K	0.26%	0.00%	+0.2%	Q1 2023
LSCCLattice Semiconductor Corp	$568K	0.25%	0.01%	Not reported	Q1 2024
DVNDevon Energy Corp	$556K	0.25%	0.00%	-0.6%	Q2 2023
ORCLOracle Corp	$529K	0.23%	0.00%	-1.6%	Q1 2025
PGPROCTER & GAMBLE Co	$524K	0.23%	0.00%	-3.8%	Q1 2023
RCLRoyal Caribbean Cruises Ltd	$509K	0.22%	0.00%	Not reported	Q2 2023
DGDollar General Corp	$496K	0.22%	0.00%	Not reported	Q1 2023
CVXChevron Corp	$491K	0.22%	0.00%	+0.5%	Q1 2023
OGSONE Gas, Inc.	$486K	0.21%	0.01%	-0.5%	Q1 2023
IBITiShares Bitcoin Trust ETF	$474K	0.21%	0.00%	+6.9%	Q4 2024
IAUIshares Gold Trust	$462K	0.20%	0.00%	-2.6%	Q1 2023
CPCanadian Pacific Kansas City Ltd	$455K	0.20%	0.00%	Not reported	Q2 2023
UNPUnion Pacific Corp	$420K	0.19%	0.00%	+0.4%	Q1 2023
JNJJohnson & Johnson	$405K	0.18%	0.00%	-0.9%	Q1 2023
PEPPepsico Inc	$403K	0.18%	0.00%	Not reported	Q1 2023
MCDMcdonalds Corp	$395K	0.17%	0.00%	-3.7%	Q1 2023
DKNGDraftKings Inc.	$369K	0.16%	Not reported	-16.1%	Q1 2023
WMTWalmart Inc.	$326K	0.14%	0.00%	-5.1%	Q4 2024
HRIHerc Holdings Inc	$319K	0.14%	0.01%	+3.6%	Q4 2023
UNHUnitedhealth Group Inc	$318K	0.14%	0.00%	+0.5%	Q1 2023
BACBank of America Corp	$309K	0.14%	0.00%	0.0%	Q2 2024
JPMJPMorgan Chase & Co	$297K	0.13%	0.00%	-0.8%	Q4 2023

Q3 2025Reported Nov 6, 202567 positions
QQQInvesco QQQ Trust, Series 1	$10.5M	5.02%	Not reported	+1.2%	Q1 2023
AAPLApple Inc.	$8.04M	3.83%	0.00%	-0.1%	Q1 2023
AMDAdvanced Micro Devices Inc	$6.8M	3.24%	0.00%	+0.7%	Q1 2023
MDYSPDR S&P Midcap 400 ETF Trust	$5.12M	2.44%	Not reported	+0.4%	Q1 2023
MSFTMicrosoft Corp	$4.86M	2.32%	0.00%	-0.2%	Q1 2023
MUMicron Technology Inc	$3.9M	1.86%	0.00%	+1.9%	Q1 2023
BRK.BBerkshire Hathaway Inc	$3.48M	1.66%	Not reported	+6.9%	Q1 2023
OKEOneok Inc	$2.46M	1.17%	0.01%	+0.7%	Q1 2023
LGOVLargo Vista Group Ltd	$1.98M	0.94%	Not reported	+0.6%	Q2 2023
GOOGLAlphabet Inc.	$1.96M	0.93%	0.00%	+0.3%	Q1 2024
BABoeing Co	$1.9M	0.90%	0.00%	-0.1%	Q1 2023
AMZNAmazon Com Inc	$1.69M	0.80%	0.00%	+3.9%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$1.66M	0.79%	Not reported	-4.1%	Q1 2023
XOMExxonMobil Holdings Corp	$1.6M	0.76%	0.00%	-0.2%	Q1 2023
USBUS Bancorp \de\	$1.59M	0.76%	0.00%	-2.1%	Q1 2023
COSTCostco Wholesale Corp	$1.29M	0.62%	0.00%	+8.3%	Q1 2024
RTXRTX Corp	$1.15M	0.55%	0.00%	+0.2%	Q1 2023
NVDANvidia Corp	$1.06M	0.51%	0.00%	+4.5%	Q2 2024
SMHMarket Vectors ETF Trust	$955K	0.46%	Not reported	+0.3%	Q1 2023
AVGOBroadcom Inc.	$933K	0.44%	0.00%	-3.6%	Q1 2024
AXPAmerican Express Co	$908K	0.43%	0.00%	Not reported	Q1 2023
LRCXLam Research Corp	$894K	0.43%	0.00%	Not reported	Q4 2024
ORCLOracle Corp	$775K	0.37%	0.00%	-1.8%	Q1 2025
MAMastercard Inc	$757K	0.36%	0.00%	-2.5%	Q1 2023
FITBFifth Third Bancorp	$715K	0.34%	0.00%	-0.3%	Q2 2023
CSXCSX Corp	$692K	0.33%	0.00%	-1.5%	Q1 2023
NUWNuveen AMT-Free Municipal Value Fund	$643K	0.31%	Not reported	Not reported	Q1 2023
RCLRoyal Caribbean Cruises Ltd	$591K	0.28%	0.00%	-1.4%	Q2 2023
PGPROCTER & GAMBLE Co	$584K	0.28%	0.00%	Not reported	Q1 2023
IBITiShares Bitcoin Trust ETF	$580K	0.28%	0.00%	-24.9%	Q4 2024
LSCCLattice Semiconductor Corp	$566K	0.27%	0.01%	+8.4%	Q1 2024
VVisa Inc.	$547K	0.26%	0.00%	-6.3%	Q1 2023
DVNDevon Energy Corp	$535K	0.26%	0.00%	-6.8%	Q2 2023
CEFSprott Physical Gold & Silver Trust	$524K	0.25%	0.01%	+3.6%	Q3 2023
OGSONE Gas, Inc.	$511K	0.24%	0.01%	-0.8%	Q1 2023
CVXChevron Corp	$498K	0.24%	0.00%	+0.5%	Q1 2023
DKNGDraftKings Inc.	$477K	0.23%	Not reported	+4.1%	Q1 2023
AMATApplied Materials Inc	$465K	0.22%	0.00%	Not reported	Q1 2023
CPCanadian Pacific Kansas City Ltd	$460K	0.22%	0.00%	Not reported	Q2 2023
VZVerizon Communications Inc	$432K	0.21%	0.00%	-4.8%	Q1 2023
UNPUnion Pacific Corp	$428K	0.20%	0.00%	+0.4%	Q1 2023
IAUIshares Gold Trust	$425K	0.20%	0.00%	-74.6%	Q1 2023
MCDMcdonalds Corp	$407K	0.19%	0.00%	Not reported	Q1 2023
PEPPepsico Inc	$394K	0.19%	0.00%	+0.3%	Q1 2023
DGDollar General Corp	$386K	0.18%	0.00%	-1.7%	Q1 2023
JNJJohnson & Johnson	$366K	0.17%	0.00%	+0.1%	Q1 2023
TROWPrice T Rowe Group Inc	$358K	0.17%	0.00%	+5.3%	Q1 2023
UNHUnitedhealth Group Inc	$331K	0.16%	0.00%	+2.0%	Q1 2023
TSLATesla, Inc.	$330K	0.16%	0.00%	New	Q3 2025
WMTWalmart Inc.	$318K	0.15%	0.00%	-3.7%	Q4 2024

Premium opens every quarter this fund has filed