Institutional filer · SEC 13F · Q2 2025
Midwestern Financial, LLC /IA
The reported 13F portfolio of Midwestern Financial, LLC /IA (CIK 2083276) - top holdings, how concentrated the book is, and what changed last quarter.
- $106.7M
- Reported book
- 54
- Positions
- #296
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Midwestern Financial, LLC /IA ranks #296 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $106.7M across 54 positions, a moderately concentrated portfolio.
- $106.7M
- reported 13F value
- 54
- disclosed positions
- 7.4%
- in SPDR S&P 500 ETF TR
- #296
- of 360 filers
Top-5 share 32.4% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Midwestern Financial, LLC /IA ranks #296 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Midwestern Financial, LLC /IA sits by disclosed position count
Midwestern Financial, LLC /IA reports 54 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Midwestern Financial, LLC /IA vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
54 257th of 360 higher than 103 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Midwestern Financial, LLC /IA reports a book ($0.11B) concentrated across only 54 disclosed positions -- fewer than the 68-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2083276 · Q2 2025 $107M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #296/360
- POS-FOCUS 54 names
- CONC-HEAVY 32% top-5
- LEAD-MIX 7.4% top
- PHOTO-FINISH Gibson Wealth
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: Gibson Wealth Advisors LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Midwestern Financial, LLC /IA
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$106.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | $7.9M | 7.4% |
| 2 | ISHARES TR | $7.5M | 7.0% |
| 3 | AMERICAN CENTY ETF TR | $7.1M | 6.7% |
| 4 | VANGUARD INDEX FDS | $6.0M | 5.6% |
| 5 | SCHWAB STRATEGIC TR | $6.0M | 5.6% |
| 6 | AMERICAN CENTY ETF TR | $5.0M | 4.7% |
| 7 | AMERICAN CENTY ETF TR | $4.9M | 4.5% |
| 8 | VANGUARD INDEX FDS | $4.7M | 4.4% |
| 9 | ISHARES TR | $4.6M | 4.3% |
| 10 | VANGUARD TAX-MANAGED FDS | $3.4M | 3.1% |
| 11 | J P MORGAN EXCHANGE TRADED F | $3.3M | 3.1% |
| 12 | VANGUARD INDEX FDS | $3.1M | 2.9% |
| 13 | VANGUARD INTL EQUITY INDEX F | $2.7M | 2.5% |
| 14 | VANGUARD SCOTTSDALE FDS | $2.6M | 2.4% |
| 15 | INVESCO QQQ TR | $2.4M | 2.3% |
| 16 | META PLATFORMS INC | $2.4M | 2.3% |
| 17 | ISHARES TR | $2.4M | 2.2% |
| 18 | ISHARES TR | $2.0M | 1.9% |
| 19 | ISHARES TR | $2.0M | 1.9% |
| 20 | VANGUARD MUN BD FDS | $1.8M | 1.7% |
| 21 | VANGUARD SPECIALIZED FUNDS | $1.6M | 1.5% |
| 22 | VANGUARD INTL EQUITY INDEX F | $1.6M | 1.5% |
| 23 | BERKSHIRE HATHAWAY INC DEL | $1.4M | 1.3% |
| 24 | NVIDIA CORPORATION | $1.4M | 1.3% |
| 25 | ROPER TECHNOLOGIES INC | $1.3M | 1.2% |
Latest Quarter Trades · Q2 2025
New positions (54)
Frequently Asked Questions
- How big is Midwestern Financial, LLC /IA's 13F portfolio?
- Midwestern Financial, LLC /IA reports $106.7M of long US-equity positions across 54 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Midwestern Financial, LLC /IA sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Midwestern Financial, LLC /IA ranks #296 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Midwestern Financial, LLC /IA's largest position?
- Midwestern Financial, LLC /IA's largest reported position is SPDR S&P 500 ETF TR at $7.9M, about 7.4% of its reported book as of Q2 2025.
- What did Midwestern Financial, LLC /IA trade last quarter?
- In its Q2 2025 filing, Midwestern Financial, LLC /IA opened 54 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Midwestern Financial, LLC /IA: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($106.7M here).
Similar holding count
Nearest filers by number of disclosed positions (54 here).
Using this filing
- The rankings sort every tracked filer the same way Midwestern Financial, LLC /IA was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Gibson Wealth Advisors LLC reported the nearest book value ($106.8M) this quarter, a useful scale comparison for Midwestern Financial, LLC /IA. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.