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Mid-American Wealth Advisory Group, Inc.

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13F filer, CIK 1911264, KANSAS CITY, MO

Mid-American Wealth Advisory Group, Inc. reported $223,921,002 across 49 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-20. Its ten largest share positions make up 68.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911264-25-000007

Period
2025-09-30
Reported value
$224M
Holdings
49
Top 10 weight
68.17%
New
12
Sold out
304

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SIXJadded+625,090$20.8M
SBARnew+330,325$8.67M
ONEZnew+159,551$4.23M
QBERadded+138,910$3.42M
QQQMadded+13,458$3.33M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SIXZexited-248,926-$7.07M
FLJJexited-229,107-$6.94M
OCTWexited-146,222-$5.41M
LISTED FD TRexited-104,634-$4.55M
TYAexited-272,426-$3.68M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001911264-25-000007, largest first. % of portfolio is the value over $223,921,002, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HYSPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 294,238 shares; 2025Q1: 311,329 shares; 2025Q2: 315,569 shares; 2025Q3: 325,243 shares 325,243$31.1M13.9%+9,674Timeline
TUASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,820 shares; 2024Q4: 690,564 shares; 2025Q1: 979,044 shares; 2025Q2: 1,044,522 shares; 2025Q3: 1,098,790 shares 1,098,790$24M10.73%+54,268Timeline
SIXJAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,784 shares; 2025Q3: 626,874 shares 626,874$20.9M9.33%+625,090Timeline
IBHFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,068 shares; 2024Q4: 351,899 shares; 2025Q1: 438,187 shares; 2025Q2: 598,347 shares; 2025Q3: 655,015 shares 655,015$15.3M6.84%+56,668Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 677,446 shares; 2024Q4: 714,500 shares; 2025Q1: 744,161 shares; 2025Q2: 598,316 shares; 2025Q3: 632,436 shares 632,436$14.7M6.56%+34,120
BILZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,625 shares; 2024Q4: 125,223 shares; 2025Q1: 75,377 shares; 2025Q2: 106,347 shares; 2025Q3: 111,172 shares 111,172$11.2M5.02%+4,825Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,619 shares; 2024Q4: 136,380 shares; 2025Q1: 115,827 shares; 2025Q2: 185,581 shares; 2025Q3: 190,860 shares 190,860$10.2M4.54%+5,279Timeline
SBARSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 330,325 shares 330,325$8.67M3.87%newTimeline
NVBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 283,254 shares; 2025Q1: 281,593 shares; 2025Q2: 258,809 shares; 2025Q3: 259,465 shares 259,465$8.64M3.86%+656Timeline
QBERELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157,445 shares; 2025Q1: 166,705 shares; 2025Q2: 180,252 shares; 2025Q3: 319,162 shares 319,162$7.86M3.51%+138,910Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,639 shares; 2024Q4: 91,211 shares; 2025Q1: 47,500 shares; 2025Q2: 123,950 shares; 2025Q3: 106,621 shares 106,621$7.25M3.24%-17,329Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,019 shares; 2025Q1: 76,626 shares; 2025Q2: 78,321 shares; 2025Q3: 78,929 shares 78,929$7.24M3.23%+608Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,879 shares; 2024Q4: 21,240 shares; 2025Q1: 21,436 shares; 2025Q2: 20,783 shares; 2025Q3: 20,858 shares 20,858$4.5M2.01%+75Timeline
LONZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,642 shares; 2024Q4: 46,793 shares; 2025Q1: 58,074 shares; 2025Q2: 80,266 shares; 2025Q3: 88,078 shares 88,078$4.5M2.01%+7,812Timeline
CDXSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,714 shares; 2024Q4: 102,798 shares; 2025Q1: 129,895 shares; 2025Q2: 176,740 shares; 2025Q3: 195,324 shares 195,324$4.47M2%+18,584Timeline
CRDTSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,408 shares; 2025Q1: 47,056 shares; 2025Q2: 161,034 shares; 2025Q3: 186,315 shares 186,315$4.41M1.97%+25,281Timeline
ONEZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,551 shares 159,551$4.23M1.89%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,639 shares; 2024Q4: 68,182 shares; 2025Q1: 65,252 shares; 2025Q2: 57,905 shares; 2025Q3: 55,423 shares 55,423$3.79M1.69%-2,482Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,650 shares; 2024Q4: 94,529 shares; 2025Q1: 92,859 shares; 2025Q2: 85,375 shares; 2025Q3: 85,656 shares 85,656$3.76M1.68%+281Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,481 shares; 2025Q2: 349 shares; 2025Q3: 13,807 shares 13,807$3.41M1.52%+13,458Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,869 shares; 2024Q4: 69,662 shares; 2025Q1: 66,869 shares; 2025Q2: 73,477 shares; 2025Q3: 75,392 shares 75,392$3.4M1.52%+1,915Timeline
MARZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,053 shares 63,053$2.2M0.98%newTimeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,104 shares 71,104$1.98M0.89%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,383 shares; 2024Q4: 35,899 shares; 2025Q1: 34,910 shares; 2025Q2: 29,585 shares; 2025Q3: 28,448 shares 28,448$1.88M0.84%-1,137Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,363 shares; 2024Q4: 33,048 shares; 2025Q1: 29,292 shares; 2025Q2: 23,653 shares; 2025Q3: 23,133 shares 23,133$1.53M0.69%-520Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,234 shares 51,234$1.38M0.61%newTimeline
SPMOINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,807 shares 9,807$1.19M0.53%newTimeline
LRNZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,096 shares; 2025Q3: 17,081 shares 17,081$777K0.35%+2,985Timeline
JULZELEVATION SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,675 shares 15,675$727K0.32%newTimeline
TDIVFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 6,307 shares; 2025Q3: 7,281 shares 7,281$718K0.32%+974Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 11,543 shares; 2025Q1: 12,514 shares; 2025Q2: 4,697 shares; 2025Q3: 2,721 shares 2,721$693K0.31%-1,976Timeline
MFUSPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,555 shares; 2025Q2: 9,610 shares; 2025Q3: 11,956 shares 11,956$672K0.3%+2,346Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,871 shares; 2025Q2: 1,866 shares; 2025Q3: 1,792 shares 1,792$637K0.28%-74Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,738 shares; 2025Q1: 4,374 shares; 2025Q2: 6,151 shares; 2025Q3: 2,519 shares 2,519$470K0.21%-3,632Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,469 shares 4,469$450K0.2%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: 1,314 shares; 2025Q2: 2,000 shares; 2025Q3: 981 shares 981$436K0.19%-1,019Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 881 shares; 2025Q1: 777 shares; 2025Q2: 577 shares; 2025Q3: 623 shares 623$417K0.19%+46Timeline
XVSIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,612 shares 15,612$415K0.19%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 1,034 shares; 2025Q1: 1,424 shares; 2025Q2: 1,802 shares; 2025Q3: 733 shares 733$380K0.17%-1,069Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,228 shares; 2025Q1: 3,012 shares; 2025Q2: 4,052 shares; 2025Q3: 1,716 shares 1,716$377K0.17%-2,336Timeline
MAXISIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,303 shares; 2025Q3: 13,352 shares 13,352$371K0.17%+3,049Timeline
PSBDPALMER SQUARE CAPITAL BDC INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,874 shares 29,874$367K0.16%newTimeline
CAIECALAMOS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,202 shares 13,202$363K0.16%newTimeline
DECWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116 shares; 2025Q3: 10,921 shares 10,921$360K0.16%+10,805Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 4,651 shares; 2025Q1: 4,685 shares; 2025Q2: 3,295 shares; 2025Q3: 3,289 shares 3,289$339K0.15%-6Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 12,892 shares 12,892$329K0.15%+12,888Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,320 shares; 2024Q4: 7,566 shares; 2025Q1: 6,159 shares; 2025Q2: 4,497 shares; 2025Q3: 4,298 shares 4,298$313K0.14%-199Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,130 shares 1,130$275K0.12%-126Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares 430$263K0.12%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 304. All 304

SecurityShares beforeValue beforeType
SIXZAIM ETF PRODUCTS TRUST248,926$7.07Mshares
FLJJAIM ETF PRODUCTS TRUST229,107$6.94Mshares
OCTWAIM ETF PRODUCTS TRUST146,222$5.41Mshares
LISTED FD TRLISTED FD TR104,634$4.55Mshares
TYASIMPLIFY EXCHANGE TRADED FUN272,426$3.68Mshares
QBULELEVATION SERIES TRUST102,271$2.6Mshares
LISTED FD TRLISTED FD TR63,033$2.06Mshares
SIXOAIM ETF PRODUCTS TRUST29,109$964Kshares
GOOGALPHABET INC3,134$556Kshares
PSAPUBLIC STORAGE1,549$455Kshares
FLRFLUOR CORP8,542$438Kshares
INSMINSMED INC3,928$395Kshares
FTAIFTAI AVIATION LTD3,021$348Kshares
NVBTAIM ETF PRODUCTS TRUST9,004$309Kshares
PCVXVAXCYTE INC8,311$270Kshares
LNTHLANTHEUS HLDGS INC3,009$246Kshares
LISTED FD TRLISTED FD TR5,666$202Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL344$167Kshares
XOMEXXON MOBIL CORP1,547$167Kshares
SPYMSPDR SERIES TRUST2,280$166Kshares
METAMETA PLATFORMS INC222$164Kshares
ORCLORACLE CORP696$152Kshares
COSTCOSTCO WHOLESALE CORPORATION149$148Kshares
VTIVANGUARD INDEX FDS464$141Kshares
SCHDSCHWAB STRATEGIC TR4,480$119Kshares
QQQINVESCO QQQ TR209$115Kshares
JPMJPMORGAN CHASE & CO393$114Kshares
XLKSELECT SECTOR SPDR TR396$100Kshares
VYMVANGUARD WHITEHALL FDS693$92.4Kshares
BNDVANGUARD BD INDEX FDS1,145$84.3Kshares
CVXCHEVRON CORPORATION468$67Kshares
IBITISHARES BITCOIN TRUST ETF1,025$62.7Kshares
VVISA INC173$61.4Kshares
FPEFIRST TR EXCH TRADED FD III3,266$58.1Kshares
STXFEA SERIES TRUST1,398$56Kshares
XLYSELECT SECTOR SPDR TR255$55.4Kshares
OXYOCCIDENTAL PETE CORP1,307$54.9Kshares
ULTAULTA BEAUTY INC112$52.4Kshares
VEAVANGUARD TAX-MANAGED FDS917$52.3Kshares
VONGVANGUARD SCOTTSDALE FDS442$48.3Kshares
SIRISIRIUSXM HOLDINGS INC2,073$47.6Kshares
RTXRTX CORPORATION322$47Kshares
CBSHCOMMERCE BANCSHARES INC742$46.1Kshares
KRKROGER CO641$46Kshares
NFLXNETFLIX INC.33$44.2Kshares
LENLENNAR CORP388$42.9Kshares
SCHMSCHWAB STRATEGIC TR1,500$42.1Kshares
TXNTEXAS INSTRS INC194$40.3Kshares
KHCKRAFT HEINZ CO1,497$38.7Kshares
MAMASTERCARD INCORPORATED67$37.6Kshares
FNDXSCHWAB STRATEGIC TR1,527$37.5Kshares
NVONOVO-NORDISK A S534$36.9Kshares
MCDMCDONALDS CORP122$35.6Kshares
DVADAVITA INC250$35.6Kshares
AUGWAIM ETF PRODUCTS TRUST1,125$34.5Kshares
LPXLOUISIANA PAC CORP400$34.4Kshares
POOLPOOL CORP118$34.4Kshares
PGPROCTER & GAMBLE CO212$33.8Kshares
BLKBLACKROCK INC32$33.6Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC147$33.3Kshares
SCHXSCHWAB STRATEGIC TR1,344$32.8Kshares
SCHWCHARLES SCHWAB CORP (THE)348$31.8Kshares
GLDMWORLD GOLD TR476$31.2Kshares
DPZDOMINOS PIZZA INC69$31.1Kshares
VCRBVANGUARD MALVERN FDS394$30.6Kshares
VOOGVANGUARD ADMIRAL FDS INC76$30.1Kshares
AMLPALPS ETF TR600$29.3Kshares
HIGHSIMPLIFY EXCHANGE TRADED FUN1,191$28.9Kshares
CATCATERPILLAR INC72$28Kshares
LMTLOCKHEED MARTIN CORP60$27.8Kshares
AFLAFLAC INC250$26.4Kshares
SCHGSCHWAB STRATEGIC TR889$26Kshares
SYKSTRYKER CORPORATION65$25.7Kshares
UPSUNITED PARCEL SVCS INC254$25.6Kshares
ADPAUTOMATIC DATA PROCESSING IN83$25.6Kshares
DEDEERE & CO50$25.4Kshares
IBHGISHARES TR1,120$25.2Kshares
AIZASSURANT INC122$24.1Kshares
SCHKSCHWAB STRATEGIC TR807$24.1Kshares
BKNGBOOKING HOLDINGS INC4$23.2Kshares
VWOVANGUARD INTL EQUITY INDEX F462$22.9Kshares
SBUXSTARBUCKS CORP248$22.7Kshares
ASMLASML HLDG NV27$21.6Kshares
HPQHP INC844$20.6Kshares
LLYELI LILLY & CO26$20.3Kshares
AMDADVANCED MICRO DEVICES INC140$19.9Kshares
MMM3M CO130$19.8Kshares
MSMORGAN STANLEY139$19.6Kshares
DUKDUKE ENERGY CORP NEW161$19Kshares
VBRVANGUARD INDEX FDS94$18.3Kshares
CPCANADIAN PACIFIC KANSAS CITY223$17.7Kshares
PHPARKER-HANNIFIN CORP25$17.5Kshares
HPEHEWLETT PACKARD ENTERPRISE C844$17.3Kshares
ABBVABBVIE INC91$16.9Kshares
OKEONEOK INC NEW202$16.5Kshares
VGITVANGUARD SCOTTSDALE FDS269$16.1Kshares
HDHOME DEPOT INC42$15.4Kshares
IQVIQVIA HLDGS INC95$15Kshares
UNPUNION PAC CORP64$14.7Kshares
APDAIR PRODUCTS AND CHEMICALS I52$14.7Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001911264-25-000007 base2025-10-20acceptance time not in the bulk data set