Skip to content
Disclosery

Midwestern Financial, LLC /IA

Follow

13F filer, CIK 2083276, IOWA CITY, IA

Midwestern Financial, LLC /IA reported $120,874,287 across 52 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-06. Its ten largest share positions make up 55.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002063364-26-000062

Period
2025-12-31
Reported value
$121M
Holdings
52
Top 10 weight
55.13%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+1,535$1.05M
ACWXadded+8,756$588K
SHYDadded+21,636$496K
JPSTadded+8,737$442K
VOadded+1,254$364K

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
VTIreduced-2,640-$885K
SCHBreduced-22,468-$589K
ROPreduced-609-$271K
CLSexited-900-$222K
COSTexited-224-$207K

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, Q4 2025

Share positions as resolved from 13F-HR 0002063364-26-000062, largest first. % of portfolio is the value over $120,874,287, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,849 shares; 2025Q3: 15,289 shares; 2025Q4: 16,824 shares 16,824$11.5M9.49%+1,535Timeline
FLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 101,598 shares; 2025Q3: 110,506 shares; 2025Q4: 111,760 shares 111,760$8.47M7.01%+1,254Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,693 shares; 2025Q3: 80,197 shares; 2025Q4: 83,522 shares 83,522$8.34M6.9%+3,325Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,960 shares; 2025Q3: 92,992 shares; 2025Q4: 101,748 shares 101,748$6.83M5.65%+8,756Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 66,986 shares; 2025Q3: 72,348 shares; 2025Q4: 73,654 shares 73,654$6.06M5.02%+1,306Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 70,822 shares; 2025Q3: 75,014 shares; 2025Q4: 78,224 shares 78,224$6.02M4.98%+3,210Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,022 shares; 2025Q3: 31,914 shares; 2025Q4: 31,466 shares 31,466$6.01M4.97%-448Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 249,976 shares; 2025Q3: 208,456 shares; 2025Q4: 185,988 shares 185,988$4.88M4.04%-22,468Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,349 shares; 2025Q3: 15,758 shares; 2025Q4: 13,118 shares 13,118$4.4M3.64%-2,640Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 65,491 shares; 2025Q3: 73,358 shares; 2025Q4: 82,095 shares 82,095$4.15M3.44%+8,737Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 59,013 shares; 2025Q3: 52,742 shares; 2025Q4: 55,729 shares 55,729$3.48M2.88%+2,987Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,812 shares; 2025Q3: 15,301 shares; 2025Q4: 15,858 shares 15,858$3.36M2.78%+557Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,156 shares; 2025Q3: 20,408 shares; 2025Q4: 20,713 shares 20,713$2.92M2.42%+305Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 46,792 shares; 2025Q3: 49,014 shares; 2025Q4: 54,175 shares 54,175$2.71M2.24%+5,161Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,385 shares; 2025Q3: 4,563 shares; 2025Q4: 4,385 shares 4,385$2.69M2.23%-178Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 43,869 shares; 2025Q3: 43,730 shares; 2025Q4: 42,273 shares 42,273$2.48M2.05%-1,457Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,517 shares; 2025Q3: 72,584 shares; 2025Q4: 83,713 shares 83,713$2.38M1.97%+11,129Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,099 shares; 2025Q3: 6,641 shares; 2025Q4: 7,895 shares 7,895$2.29M1.9%+1,254Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,909 shares; 2025Q3: 38,430 shares; 2025Q4: 44,720 shares 44,720$2.25M1.86%+6,290Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,272 shares; 2025Q3: 3,253 shares; 2025Q4: 3,277 shares 3,277$2.16M1.79%+24Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,619 shares; 2025Q3: 18,664 shares; 2025Q4: 18,218 shares 18,218$1.94M1.61%-446Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,185 shares; 2025Q3: 8,480 shares; 2025Q4: 9,737 shares 9,737$1.93M1.6%+1,257Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,893 shares; 2025Q3: 54,559 shares; 2025Q4: 76,195 shares 76,195$1.75M1.44%+21,636Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,842 shares; 2025Q3: 7,876 shares; 2025Q4: 7,794 shares 7,794$1.71M1.42%-82Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,699 shares; 2025Q3: 8,699 shares; 2025Q4: 8,700 shares 8,700$1.62M1.34%+1Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,517 shares; 2025Q3: 26,858 shares; 2025Q4: 28,151 shares 28,151$1.51M1.25%+1,293Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,938 shares; 2025Q3: 2,854 shares; 2025Q4: 2,889 shares 2,889$1.45M1.2%+35Timeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,155 shares; 2025Q3: 25,075 shares; 2025Q4: 25,203 shares 25,203$1.27M1.05%+128Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,682 shares; 2025Q3: 3,994 shares; 2025Q4: 4,570 shares 4,570$1.24M1.03%+576Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,953 shares; 2025Q3: 10,033 shares; 2025Q4: 9,928 shares 9,928$1.06M0.88%-105Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,395 shares; 2025Q3: 6,421 shares; 2025Q4: 6,443 shares 6,443$999K0.83%+22Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,232 shares; 2025Q3: 1,234 shares; 2025Q4: 1,230 shares 1,230$927K0.77%-4Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,590 shares; 2025Q3: 11,671 shares; 2025Q4: 10,748 shares 10,748$905K0.75%-923Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,024 shares; 2025Q3: 13,849 shares; 2025Q4: 17,653 shares 17,653$873K0.72%+3,804Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,338 shares; 2025Q3: 2,342 shares; 2025Q4: 1,733 shares 1,733$771K0.64%-609Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,529 shares; 2025Q3: 5,411 shares; 2025Q4: 6,020 shares 6,020$663K0.55%+609Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,826 shares; 2025Q3: 2,766 shares; 2025Q4: 2,826 shares 2,826$652K0.54%+60Timeline
BBCBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,454 shares; 2025Q3: 13,589 shares; 2025Q4: 12,761 shares 12,761$585K0.48%-828Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,181 shares; 2025Q3: 1,183 shares; 2025Q4: 1,185 shares 1,185$573K0.47%+2Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,318 shares; 2025Q3: 2,124 shares; 2025Q4: 2,193 shares 2,193$499K0.41%+69Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,414 shares; 2025Q3: 10,555 shares; 2025Q4: 10,706 shares 10,706$498K0.41%+151Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,439 shares; 2025Q3: 4,299 shares; 2025Q4: 4,450 shares 4,450$496K0.41%+151Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,880 shares; 2025Q3: 9,949 shares; 2025Q4: 9,431 shares 9,431$480K0.4%-518Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,806 shares; 2025Q3: 1,812 shares; 2025Q4: 1,824 shares 1,824$471K0.39%+12Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,488 shares; 2025Q3: 3,919 shares; 2025Q4: 3,275 shares 3,275$463K0.38%-644Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,230 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares 1,231$385K0.32%0Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,897 shares; 2025Q3: 4,203 shares; 2025Q4: 7,870 shares 7,870$357K0.3%+3,667Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,234 shares; 2025Q3: 4,575 shares; 2025Q4: 4,332 shares 4,332$321K0.27%-243Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,925 shares; 2025Q3: 2,946 shares; 2025Q4: 2,973 shares 2,973$302K0.25%+27Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares 630$283K0.23%0Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,573 shares; 2025Q3: 4,589 shares; 2025Q4: 4,606 shares 4,606$267K0.22%+17Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,962 shares; 2025Q3: 2,985 shares; 2025Q4: 1,871 shares 1,871$227K0.19%-1,114Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CLSCELESTICA INC900$222Kshares
COSTCOSTCO WHOLESALE CORPORATION224$207Kshares

How Q4 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 0002063364-26-000062 base2026-02-06acceptance time not in the bulk data set