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Midwestern Financial, LLC /IA

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13F filer, CIK 2083276, IOWA CITY, IA

Midwestern Financial, LLC /IA reported $127,120,355 across 54 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 57.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002063364-26-000149

Period
2026-03-31
Reported value
$127M
Holdings
54
Top 10 weight
57.05%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+3,136$2.04M
AGGadded+15,043$1.49M
JPSTadded+27,412$1.39M
ACWXadded+18,903$1.29M
FLVadded+11,431$877K

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
VTVreduced-6,262-$1.23M
VBRreduced-3,889-$845K
VTIreduced-2,079-$667K
VEAreduced-10,322-$661K
VWOreduced-8,981-$485K

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, Q1 2026

Share positions as resolved from 13F-HR 0002063364-26-000149, largest first. % of portfolio is the value over $127,120,355, 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,849 shares; 2025Q3: 15,289 shares; 2025Q4: 16,824 shares; 2026Q1: 19,960 shares 19,960$13M10.21%+3,136Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,693 shares; 2025Q3: 80,197 shares; 2025Q4: 83,522 shares; 2026Q1: 98,565 shares 98,565$9.78M7.7%+15,043Timeline
FLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 101,598 shares; 2025Q3: 110,506 shares; 2025Q4: 111,760 shares; 2026Q1: 123,191 shares 123,191$9.45M7.43%+11,431Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 75,960 shares; 2025Q3: 92,992 shares; 2025Q4: 101,748 shares; 2026Q1: 120,651 shares 120,651$8.26M6.5%+18,903Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 70,822 shares; 2025Q3: 75,014 shares; 2025Q4: 78,224 shares; 2026Q1: 83,826 shares 83,826$6.75M5.31%+5,602Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 66,986 shares; 2025Q3: 72,348 shares; 2025Q4: 73,654 shares; 2026Q1: 79,477 shares 79,477$6.74M5.3%+5,823Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 65,491 shares; 2025Q3: 73,358 shares; 2025Q4: 82,095 shares; 2026Q1: 109,507 shares 109,507$5.54M4.36%+27,412Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,022 shares; 2025Q3: 31,914 shares; 2025Q4: 31,466 shares; 2026Q1: 25,204 shares 25,204$4.94M3.89%-6,262Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 249,976 shares; 2025Q3: 208,456 shares; 2025Q4: 185,988 shares; 2026Q1: 180,295 shares 180,295$4.53M3.56%-5,693Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,349 shares; 2025Q3: 15,758 shares; 2025Q4: 13,118 shares; 2026Q1: 11,039 shares 11,039$3.54M2.79%-2,079Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 46,792 shares; 2025Q3: 49,014 shares; 2025Q4: 54,175 shares; 2026Q1: 67,458 shares 67,458$3.38M2.66%+13,283Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 44,517 shares; 2025Q3: 72,584 shares; 2025Q4: 83,713 shares; 2026Q1: 104,298 shares 104,298$3.03M2.39%+20,585Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,099 shares; 2025Q3: 6,641 shares; 2025Q4: 7,895 shares; 2026Q1: 10,139 shares 10,139$2.91M2.29%+2,244Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 59,013 shares; 2025Q3: 52,742 shares; 2025Q4: 55,729 shares; 2026Q1: 45,407 shares 45,407$2.91M2.29%-10,322Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,156 shares; 2025Q3: 20,408 shares; 2025Q4: 20,713 shares; 2026Q1: 20,737 shares 20,737$2.87M2.26%+24Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 36,909 shares; 2025Q3: 38,430 shares; 2025Q4: 44,720 shares; 2026Q1: 55,048 shares 55,048$2.75M2.16%+10,328Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,812 shares; 2025Q3: 15,301 shares; 2025Q4: 15,858 shares; 2026Q1: 11,969 shares 11,969$2.6M2.05%-3,889Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,385 shares; 2025Q3: 4,563 shares; 2025Q4: 4,385 shares; 2026Q1: 4,390 shares 4,390$2.53M1.99%+5Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 43,869 shares; 2025Q3: 43,730 shares; 2025Q4: 42,273 shares; 2026Q1: 37,415 shares 37,415$2.19M1.72%-4,858Timeline
SHYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 50,893 shares; 2025Q3: 54,559 shares; 2025Q4: 76,195 shares; 2026Q1: 93,502 shares 93,502$2.12M1.67%+17,307Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,619 shares; 2025Q3: 18,664 shares; 2025Q4: 18,218 shares; 2026Q1: 18,124 shares 18,124$1.93M1.52%-94Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,272 shares; 2025Q3: 3,253 shares; 2025Q4: 3,277 shares; 2026Q1: 3,280 shares 3,280$1.88M1.48%+3Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,185 shares; 2025Q3: 8,480 shares; 2025Q4: 9,737 shares; 2026Q1: 9,623 shares 9,623$1.85M1.45%-114Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,842 shares; 2025Q3: 7,876 shares; 2025Q4: 7,794 shares; 2026Q1: 7,824 shares 7,824$1.68M1.32%+30Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,699 shares; 2025Q3: 8,699 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700$1.52M1.19%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,682 shares; 2025Q3: 3,994 shares; 2025Q4: 4,570 shares; 2026Q1: 5,939 shares 5,939$1.51M1.19%+1,369Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,938 shares; 2025Q3: 2,854 shares; 2025Q4: 2,889 shares; 2026Q1: 2,826 shares 2,826$1.35M1.07%-63Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,024 shares; 2025Q3: 13,849 shares; 2025Q4: 17,653 shares; 2026Q1: 25,023 shares 25,023$1.25M0.98%+7,370Timeline
TAXFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,155 shares; 2025Q3: 25,075 shares; 2025Q4: 25,203 shares; 2026Q1: 23,379 shares 23,379$1.17M0.92%-1,824Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,395 shares; 2025Q3: 6,421 shares; 2025Q4: 6,443 shares; 2026Q1: 6,461 shares 6,461$1.04M0.82%+18Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,517 shares; 2025Q3: 26,858 shares; 2025Q4: 28,151 shares; 2026Q1: 19,170 shares 19,170$1.04M0.82%-8,981Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,953 shares; 2025Q3: 10,033 shares; 2025Q4: 9,928 shares; 2026Q1: 9,274 shares 9,274$984K0.77%-654Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,232 shares; 2025Q3: 1,234 shares; 2025Q4: 1,230 shares; 2026Q1: 1,231 shares 1,231$859K0.68%+1Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,590 shares; 2025Q3: 11,671 shares; 2025Q4: 10,748 shares; 2026Q1: 9,284 shares 9,284$832K0.65%-1,464Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,826 shares; 2025Q3: 2,766 shares; 2025Q4: 2,826 shares; 2026Q1: 3,306 shares 3,306$689K0.54%+480Timeline
BBCBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,454 shares; 2025Q3: 13,589 shares; 2025Q4: 12,761 shares; 2026Q1: 12,888 shares 12,888$584K0.46%+127Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,230 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 2,032 shares 2,032$584K0.46%+801Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,181 shares; 2025Q3: 1,183 shares; 2025Q4: 1,185 shares; 2026Q1: 1,514 shares 1,514$560K0.44%+329Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,439 shares; 2025Q3: 4,299 shares; 2025Q4: 4,450 shares; 2026Q1: 4,460 shares 4,460$554K0.44%+10Timeline
BBHYJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,414 shares; 2025Q3: 10,555 shares; 2025Q4: 10,706 shares; 2026Q1: 10,859 shares 10,859$498K0.39%+153Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,338 shares; 2025Q3: 2,342 shares; 2025Q4: 1,733 shares; 2026Q1: 1,357 shares 1,357$480K0.38%-376Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,806 shares; 2025Q3: 1,812 shares; 2025Q4: 1,824 shares; 2026Q1: 1,831 shares 1,831$480K0.38%+7Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,318 shares; 2025Q3: 2,124 shares; 2025Q4: 2,193 shares; 2026Q1: 2,193 shares 2,193$458K0.36%0Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,488 shares; 2025Q3: 3,919 shares; 2025Q4: 3,275 shares; 2026Q1: 3,186 shares 3,186$441K0.35%-89Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,529 shares; 2025Q3: 5,411 shares; 2025Q4: 6,020 shares; 2026Q1: 3,896 shares 3,896$425K0.33%-2,124Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,897 shares; 2025Q3: 4,203 shares; 2025Q4: 7,870 shares; 2026Q1: 7,903 shares 7,903$395K0.31%+33Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,880 shares; 2025Q3: 9,949 shares; 2025Q4: 9,431 shares; 2026Q1: 7,416 shares 7,416$378K0.3%-2,015Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,234 shares; 2025Q3: 4,575 shares; 2025Q4: 4,332 shares; 2026Q1: 4,360 shares 4,360$321K0.25%+28Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,925 shares; 2025Q3: 2,946 shares; 2025Q4: 2,973 shares; 2026Q1: 2,986 shares 2,986$302K0.24%+13Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 955 shares 955$281K0.22%newTimeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,573 shares; 2025Q3: 4,589 shares; 2025Q4: 4,606 shares; 2026Q1: 4,620 shares 4,620$274K0.22%+14Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,962 shares; 2025Q3: 2,985 shares; 2025Q4: 1,871 shares; 2026Q1: 1,883 shares 1,883$256K0.2%+12Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630$234K0.18%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 223 shares; 2025Q3: 224 shares; 2025Q4: not reported; 2026Q1: 224 shares 224$223K0.18%newTimeline

How Q1 2026 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 0002063364-26-000149 base2026-05-05acceptance time not in the bulk data set