13F Filings History of Midwest Heritage Bank, FSB

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$289,727,340
Signature - Title
Matthew Watters - President & CCO
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Midwest Heritage Bank, FSB. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwest Heritage Bank, FSB reported 59 stock holdings with total value $289,727,340 as of Q4 2025. Top holdings included DFAC, CGUS, CGDV, CGCP, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 59 $289,727,340 +$5,148,855 -$2,749,364 +$2,399,491 DFAC, CGUS, CGDV, CGCP, DUHP 13F-HR 04 Feb 2026, 15:47
Q3 2025 59 $282,437,007 +$2,051,926 -$926,943 +$1,124,983 DFAC, CGUS, CGDV, CGCP, DUHP 13F-HR 27 Oct 2025, 15:19
Q2 2025 58 $265,839,186 +$9,051,405 -$3,570,689 +$5,480,716 DFAC, CGUS, CGDV, CGCP, DUHP 13F-HR 16 Jul 2025, 17:04
Q1 2025 59 $242,864,664 +$40,770,407 -$9,046,724 +$31,723,683 DFAC, CGUS, CGDV, CGCP, DUHP 13F-HR 02 May 2025, 16:37
Q4 2024 54 $215,522,178 +$19,989,695 -$15,536,120 +$4,453,575 DFAC, CGUS, CGCP, CGDV, DFAS 13F-HR 06 Feb 2025, 15:23
Q3 2024 58 $213,724,394 +$5,715,954 -$1,881,303 +$3,834,651 DFAC, CGUS, CGCP, CGDV, FTA 13F-HR 18 Oct 2024, 13:21
Q2 2024 55 $197,889,305 +$11,423,602 -$4,279,439 +$7,144,163 DFAC, CGUS, CGCP, CGDV, FTA 13F-HR 17 Jul 2024, 17:08
Q1 2024 54 $190,016,044 +$38,636,859 -$5,472,773 +$33,164,086 DFAC, CGUS, FTA, CGCP, CGDV 13F-HR 23 Apr 2024, 17:39
Q4 2023 54 $147,253,265 +$3,749,475 -$2,247,679 +$1,501,796 DFAC, CGUS, FTA, CGCP, DFAS 13F-HR 23 Jan 2024, 17:26
Q3 2023 54 $133,114,986 +$7,660,080 -$2,793,440 +$4,866,640 DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 27 Oct 2023, 12:15
Q2 2023 52 $131,816,428 +$5,125,245 -$2,001,306 +$3,123,939 DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 26 Jul 2023, 14:53
Q1 2023 53 $124,236,253 +$34,381,588 -$17,501,241 +$16,880,347 DFAC, FTA, CGUS, CGCP, DFAS 13F-HR 19 Apr 2023, 19:09
Q4 2022 62 $103,299,446 +$8,696,123 -$9,087,848 -$391,725 DFAC, FTA, DFAI, DFAS, SPLG 13F-HR 19 Jan 2023, 18:12
Q3 2022 64 $95,539,000 +$2,373,249 -$10,544,206 -$8,170,957 DFAC, FTA, DFAI, DFAS, SPLG 13F-HR 21 Oct 2022, 19:09
Q2 2022 66 $110,586,000 +$7,696,160 -$8,294,798 -$598,638 DFAC, DFAI, FTA, DFAS, DFAE 13F-HR 13 Jul 2022, 09:50
Q1 2022 65 $127,500,000 +$40,979,998 -$12,086,585 +$28,893,413 DFAC, FTA, DFAI, SPLG, DFAS 13F-HR 28 Apr 2022, 12:03
Q4 2021 55 $103,021,000 $0 $0 $0 DFAC, FTA, DFAI, JHSC, SPLG 13F-HR 28 Jan 2022, 11:53