13F Filings History of Midwest Financial Group LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$226,359,726
Signature - Title
Leigha Shepard - CCO
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Midwest Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwest Financial Group LLC reported 123 stock holdings with total value $226,359,726 as of Q4 2025. Top holdings included IVW, AVUV, QQQ, SCHD, and AMD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 123 $226,359,726 +$22,060,181 -$12,019,717 +$10,040,464 IVW, AVUV, QQQ, SCHD, AMD 13F-HR 20 Jan 2026, 09:42
Q3 2025 121 $209,767,504 +$8,381,203 -$2,703,369 +$5,677,834 SCHD, IVW, AVUV, QQQ, AAPL 13F-HR 05 Nov 2025, 20:57
Q2 2025 114 $190,217,543 +$14,642,444 -$7,336,535 +$7,305,909 SCHD, IVW, AVUV, QQQ, AAPL 13F-HR 17 Jul 2025, 20:01
Q1 2025 108 $172,100,927 +$12,445,493 -$9,130,472 +$3,315,021 SCHD, IVW, AVUV, AAPL, LQD 13F-HR 22 Apr 2025, 12:16
Q4 2024 111 $174,135,604 +$20,319,436 -$3,544,906 +$16,774,530 IVW, SCHD, AAPL, AVUV, RDVI 13F-HR 21 Jan 2025, 09:14
Q3 2024 109 $170,276,000 +$8,865,713 -$2,780,192 +$6,085,521 SCHD, IVW, AAPL, AVUV, AMD 13F-HR 17 Oct 2024, 09:34
Q2 2024 105 $157,165,000 +$11,786,487 -$3,499,602 +$8,286,885 SCHD, IVW, AAPL, AMD, RDVI 13F-HR 16 Jul 2024, 18:44
Q1 2024 104 $148,843,000 +$15,353,331 -$8,588,799 +$6,764,532 SCHD, AMD, IVW, AAPL, RDVI 13F-HR 11 Apr 2024, 09:45
Q4 2023 100 $133,989,000 +$7,932,139 -$4,593,726 +$3,338,413 SCHD, AAPL, RDVI, AMD, LQD 13F-HR 25 Jan 2024, 10:19
Q3 2023 94 $118,147,000 +$7,881,710 -$2,687,108 +$5,194,602 SCHD, AAPL, RDVI, LQD, AMD 13F-HR 17 Oct 2023, 10:59
Q2 2023 97 $117,984,000 +$20,591,937 -$14,792,245 +$5,799,692 SCHD, AAPL, RDVI, LQD, AMD 13F-HR 27 Jul 2023, 11:02
Q1 2023 90 $108,511,000 $0 $0 $0 SCHD, AAPL, LQD, DGRO, VCSH 13F-HR 20 Apr 2023, 10:27