Midwestern Financial, LLC /IA

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$116M
Signature - Title
Jim Cullen - Filing Agent
Location
Iowa City, IA
Summary
This page shows a list of all the recent 13F filings made by Midwestern Financial, LLC /IA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Midwestern Financial, LLC /IA reported 54 stock holdings with total value $116M as of Q3 2025. Top holdings included SPY, FLV, AGG, ACWX, and VTV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 54 $116M +$7.65M -$3.55M +$4.11M SPY, FLV, AGG, ACWX, VTV 13F-HR 11/14/2025, 09:29 AM
Q2 2025 54 $107M $0 $0 SPY, AGG, FLV, VTV, SCHB 13F-HR 8/28/2025, 12:22 PM