13F Filings History of Midwestern Financial, LLC /IA

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$120,874,287
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 52 stock holdings with total value $120,874,287 as of Q4 2025. Top holdings included SPY, FLV, AGG, ACWX, and AVDE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 52 $120,874,287 +$5,958,971 -$2,921,088 +$3,037,883 SPY, FLV, AGG, ACWX, AVDE 13F-HR 06 Feb 2026, 10:55
Q3 2025 54 $116,483,574 +$7,653,442 -$3,548,345 +$4,105,097 SPY, FLV, AGG, ACWX, VTV 13F-HR 14 Nov 2025, 09:29
Q2 2025 54 $106,653,988 $0 $0 $0 SPY, AGG, FLV, VTV, SCHB 13F-HR 28 Aug 2025, 12:22