1y return+12.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $117 against $127 in the S&P 500.2
Midwest Financial Network, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $13.0M | 8.9% | +13.0% |
| VOOVanguard Index Fds | $6.7M | 4.6% | −12.8% |
| XLSRSsga Active Tr | $4.9M | 3.3% | +19.2% |
| QUSSpdr Series Trust | $4.8M | 3.2% | +17.3% |
| VOOVVanguard Admiral Fds Inc | $4.4M | 3.0% | −16.5% |
| SPEMSpdr Index Shs Fds | $4.2M | 2.9% | +12.3% |
| LGOVFirst Tr Exchange-traded Fd | $3.9M | 2.7% | −18.3% |
| BNDVanguard Bd Index Fds | $3.8M | 2.6% | −14.6% |
| SPDWSpdr Index Shs Fds | $3.6M | 2.5% | +19.2% |
| CGMSCapital Grp Fixed Incm Etf T | $3.3M | 2.3% | −19.0% |
| CGCPCapital Grp Fixed Incm Etf T | $3.3M | 2.3% | −18.7% |
| JBNDJ P Morgan Exchange Traded F | $3.2M | 2.2% | −7.3% |
| TDIVFirst Tr Exchange Traded Fd | $3.0M | 2.0% | −17.0% |
| SPSMSpdr Series Trust | $2.9M | 2.0% | +3.1% |
| BIVVanguard Bd Index Fds | $2.9M | 2.0% | −20.1% |
| SPYMSpdr Series Trust | $2.9M | 2.0% | +186.5% |
| TOTLSsga Active Etf Tr | $2.4M | 1.7% | +18.5% |
| SPMDSpdr Series Trust | $2.3M | 1.6% | +18.6% |
| FVDFirst Tr Exchange-traded Fd | $2.1M | 1.5% | −16.9% |
| FTCSFirst Tr Exchange-traded Fd | $2.1M | 1.4% | −15.6% |
| FDNFirst Tr Exchange-traded Fd | $1.9M | 1.3% | −21.6% |
| PJULInnovator Etfs Trust | $1.8M | 1.3% | −20.8% |
| CERYSpdr Series Trust | $1.8M | 1.2% | +62.9% |
| VOOGVanguard Admiral Fds Inc | $1.8M | 1.2% | −15.7% |
| QTECFirst Tr Exchange-traded Fd | $1.8M | 1.2% | −17.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPDWSpdr Index Shs Fds | December 31, 2024 | +47.6% | $3.6M |
| TDIVFirst Tr Exchange Traded Fd | December 31, 2024 | +46.4% | $3.0M |
| QTECFirst Tr Exchange-traded Fd | September 30, 2025 | +45.8% | $1.8M |
| SPEUSpdr Index Shs Fds | December 31, 2024 | +37.8% | $1.7M |
| VOOGVanguard Admiral Fds Inc | December 31, 2024 | +35.4% | $1.8M |
| SPEMSpdr Index Shs Fds | December 31, 2024 | +34.9% | $4.2M |
| LVHILegg Mason Etf Invt | December 31, 2024 | +33.0% | $1.5M |
| SPSMSpdr Series Trust | December 31, 2024 | +28.4% | $2.9M |
| SPYMSpdr Series Trust | December 31, 2024 | +27.5% | $2.9M |
| VOOVanguard Index Fds | December 31, 2024 | +27.5% | $6.7M |
Sold off last quarter
- GWXSpdr Index Shs Fds was $432K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +3.9% | +7.8% |
| June 30, 2025 | +4.7% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Midwest Financial Network, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2137280&type=13F-HR&dateb=&owner=include&count=40CIK 2137280
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2137280/000213728026000007/Filed July 7, 2026 · accession 0002137280-26-000007