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Home > Institutional Investor > Midwestern Financial, Llc > Profile

Instuitional Investor - Midwestern Financial, Llc

Fund Profile
Filing Period:
Fund Name: Midwestern Financial, Llc
Portfolio Value $127,120,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 19,960 $12,980,874 10.21%
2.
Ishares Trust
 IEF 98,565 $9,784,528 7.7%
3.
American Centy Etf Tr
 123,191 $9,446,948 7.43%
4.
Ishares Tr - MSCI ACWI EX US
 120,651 $8,260,964 6.5%
5.
American Centy Etf Tr
 83,826 $6,754,699 5.31%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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