Midwest Financial Network LLC Investment Activity in Q2 2026
Midwest Financial Network LLC maintained its portfolio allocation for the quarter ending June 30, 2026. All disclosed holdings either remained unchanged or were newly added positions.
As of June 30, 2026, Midwest Financial Network, Llc held a total portfolio value of $139,266,010. The investment firm's activity during the second quarter was characterized by adding new positions to its portfolio while maintaining existing holdings unchanged. No decreases or exits were disclosed in this filing period.
The most significant change observed involved the addition of several Exchange-Traded Funds (ETFs) that increased their position weightings substantially:
- LGOV was added, representing a First Trust ETF.
- CGCP, Capital Group Fixed Income ETF T, entered the portfolio.
- SPY was added as a holding in this quarter.
- QUS, SPDR Series Trust, increased its position weighting significantly.
- XLSR was added to the portfolio this quarter.
- VOOV, Vanguard Admiral ETF Shares, entered the portfolio.
- TOTL was added to the portfolio this quarter.
- JBND, JPMorgan ETF Shares, entered the portfolio.
In addition to these new positions, several existing holdings were increased:
- FVD, First Trust ETF Shares, was added.
- FDEV was increased significantly this quarter.
- HYBL, SSAM Active TR, entered the portfolio with a significant weighting.
- GAPR was added to the portfolio this quarter.
- GOCT, First Trust Exchange-Traded Fund VI, entered the portfolio with a significant weighting.
- SPSM was increased significantly this quarter.
The overall sector allocation for Midwest Financial Network, Llc remained unchanged from the previous period:
- Unknown Sector: This remains the dominant holding category with a portfolio weighting of 97.95% and total value $136,409,569.
- Technology: Weighting at 1.39%, representing a slight increase from the previous period's allocation of $1,942,606.
- Basic Materials: Weighting increased to 0.29% ($396,942) compared to prior data.
- Communication Services: Allocation stands at 0.2%, unchanged from the previous period.
- Industrials: Weighting increased to 0.18% ($243,862) this quarter.
In summary, Midwest Financial Network, Llc's portfolio saw an increase in its Technology allocation and the introduction of new ETF positions during Q2 2026:
- Midwest Financial Network, Llc added several ETFs including CGCP, FDEV, GAPR, GOCT, and TOTL.
- The firm increased its allocation to the Unknown sector from $136,409,569 (97.95%) last quarter to maintain dominance.