Midwestern Financial, LLC reported 54 holdings worth US$143M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Midwestern Financial, LLC reported 54 holdings worth US$143M as of Jun 30, 2026. Largest: Meta Platforms, Inc., Nvidia Corporation and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 54
- Value as reported
- US$143M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Meta Platforms, Inc. | 3,283 | US$1.85M | 1.3% |
| Nvidia Corporation | 8,712 | US$1.74M | 1.2% |
| Apple Inc | 5,885 | US$1.7M | 1.2% |
| Berkshire Hathaway Inc. | 2,826 | US$1.41M | 0.99% |
| Amazon.com, Inc. | 3,306 | US$788K | 0.55% |
| Alphabet Inc (google) Class C | 2,033 | US$727K | 0.51% |
| Starbucks Corporation | 6,906 | US$706K | 0.49% |
| Microsoft Corp. | 1,517 | US$566K | 0.40% |
| Walmart Inc. | 4,477 | US$507K | 0.36% |
| Roper Technologies, Inc. | 1,361 | US$460K | 0.32% |
| Jp Morgan Chase & Co. | 960 | US$314K | 0.22% |
| Tesla, Inc. | 630 | US$265K | 0.19% |
| Costco Wholesale Corporation | 224 | US$210K | 0.15% |