🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Midwest Financial Network, LLC 13F Filings, Portfolio & Analysis

CIK: 0002137280
Tinley Park 17244 Oak Park Avenue
Zip Code: 60477
Latest Portfolio Value
$125.86 M
-2.90%
Total Holdings
82
14
Latest Report Date
Q1 2026
Top 10 Concentration
39.72%

Midwest Financial Network, LLC — Portfolio Overview & Company Profile

Midwest Financial Network, LLC (CIK: 0002137280) is a financial institution headquartered at 17244 Oak Park Avenue, , Tinley Park, Illinois 60477. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $125.86 M, comprising 82 distinct securities. Over its filing history, it has submitted 6 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 39.7%. Quarterly turnover: 18.6%. ▲ 17 new, +15 added, −47 reduced, ×3 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
-2.90%
$125.86 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
15,420 $10.03 M 7.97% ▲ 8,598 Add 126.0%
11,181 $6.68 M 5.31% ▼ 2,026 Reduce -15.3%
23,822 $4.85 M 3.86% ▼ 8,145 Reduce -25.5%
223,874 $4.83 M 3.84% ▼ 14,691 Reduce -6.2%
59,967 $4.42 M 3.51% ▼ 2,402 Reduce -3.9%
150,400 $4.1 M 3.25% ▼ 10,045 Reduce -6.3%
182,987 $4.09 M 3.25% ▼ 12,237 Reduce -6.3%
21,689 $3.72 M 2.96% ▲ 9,725 Add 81.3%
63,200 $3.65 M 2.90% ▲ 27,451 Add 76.8%
46,984 $3.63 M 2.88% ▲ 485 Add 1.0%

Historical Portfolio Charts