Institutions / Midland Wealth Advisors, LLC

Midland Wealth Advisors, LLC

CIK 1990058 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$1.92B
Positions
164
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares Trโ€”$343.91M502,10417.9%
iShares Trโ€”$263.26M2,764,70513.7%
iShares Trโ€”$187.40M2,094,7919.8%
Janus Detroit Str Trโ€”$172.50M3,410,3889.0%
Vanguard World Fdโ€”$91.79M1,411,9124.8%
J P Morgan Exchange Traded Fโ€”$90.39M1,430,6364.7%
iShares Trโ€”$77.68M630,1784.0%
SPDR Series Trustโ€”$68.65M1,149,3593.6%
Vanguard Index Fdsโ€”$68.45M358,3853.6%
iShares Incโ€”$62.37M927,8373.2%
American Beacon Select Fundsโ€”$57.01M1,292,8323.0%
iShares Trโ€”$46.57M705,5592.4%
SPDR Series Trustโ€”$45.95M980,5872.4%
iShares Trโ€”$43.36M447,5542.3%
iShares MSCI UAE ETFโ€”$40.49M307,7072.1%
Vanguard Scottsdale Fdsโ€”$20.46M341,4381.1%
Nucor Corpโ€”$17.80M109,1410.9%
Apple Inc.โ€”$15.11M55,5760.8%
Microsoft Corpโ€”$12.50M25,8400.7%
Angel Oak Funds Trustโ€”$10.38M202,8700.5%
Listed Fds Trโ€”$9.18M139,1830.5%
Vanguard Index Fdsโ€”$8.32M13,2630.4%
Sherwin Williams Coโ€”$7.10M21,9240.4%
iShares Trโ€”$6.84M52,9630.4%
Vanguard Index Fdsโ€”$6.81M20,3090.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.