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Midland Wealth Advisors LLC
Midland Wealth Advisors, LLC, headquartered in Effingham, Illinois, is a registered investment adviser and wholly-owned subsidiary of Midland States Bancorp, Inc. Founded in February 2023, the firm operates under the Midland Wealth Management trade name. It provides investment management and advisory services, focusing on serving clients primarily in the United States. As of mid-2025, the firm manages approximately $2.9 billion in assets and employs 28 professionals. Midland Wealth Advisors primarily works with banking or thrift institutions and offers a comprehensive suite of investment advisory services.
Investment Strategy
Midland Wealth Advisors employs a strategy centered on discretionary investment advisory and portfolio management. The firm builds diversified client portfolios, often including ETFs and mutual funds across various sectors and asset classes. Their focus is on risk-adjusted returns, long-term capital appreciation, and alignment of portfolios with clients’ individual investment goals, risk tolerances, and financial objectives. The firm utilizes asset allocation models and leverages both active and passive investment vehicles, regularly reviewing and adjusting portfolios in response to changing market conditions.
Latest 13F Filing Activity
Midland Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Midland Wealth Advisors LLC reduced exposure to Woodward Inc., Ishares TR, Proshares TR among others.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.45% | $225.3M | 362,926 | $482.36 | $620.90 | +$26.0M |
J JAAA | JANUS DETROIT STR TR | 9.72% | $176.0M | 3,467,496 | $50.58 | $50.75 | +$5.3M |
M MBB | ISHARES TR | 9.64% | $174.4M | 1,857,285 | $93.81 | $93.89 | +$3.2M |
I IEFA | ISHARES TR | 9.46% | $171.2M | 2,051,244 | $70.84 | $83.48 | +$16.4M |
V VGIT | VANGUARD SCOTTSDALE FDS | 8.29% | $150.0M | 2,508,721 | $59.21 | $59.81 | +$4.6M |
Industry Allocation
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