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Midwest Capital Advisors, LLC
Midwest Capital Advisors, LLC is an independent, SEC-registered investment adviser headquartered in Grand Rapids, Michigan. Founded in 2003, the firm operates as a fee-only fiduciary, providing wealth management, investment advisory, and retirement planning services to individuals, high net worth individuals, charitable organizations, pension plans, and businesses. The firm has a dedicated team of approximately 8-9 professionals focused on delivering unbiased financial guidance, with a mission to empower clients to make informed financial decisions. Its principal owners are Michael DeSmyter, Mark R. Satkoski, and Jack N. Tunge, and it is wholly owned by its managing partners.
Investment Strategy
Midwest Capital Advisors employs a client-centered approach, offering both consulting and investment management services tailored to each client's financial goals, risk tolerance, and investment timeline. As a fee-only fiduciary, the firm provides unbiased advice through its investment adviser representatives, focusing on portfolio management and comprehensive retirement plan consulting. The firm emphasizes long-term financial planning, asset allocation, and cost-efficient investment selection, leveraging both discretionary and non-discretionary portfolio management to serve a broad base of individual and institutional clients, with a strong focus on transparency and client advocacy.
Latest 13F Filing Activity
Midwest Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 186 equity positions with a total 13F market value of $190M. The fund increased holdings in Blackrock Etf Trust, SPDR Index SHS FDS, Blackrock Etf Trust among other positions. Midwest Capital Advisors, LLC reduced exposure to Ishares Inc., Schwab Strategic TR, Schwab Strategic TR among others.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIDD | BLACKROCK ETF TRUST | 13.20% | $25.0M | 918,111 | $26.15 | $27.28 | +$5.6M |
S SCHG | SCHWAB STRATEGIC TR | 12.11% | $23.0M | 786,188 | $27.81 | $29.21 | -$3.9M |
Q QUAL | ISHARES TR | 10.14% | $19.2M | 105,169 | $177.30 | $182.82 | +$2.2M |
D DYNF | BLACKROCK ETF TRUST | 9.52% | $18.1M | 331,764 | $51.14 | $54.46 | +$2.8M |
S SPEM | SPDR INDEX SHS FDS | 6.05% | $11.5M | 268,640 | $40.63 | $42.74 | +$5.7M |
Industry Allocation
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