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Midwestern Financial, LLC /ia
Midwestern Financial, LLC /IA, also operating as Midwestern Financial Group, is a registered investment advisory firm based in Iowa City, Iowa. Founded with a fiduciary, fee-only model, the firm provides financial planning, investment management, and business consulting services to individuals, families, and business owners. They serve clients at various stages of wealth-building, focusing on personalized strategies and a commitment to always act in the client’s best interest. The team comprises experienced financial planners and fiduciary advisers, and the firm emphasizes independence from commissions or product sales. The group is locally focused with expertise in wealth management, retirement planning, and business valuation for clients in Iowa and neighboring regions.
Investment Strategy
Midwestern Financial Group employs a fee-only, client-centric approach to investment management and financial planning, emphasizing fiduciary responsibility. Their strategy centers on understanding each client’s unique goals and crafting tailored financial and investment solutions. Portfolio management typically includes diversified exposure across stock and bond ETFs, broad-based index funds, and select individual equities. The team emphasizes long-term wealth accumulation, tax efficiency, and risk management, focusing on transparency and avoiding conflicts of interest by not accepting commissions.
Latest 13F Filing Activity
Midwestern Financial, LLC /ia filed their most recent 13F report on Jun 30, 2025 disclosing 54 equity positions with a total 13F market value of $107M. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares TR, American Centy Etf TR among other positions. Midwestern Financial, LLC /ia reduced exposure to Tesla Inc., Vanguard Intl Equity Index F, Alphabet Inc. among others.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.44% | $7.9M | 12,849 | $617.85 | $617.85 | +$7.9M |
A AGG | ISHARES TR | 7.04% | $7.5M | 75,693 | $99.20 | $99.20 | +$7.5M |
F FLV | AMERICAN CENTY ETF TR | 6.65% | $7.1M | 101,598 | $69.79 | $69.79 | +$7.1M |
V VTV | VANGUARD INDEX FDS | 5.64% | $6.0M | 34,022 | $176.74 | $176.74 | +$6.0M |
S SCHB | SCHWAB STRATEGIC TR | 5.59% | $6.0M | 249,976 | $23.83 | $23.83 | +$6.0M |
Industry Allocation
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