account_balance
Investment manager · 13F filer · SEC CIK 1990058
Midland Wealth Advisors, LLC
Reported value$2.16Bas of Sep 30, 2026
Positions159 12 new, 13 sold out
Top 10 weight69.4%IVV alone is 19%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
19.3%
MBBiShares Tr
13.2%Added +27%
IEFAiShares Tr
8.4%
JAAAJanus Detroit STR Tr
7.5%Trimmed −12%
IEMGiShares Inc
4.5%Trimmed −2%
EMBXVaneck FDS
3.6%Added +41%
KOMPSPDR Series Trust
3.5%
MGNRAmerican Beacon Select Funds
3.4%Added +7%
JQUAJ P Morgan Exchange Traded F
3.1%Trimmed −6%
IJHiShares Tr
2.9%Added +8%
EDVVanguard World Fd
2.9%Trimmed −31%
IVWiShares Tr
2.8%Trimmed −10%
IVViShares Tr
19.3%
MBBiShares Tr
13.2%Added +27%
IEFAiShares Tr
8.4%
JAAAJanus Detroit STR Tr
7.5%Trimmed −12%
IEMG4.5%
EMBX3.6%
KOMP3.5%
MGNR3.4%
JQUA3.1%
IJH2.9%
EDV2.9%
IVW2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 19.3% Held
MBB iShares Tr 13.2% Added +27%
IEFA iShares Tr 8.4% Held
JAAA Janus Detroit STR Tr 7.5% Trimmed −12%
IEMG iShares Inc 4.5% Trimmed −2%
EMBX Vaneck FDS 3.6% Added +41%
KOMP SPDR Series Trust 3.5% Held
MGNR American Beacon Select Funds 3.4% Added +7%
JQUA J P Morgan Exchange Traded F 3.1% Trimmed −6%
IJH iShares Tr 2.9% Added +8%
EDV Vanguard World Fd 2.9% Trimmed −31%
IVW iShares Tr 2.8% Trimmed −10%
What changed