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Latest Mid-American Wealth Advisory Group, Inc. Stock Portfolio

$286Million | No. of Holdings #74

Mid-American Wealth Advisory Group, Inc. Performance

2026 Q3-1.01%
YTD-0.42%
2025+2.58%

About Mid-American Wealth Advisory Group, Inc. and 13F Hedge Fund Stock Holdings

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mid-American Wealth Advisory Group, Inc. reported an equity portfolio of $286.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Mid-American Wealth Advisory Group, Inc. are , BOND, AGGH. The fund has invested 17% of it's portfolio in ELEVATION SERIES TRUST and 9.8% of portfolio in PIMCO ETF TR. <br><br> The fund managers got completely rid off CISCO SYS INC (CSCO) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, PIMCO ETF TR (BOND) and ISHARES TR (DMXF). Mid-American Wealth Advisory Group, Inc. opened new stock positions in VISA INC (V), SCHWAB STRATEGIC TR (FNDA) and EXXONMOBIL HOLDINGS CORP. The fund showed a lot of confidence in some stocks as they added substantially to INTEL CORP (INTC), LAM RESEARCH CORP (LRCX) and NEOS ETF TRUST (KOCG).
Mid-American Wealth Advisory Group, Inc. Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$286Million
  as of Oct 21, 2026

Mid-American Wealth Advisory Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Mid-American Wealth Advisory Group, Inc. made a return of -1.01% in the last quarter. In trailing 12 months, it's portfolio return was -0.81%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
visa inc321,895
schwab strategic tr313,273
exxonmobil holdings corp300,227
spdr series trust288,102
schwab strategic tr283,689
ishares bitcoin trust etf225,102
invesco qqq tr214,362
jpmorgan chase & co213,733
New stocks bought by Mid-American Wealth Advisory Group, Inc.

Additions

Ticker% Inc.
intel corp69.97
lam research corp44.03
neos etf trust43.91
tiziana life sciences ltd38.8
texas instrs inc36.01
applied matls inc28.79
schwab strategic tr25.43
innovator etfs trust24.63
Additions to existing portfolio by Mid-American Wealth Advisory Group, Inc.

Reductions

Ticker% Reduced
berkshire hathaway inc del-36.2
pimco etf tr-8.86
ishares tr-8.73
simplify exchange traded fun-8.72
ishares tr-8.35
spdr series trust-7.29
vanguard specialized funds-6.77
aim etf products trust-5.64
Mid-American Wealth Advisory Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
cisco sys inc-203,868
Mid-American Wealth Advisory Group, Inc. got rid off the above stocks

Sector Distribution

Mid-American Wealth Advisory Group, Inc. has about 90.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
Sector%
Others90.2
Technology3.8
Communication Services1.9
Consumer Cyclical1.5
Healthcare1.2
Consumer Defensive1.1

Market Cap. Distribution

Mid-American Wealth Advisory Group, Inc. has about 9.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.2
MEGA-CAP6.2
LARGE-CAP3.6

Stocks belong to which Index?

About 9.5% of the stocks held by Mid-American Wealth Advisory Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others90.5
S&P 5009.5
Top 5 Winners (%)%
AGGH
simplify exchange traded fun
72.3 %
PLTR
palantir technologies inc
54.0 %
MSFT
microsoft corp
35.5 %
META
meta platforms inc
25.8 %
AAPL
apple inc
14.0 %
Top 5 Winners ($)$
NVDA
nvidia corporation
0.6 M
AGGH
simplify exchange traded fun
0.5 M
elevation series trust
0.5 M
AZAA
aim etf products trust
0.5 M
MSFT
microsoft corp
0.3 M
Top 5 Losers (%)%
AMAT
applied matls inc
-26.9 %
LRCX
lam research corp
-21.3 %
BOND
pimco etf tr
-15.6 %
TSLA
tesla inc
-14.5 %
AGGH
simplify exchange traded fun
-13.7 %
Top 5 Losers ($)$
AGGH
simplify exchange traded fun
-2.1 M
BOND
pimco etf tr
-0.9 M
BOND
pimco etf tr
-0.9 M
BOND
pimco etf tr
-0.6 M
BOND
pimco etf tr
-0.5 M

Mid-American Wealth Advisory Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mid-American Wealth Advisory Group, Inc.

Mid-American Wealth Advisory Group, Inc. has 74 stocks in it's portfolio. About 65.8% of the portfolio is in top 10 stocks. AGGH proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Mid-American Wealth Advisory Group, Inc. last quarter.

$286.59MTotal Value
75.00Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Mid-American Wealth Advisory Group, Inc., last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Mid-American Wealth Advisory Group, Inc.'s holding in Simplify Exchange Traded Fun over time
9.69%1,458,470
$27.77M
9.69%
decreased 3.09 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Mid-American Wealth Advisory Group, Inc.'s holding in Simplify Exchange Traded Fun over time
0.69%181,232
$1.98M
0.69%
decreased 8.72 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Mid-American Wealth Advisory Group, Inc.'s holding in Simplify Exchange Traded Fun over time
0.44%84,042
$1.26M
0.44%
increased 14.45 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Mid-American Wealth Advisory Group, Inc.'s holding in Simplify Exchange Traded Fun over time
0.13%14,819
$375.7K
0.13%
increased 1.93 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Mid-American Wealth Advisory Group, Inc.'s holding in First Tr Exchange Traded Fd over time
0.43%10,984
$1.24M
0.43%
increased 22.93 percentadded
AZAA
Aim Etf Products Trust

Aim Etf Products Trust

AZAA
Mid-American Wealth Advisory Group, Inc.'s holding in Aim Etf Products Trust over time
6.18%547,177
$17.70M
6.18%
decreased 5.64 percentreduced
AZAA
Aim Etf Products Trust

Aim Etf Products Trust

AZAA
Mid-American Wealth Advisory Group, Inc.'s holding in Aim Etf Products Trust over time
2.59%209,019
$7.43M
2.59%
decreased 2.79 percentreduced
AZAA
Aim Etf Products Trust

Aim Etf Products Trust

AZAA
Mid-American Wealth Advisory Group, Inc.'s holding in Aim Etf Products Trust over time
0.13%10,271
$376.2K
0.13%
increased 23.32 percentadded
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Mid-American Wealth Advisory Group, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
1.5%14,121
$4.30M
1.5%
increased 21.8 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Mid-American Wealth Advisory Group, Inc.'s holding in Innovator Etfs Trust over time
0.45%20,121
$1.30M
0.45%
increased 21.75 percentadded
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Mid-American Wealth Advisory Group, Inc.'s holding in First Tr Exchange-Traded Fd over time
0.48%66,758
$1.37M
0.48%
increased 11.77 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Mid-American Wealth Advisory Group, Inc.'s holding in Spdr Series Trust over time
2.67%83,652
$7.67M
2.67%
decreased 7.29 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Mid-American Wealth Advisory Group, Inc.'s holding in Spdr Series Trust over time
0.1%3,210
$288.1K
0.1%
new position
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Mid-American Wealth Advisory Group, Inc.'s holding in Pimco Etf Tr over time
9.78%309,776
$28.03M
9.78%
decreased 1.53 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Mid-American Wealth Advisory Group, Inc.'s holding in Pimco Etf Tr over time
6.89%195,723
$19.75M
6.89%
increased 10.16 percentadded