AiSiWhale

AI & tech investing

MIDLAND WEALTH ADVISORS, LLC

CIK 1990058

13F filing for Q2 2026・No. 1,571

Holdings
US$2.13B
Quarter change
+US$187.89M
Entries
160
Net bought (estimate)
+US$22.17M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 14
  • Sold out 14
  • Cut 91
  • Added 39
  • Corporate actions 2
  • Unchanged 16

Largest holdings

160 stocks worth US$2.13B, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFAddedUS$415.54M19.53%
MBBISHARES TRMBS ETFAddedUS$238.09M11.19%
JANUS DETROIT STR TRHENDRSON AAA CLAddedUS$185.23M8.70%
ISHARES TRCORE MSCI EAFEAddedUS$179.37M8.43%
VANGUARD WORLD FDEXTENDED DURAddedUS$105.74M4.97%
IEMGISHARES INCCORE MSCI EMKTAddedUS$100.83M4.74%
SPDR SERIES TRUSTSP KENSHO NEWECAddedUS$81.19M3.82%
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTRCutUS$70.37M3.31%
AMERICAN BEACON SELECT FUNDSGLG NAT RES ETFAddedUS$68.09M3.20%
ISHARES TRS&P 500 GRWT ETFCutUS$66.07M3.10%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.