Midland Wealth Advisors, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.94B
Q ending 2026-03-31
Prior quarter
$1.92B
Q ending 2025-12-31
Change
+1.0% QoQ · +14.2% YoY
Positions
160
reported holdings

Largest positions

Top 100 of 160 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrIVVShares$358.0M548K
Ishares TrMBBShares$234.9M2.5M
Janus Detroit Str TrJAAAShares$180.0M3.6M
Ishares TrIEFAShares$167.2M1.8M
Vanguard World FdEDVShares$93.7M1.4M
Ishares IncIEMGShares$83.6M1.2M
American Beacon Select FundsMGNRShares$68.9M1.3M
Spdr Series TrustKOMPShares$65.3M1.1M
J P Morgan Exchange Traded FJQUAShares$60.5M987K
Ishares TrIVWShares$56.9M503K
Ishares TrIJHShares$52.5M777K
Vaneck FdsEMBXShares$52.0M1.0M
Vanguard Index FdsVTVShares$51.0M260K
Spdr Series TrustSPSMShares$46.6M964K
Ishares TrIJKShares$41.5M412K
Bluerock Pvt Real Estate FdBPREShares$41.5M2.5M
Ishares TrIJJShares$38.0M287K
Vanguard Scottsdale FdsVGITShares$20.7M347K
Nucor CorpNUEShares$17.9M106K
Apple IncAAPLShares$13.4M53K
Angel Oak Funds TrustUYLDShares$12.8M250K
Microsoft CorpMSFTShares$8.9M24K
Listed Fds TrMAGSShares$8.1M140K
Vanguard Index FdsVOOShares$7.7M13K
Sherwin Williams CoSHWShares$7.0M22K
Exxon Mobil CorpXOMShares$6.5M38K
Vanguard Index FdsVTIShares$6.4M20K
Ishares TrIGMShares$6.3M53K
Jpmorgan Chase & CoJPMShares$5.7M19K
Woodward IncWWDShares$5.7M16K
J P Morgan Exchange Traded FJPSTShares$4.3M85K
State Str Spdr S&P 500 Etf TSPYShares$4.2M6K
Alphabet IncGOOGLShares$3.6M12K
Walmart IncWMTShares$3.4M28K
Nvidia CorporationNVDAShares$3.0M17K
Abbvie IncABBVShares$2.8M13K
Mcdonalds CorpMCDShares$2.7M9K
Johnson & JohnsonJNJShares$2.5M10K
Chevron CorporationCVXShares$2.4M12K
First Tr Exchange-Traded FdQTECShares$2.0M9K
Caterpillar IncCATShares$2.0M3K
Wisdomtree TrDONShares$2.0M37K
Oracle CorpORCLShares$1.9M13K
Schwab Strategic TrFNDXShares$1.8M64K
Alphabet IncGOOGShares$1.7M6K
Vanguard Tax-Managed FdsVEAShares$1.7M27K
Amazon Com IncAMZNShares$1.7M8K
Invesco Qqq TrQQQShares$1.7M3K
Ishares TrEFAShares$1.6M17K
Ishares TrIWFShares$1.6M4K
International Business MachsIBMShares$1.6M7K
Costco Wholesale CorporationCOSTShares$1.6M2K
Wec Energy Group IncWECShares$1.6M14K
Ishares TrIJRShares$1.6M13K
Eli Lilly & CoLLYShares$1.6M2K
Procter & Gamble CoPGShares$1.6M11K
Ishares TrACWXShares$1.6M23K
Rtx CorporationRTXShares$1.6M8K
Home Depot IncHDShares$1.5M5K
Tjx Cos Inc NewTJXShares$1.5M9K
Meta Platforms IncMETAShares$1.5M3K
Vanguard Intl Equity Index FVEUShares$1.4M19K
Blackrock IncBLKShares$1.4M1K
Cisco Sys IncCSCOShares$1.4M18K
Vanguard Whitehall FdsVYMShares$1.4M9K
Broadcom IncAVGOShares$1.3M4K
Ishares TrIVEShares$1.3M6K
Abbott LaboratoriesABTShares$1.3M12K
Berkshire Hathaway Inc DelBRK/BShares$1.2M2K
Pepsico IncPEPShares$1.2M8K
Advanced Micro Devices IncAMDShares$1.1M5K
Pulte Group IncPHMShares$955K8K
Vanguard Index FdsVOShares$924K3K
Ishares TrIWRShares$924K10K
Select Sector Spdr TrXLKShares$862K6K
Elbit Sys LtdShares$849K1K
Constellation Energy CorpCEGShares$829K3K
Vanguard Index FdsVBShares$823K3K
Tesla IncTSLAShares$794K2K
Coca Cola CoKOShares$782K10K
Visa IncVShares$767K3K
Honeywell Intl IncHONGBPShares$756K3K
Texas Instrs IncTXNShares$752K4K
Illinois Tool Wks IncITWShares$705K3K
Lowes Cos IncLOWShares$704K3K
Ge AerospaceGEShares$701K2K
Dimensional Etf TrustDFUSShares$683K10K
Mastercard IncorporatedMAShares$676K1K
Mckesson CorpMCKShares$668K772
Amgen IncAMGNShares$667K2K
Hca Healthcare IncHCAShares$652K1K
Pacer Fds TrCOWZShares$638K10K
Micron Technology IncMUShares$632K2K
Disney Walt CoDISShares$626K6K
Merck & Co IncMRKShares$626K5K
American Express CoAXPShares$621K2K
Dimensional Etf TrustDFUVShares$605K12K
Emerson Elec CoEMRShares$595K5K
Ishares TrIJTShares$588K4K
Colgate Palmolive CoCLShares$583K7K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.