Midwest Capital Advisors, LLC

Grand Rapids, MI · CIK 2026480 · 13F filing filed 2026-07-28

SEC-registered investment adviser since 2014 · limited liability company

Assets managed$1.4bn
Staff11 · 8 in investment roles
Main clients (by assets)Pension plans 62%, High net worth individuals 21%, State and local governments 11%
Form ADV · 2026-05-15SEC adviser record

Kindinstitutions
Others nearbyGrand Rapids, MI

$246.2m reported value +15.0% vs Q1 2026

210positions

70.4%in top 10

30 new 33 added 37 reduced 19 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,739,571	$58.9m23.91%	23.91%	Added +448.2k	+448,234 34.7%
2	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	745,014	$27.3m11.08%	11.08%	Added +72.5k	+72,487 10.8%
3	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	345,752	$23.5m9.55%	9.55%	Added +14.1k	+14,149 4.3%
4	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	234,379	$12.4m5.02%	5.02%	Reduced -42.1k	-42,082 -15.2%
5	ISHARES TR US TREAS BD ETF GOVT	GOVT	513,973	$11.7m4.76%	4.76%	Added +352.2k	+352,221 217.8%
6	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	206,524	$10.5m4.27%	4.27%	Added +41.9k	+41,860 25.4%
7	ISHARES TR MSCI USA MMENTM MTUM	MTUM	24,450	$8.4m3.40%	3.40%	Reduced -15.3k	-15,273 -38.5%
8	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	127,758	$7.6m3.10%	3.10%	Added +31.6k	+31,638 32.9%
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	80,141	$6.6m2.70%	2.70%	New
10	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	149,446	$6.4m2.62%	2.62%	Reduced -68.6k	-68,568 -31.4%
11	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	119,864	$6.1m2.46%	2.46%	Added +8.3k	+8,290 7.4%
12	SPDR SER TR PORT MTG BK ETF SPMB	SPMB	268,183	$6.0m2.43%	2.43%	Added +57.3k	+57,274 27.2%
13	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	194,132	$5.4m2.21%	2.21%	New
14	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	107,574	$5.2m2.12%	2.12%	Reduced -15.7k	-15,700 -12.7%
15	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	82,291	$4.3m1.75%	1.75%	Added +5.1k	+5,105 6.6%
16	ISHARES GOLD TR ISHARES NEW IAU	IAU	44,307	$3.3m1.36%	1.36%	Reduced -3.0k	-2,956 -6.2%
17	VANGUARD INDEX FDS VALUE ETF VTV	VTV	14,012	$3.1m1.24%	1.24%	Reduced -388	-388 -2.7%
18	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	58,167	$3.0m1.22%	1.22%	Reduced -197.0k	-197,002 -77.2%
19	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	103,954	$3.0m1.22%	1.22%	Added +1.0k	+1,043 1.0%
20	ISHARES TR SYSTEMATIC BD ET SYSB	SYSB	28,356	$2.5m1.02%	1.02%	Added +3.3k	+3,258 13.0%
21	ISHARES TR EAFE GRWTH ETF EFG	EFG	18,487	$2.3m0.93%	0.93%	Reduced -15.0k	-14,971 -44.8%
22	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	24,568	$1.8m0.71%	0.71%	Reduced -188	-188 -0.8%
23	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	7,569	$1.7m0.67%	0.67%	Reduced -51.7k	-51,671 -87.2%
24	BLACKROCK ETF TRUST ISHARES INTL DIV BIDD	BIDD	47,494	$1.4m0.58%	0.58%	Reduced -1.9k	-1,926 -3.9%
25	NVIDIA CORPORATION COM NVDA	NVDA	6,320	$1.3m0.51%	0.51%	Added +80	+80 1.3%
26	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,776	$1.2m0.50%	0.50%	Added +79	+79 4.7%
27	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,499	$1.1m0.45%	0.45%	Added +2	+2 0.1%
28	ISHARES TR EAFE VALUE ETF EFV	EFV	13,773	$1.1m0.43%	0.43%	Reduced -61.9k	-61,857 -81.8%
29	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	9,194	$939.3k0.38%	0.38%	Added +8.9k	+8,894 2964.7%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	1,160	$868.6k0.35%	0.35%	Added +3	+3 0.3%
31	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	23,472	$865.4k0.35%	0.35%	Added +35	+35 0.1%
32	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,248	$859.3k0.35%	0.35%	Unchanged
33	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	20,707	$842.2k0.34%	0.34%	Added +566	+566 2.8%
34	ISHARES TR RUS MD CP GR ETF IWP	IWP	4,844	$709.2k0.29%	0.29%	Reduced -1.1k	-1,118 -18.8%
35	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,118	$613.1k0.25%	0.25%	Reduced -220	-220 -3.0%
36	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	19,579	$489.3k0.20%	0.20%	Added +214	+214 1.1%
37	ISHARES INC MSCI EMRG CHN EMXC	EMXC	4,534	$463.9k0.19%	0.19%	Reduced -634	-634 -12.3%
38	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,252	$463.3k0.19%	0.19%	Added +25	+25 2.0%
39	MICRON TECHNOLOGY INC COM MU	MU	389	$449.0k0.18%	0.18%	Unchanged
40	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,898	$429.7k0.17%	0.17%	Reduced -18	-18 -0.6%
41	ISHARES TR CONV BD ETF ICVT	ICVT	3,252	$395.9k0.16%	0.16%	Reduced -7.4k	-7,399 -69.5%
42	DTE ENERGY CO COM DTE	DTE	2,467	$375.9k0.15%	0.15%	Unchanged
43	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	4,194	$358.6k0.15%	0.15%	Added +62	+62 1.5%
44	BROADCOM INC COM AVGO	AVGO	948	$358.1k0.15%	0.15%	Added +15	+15 1.6%
45	EA SERIES TRUST ALPHA ARCHITECT AAEQ	AAEQ	6,605	$351.3k0.14%	0.14%	Unchanged
46	STRYKER CORPORATION COM SYK	SYK	1,052	$331.3k0.13%	0.13%	Unchanged
47	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	13,682	$316.5k0.13%	0.13%	Reduced -7.3k	-7,300 -34.8%
48	ISHARES TR 10-20 YR TRS ETF TLH	TLH	2,841	$285.1k0.12%	0.12%	Reduced -19.9k	-19,866 -87.5%
49	ISHARES TR U.S. TECH ETF IYW	IYW	1,129	$284.7k0.12%	0.12%	Reduced -104	-104 -8.4%
50	ELI LILLY & CO COM LLY	LLY	236	$283.6k0.12%	0.12%	Unchanged
51	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,212	$258.8k0.11%	0.11%	Unchanged
52	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	8,014	$254.1k0.10%	0.10%	Unchanged
53	APPLE INC COM AAPL	AAPL	876	$253.6k0.10%	0.10%	Added +102	+102 13.2%
54	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	10,544	$244.1k0.10%	0.10%	Added +120	+120 1.1%
55	COSTCO WHSL CORP NEW COM COST	COST	258	$241.3k0.10%	0.10%	Unchanged
56	MICROSOFT CORP COM MSFT	MSFT	636	$237.2k0.10%	0.10%	Added +214	+214 50.7%
57	ADVANCED MICRO DEVICES INC COM AMD	AMD	405	$235.3k0.10%	0.10%	Unchanged
58	WISDOMTREE TR US MIDCAP DIVID DON	DON	4,110	$232.3k0.09%	0.09%	Reduced -5	-5 -0.1%
59	DT MIDSTREAM INC COMMON STOCK DTM	DTM	1,576	$231.3k0.09%	0.09%	Unchanged
60	ALPHABET INC CAP STK CL A GOOGL	GOOGL	554	$197.8k0.08%	0.08%	Unchanged
61	ISHARES TR S&P MC 400GR ETF IJK	IJK	1,632	$191.8k0.08%	0.08%	Reduced -540	-540 -24.9%
62	ISHARES TR CORE US AGGBD ET AGG	AGG	1,741	$172.3k0.07%	0.07%	Reduced -266	-266 -13.2%
63	AMAZON COM INC COM AMZN	AMZN	702	$167.3k0.07%	0.07%	Unchanged
64	LAM RESEARCH CORP COM NEW LRCX	LRCX	380	$164.7k0.07%	0.07%	Unchanged
65	ALPHABET INC CAP STK CL C GOOG	GOOG	441	$155.8k0.06%	0.06%	Unchanged
66	ISHARES TR RUS MDCP VAL ETF IWS	IWS	913	$150.3k0.06%	0.06%	Unchanged
67	TIMOTHY PLAN US LRGMD CP CORE TPLC	TPLC	2,890	$145.5k0.06%	0.06%	Added +7	+7 0.2%
68	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	197	$145.2k0.06%	0.06%	Added +35	+35 21.6%
69	ISHARES TR US INFRASTRUC IFRA	IFRA	2,141	$135.0k0.05%	0.05%	Reduced -5	-5 -0.2%
70	CATERPILLAR INC COM CAT	CAT	125	$133.6k0.05%	0.05%	Unchanged
71	CONSOLIDATED EDISON INC COM ED	ED	1,185	$131.1k0.05%	0.05%	Unchanged
72	JPMORGAN CHASE & CO COM JPM	JPM	325	$106.5k0.04%	0.04%	Unchanged
73	ISHARES TR CORE S&P MCP ETF IJH	IJH	1,370	$105.7k0.04%	0.04%	Reduced -871	-871 -38.9%
74	WALMART INC COM WMT	WMT	903	$102.3k0.04%	0.04%	Unchanged
75	ISHARES TR MSCI EAFE ETF EFA	EFA	902	$93.7k0.04%	0.04%	Unchanged
76	KLA CORP COM NEW KLAC	KLAC	310	$93.5k0.04%	0.04%	Unchanged
77	TIMOTHY PLAN U S SM CP CORE TPSC	TPSC	1,889	$90.6k0.04%	0.04%	Added +6	+6 0.3%
78	CALAMOS ETF TR AUTOCALLABLE INC CAIE	CAIE	3,311	$90.1k0.04%	0.04%	New
79	JOHNSON & JOHNSON COM JNJ	JNJ	348	$88.4k0.04%	0.04%	Unchanged
80	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	432	$85.4k0.03%	0.03%	Unchanged
81	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	312	$84.8k0.03%	0.03%	Unchanged
82	MARVELL TECHNOLOGY INC COM MRVL	MRVL	277	$82.6k0.03%	0.03%	Unchanged
83	ISHARES TR S&P 100 ETF OEF	OEF	222	$81.1k0.03%	0.03%	Reduced -767	-767 -77.5%
84	WASTE MGMT INC DEL COM WM	WM	363	$80.9k0.03%	0.03%	Reduced -1	-1 -0.3%
85	PACER FDS TR TRENDPILOT 100 PTNQ	PTNQ	858	$76.1k0.03%	0.03%	Unchanged
86	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	1,556	$75.1k0.03%	0.03%	Unchanged
87	TJX COS INC NEW COM TJX	TJX	491	$74.3k0.03%	0.03%	Reduced -28	-28 -5.4%
88	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	1,398	$67.3k0.03%	0.03%	Unchanged
89	DEERE & CO COM DE	DE	106	$67.2k0.03%	0.03%	Unchanged
90	UNION PAC CORP COM UNP	UNP	237	$64.5k0.03%	0.03%	Unchanged
91	BOOKING HOLDINGS INC COM BKNG	BKNG	325	$57.9k0.02%	0.02%	Unchanged
92	NEXTERA ENERGY INC COM NEE	NEE	618	$54.2k0.02%	0.02%	Unchanged
93	ROYAL BK CDA COM RY	RY	250	$51.7k0.02%	0.02%	Unchanged
94	PROCTER AND GAMBLE CO COM PG	PG	348	$51.0k0.02%	0.02%	Reduced -150	-150 -30.1%
95	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	101	$50.2k0.02%	0.02%	Unchanged
96	FIFTH THIRD BANCORP COM FITB	FITB	889	$50.1k0.02%	0.02%	Added +100	+100 12.7%
97	MERCK & CO INC COM MRK	MRK	373	$47.9k0.02%	0.02%	Reduced -188	-188 -33.5%
98	MARTIN MARIETTA MATLS INC COM MLM	MLM	82	$47.5k0.02%	0.02%	Unchanged
99	AMERICAN ELEC PWR CO INC COM AEP	AEP	345	$47.2k0.02%	0.02%	Unchanged
100	DUKE ENERGY CORP NEW COM NEW DUK	DUK	370	$46.9k0.02%	0.02%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD BD INDEX FDS BSV	BSV	5,923	$464.4k5.9k shares
J P MORGAN EXCHANGE TRADED F JEPI	JEPI	2,535	$143.7k2.5k shares
SPDR SERIES TRUST SPYG	SPYG	716	$70.1k716 shares
HONEYWELL INTL INC		102	$46.3k102 shares
TEVA PHARMACEUTICAL INDS LTD		800	$24.1k800 shares
VANECK ETF TRUST NLR	NLR	155	$20.6k155 shares
SMUCKER J M CO SJM	SJM	100	$9.6k100 shares
GENERAL MLS INC GIS	GIS	210	$7.8k210 shares
WILLIAMS COS INC WMB	WMB	56	$4.1k56 shares
ISHARES TR IJJ	IJJ	30	$4.0k30 shares
CARNIVAL CORP		117	$3.0k117 shares
FLAGSTAR FINANCIAL INC FLG	FLG	133	$1.8k133 shares
T-MOBILE US INC TMUS	TMUS	3	$6303 shares
DEVON ENERGY CORP NEW DVN	DVN	9	$4539 shares
SPDR SER TR SPAB	SPAB	5	$1355 shares
ISHARES TR SUB	SUB	1	$1081 shares
LUMEN TECHNOLOGIES INC LUMN	LUMN	8	$568 shares
UNISYS CORP UIS	UIS	17	$3517 shares
GOOD TIMES RESTAURANTS INC GTIM	GTIM	13	$1513 shares