Joshua Frierdich

Mid-american Wealth Advisory Group, Inc.

Assets Managed

$236.708M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 1d ago

Growth Rate

0%(2Q avg: 2.86%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mid-american Wealth Advisory Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Mid-american Wealth Advisory Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 236.708M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 2.86%. The portfolio is managed by Joshua Frierdich, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
HYS Pimco 0-5 Year H Y Corp Bond Recent Activity	13.28%	$31.431M 331,479 shares@ $94.83 avg price
TUA Sim St Treas Fut Strat Etf Recent Activity	10.55%	$24.957M 1.139M shares@ $21.91 avg price
IBHF Ishares Ibond 2026 Hy & Inc Recent Activity	9.16%	$21.659M 938,450 shares@ $23.09 avg price
SIXO Allianzim Us 6m Bf10 Apr-oct Recent Activity	8.91%	$21.07M 606,671 shares@ $34.74 avg price
BILZ Pimco Ultra Shrt Govt Active Recent Activity	5.46%	$12.92M 128,222 shares@ $100.77 avg price
SBAR Simplify Barrier Income Etf Recent Activity	4.32%	$10.22M 390,670 shares@ $26.16 avg price
LTPZ Pimco 15+ Yr Us Tips Indx Recent Activity	4.21%	$9.942M 192,125 shares@ $51.75 avg price
OCTW Allianzim Us Lc Buffer20 Oct Recent Activity	3.57%	$8.442M 216,453 shares@ $39.0 avg price
QBER Trueshares Quartly B Hdg Etf Recent Activity	3.42%	$8.085M 337,316 shares@ $23.97 avg price
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity	3.18%	$7.52M 82,293 shares@ $91.39 avg price

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