Joshua Frierdich
Mid-american Wealth Advisory Group, Inc.
Assets Managed
$276.591M
Holdings
66
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.85%(2Q avg: 8.43%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Mid-american Wealth Advisory Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 66 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 276.591M in assets, with a quarterly growth rate of 16.85% and a 2-quarter average growth rate of 8.43%. The portfolio is managed by Joshua Frierdich, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PAYM Ts S&p Autocal Dfns Inc Etf
| 16.46% | $45.507M 1.812M shares@ $25.12 avg price | New Position |
TUA Sim St Treas Fut Strat Etf
| 11.12% | $30.741M 1.505M shares@ $20.43 avg price | Increased 32.09% |
HYS Pimco 0-5 Year H Y Corp Bond
| 10.64% | $29.42M 314,582 shares@ $93.52 avg price | Decreased -5.09% |
SIXZ Allianzim Us 6m B10 May-nov
| 6.61% | $18.281M 579,884 shares@ $31.53 avg price | New Position |
BILZ Pimco Ultra Shrt Govt Active
| 6.49% | $17.933M 177,678 shares@ $100.93 avg price | Increased 38.58% |
PYLD Pimco Multisector Bond Actv
| 4.58% | $12.663M 477,497 shares@ $26.52 avg price | Increased 450.75% |
IBHF Ishares Ibond 2026 Hy & Inc
| 3.8% | $10.505M 463,778 shares@ $22.66 avg price | Decreased -50.58% |
LTPZ Pimco 15+ Yr Us Tips Indx
| 3.14% | $8.679M 171,345 shares@ $50.66 avg price | Decreased -10.81% |
BIL Spdr Bloomberg 1-3 Month T-b
| 2.99% | $8.269M 90,233 shares@ $91.65 avg price | Increased 9.65% |
MAYW Allianzim Us Lc Buffer20 May
| 2.71% | $7.476M 215,020 shares@ $34.77 avg price | New Position |
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