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Jim Cullen

Midwestern Financial, Llc Ia

Assets Managed
$127.12M
Holdings
54
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
5.17%(2Q avg: 4.47%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Midwestern Financial, Llc Ia's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Midwestern Financial, Llc Ia over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 127.12M in assets, with a quarterly growth rate of 5.17% and a 2-quarter average growth rate of 4.47%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 18.65%
10.22%
$12.981M
19,960 shares@ $650.35 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 18.02%
7.7%
$9.785M
98,565 shares@ $99.27 avg price
FLV
American Century Focused Lar
Recent Activity
Increased 10.23%
7.44%
$9.447M
123,191 shares@ $76.69 avg price
ACWX
Ishares Msci Acwi Ex Us Etf
Recent Activity
Increased 18.58%
6.5%
$8.261M
120,651 shares@ $68.47 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 7.17%
5.32%
$6.755M
83,826 shares@ $80.58 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 7.91%
5.31%
$6.743M
79,477 shares@ $84.84 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 33.4%
4.36%
$5.542M
109,507 shares@ $50.62 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -19.9%
3.89%
$4.945M
25,204 shares@ $196.2 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.06%
3.56%
$4.525M
180,295 shares@ $25.11 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -15.84%
2.79%
$3.541M
11,039 shares@ $320.8 avg price

1-10 of 54