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| Happy Holidays!! thanks for using AUM13F!! |
| Midwest Financial Group LLC
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| CRD # | 175288 |
| SEC # | 801-81177 |
| CIK # | 0001967193, 0002077080, 0001278178 |
| AUM | $477.8 M (2025-02-07) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 913-696-0041 |
| Address | 7400 W 130th Street, Suite 100 Overland Park, KS 66213 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001967193 0002077080 0001278178 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.5 | ||
| Advanced Micro Devices Inc | 5.9 | ||
| Microsoft Corp | 4.7 | ||
| Micron Technology Inc | 2.8 | ||
| Oneok Inc /New/ | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 694 | 109.7 |
| (b) Individuals (high net worth individuals) | 225 | 360.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 6.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,328 | 477.8 |
| By Discretionary | ||
| Discretionary | 2,227 | 471.2 |
| Non-Discretionary | 101 | 6.6 |
| Total | 2,328 | 477.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.8 | |
| Total | 2,328 | 477.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001278178] | |
| 13F-HR | [0001967193] | |
| 13F-HR | [0002077080] |
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|---|---|---|
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FFG Partners LLC
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Legacy Wealth Management LLC
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ID | 0.5 |
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Monarch Capital Management Inc
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Bigelow Investment Advisors LLC
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