SEC 13F Intelligence

Managers / Q3 2024 · view latest →

MIDLAND WEALTH ADVISORS, LLC

CIK 0001990058 · 1201 NETWORK CENTRE DRIVE, EFFINGHAM, IL, 62401 · 312-660-6516

Reported Value
$1.7B
Q3 2024
Positions
191
Filings on Record
10
2019–present window
Filed
Oct 23, 2024
original filing

Summary

Midland Wealth Advisors, Llc reported $1.7B in U.S.-listed holdings across 191 positions for Q3 2024.

Its largest position, Ishares Tr, represents 12.3% of the portfolio.

Compared with Q2 2024, the fund opened 16 new positions and exited 43.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $1.5BQ4 ’23Q1 ’24: $1.6BQ2 ’24: $1.7BQ2 ’24Q3 ’24: $1.7BQ4 ’24: $1.7BQ4 ’24Q1 ’25: $1.7BQ2 ’25: $1.8BQ2 ’25Q3 ’25: $1.9BQ4 ’25: $1.9BQ4 ’25Q1 ’26: $1.9Bfilingsflow.com

Portfolio Composition

By security type
ETP: 89.2%Common Stock: 10.6%Other: 0.2%
  • ETP · 89.2% · $1.5B
  • Common Stock · 10.6% · $181M
  • Other · 0.2% · $4M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.9B160May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.9B164Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.9B168Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.8B171Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.7B179Apr 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.7B189Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.7B191Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.7B218Aug 2, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.6B195May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.5B190Feb 14, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.