Mid-American Wealth Advisory Group, Inc.
Annual return '25
+8.6%
SPY '25
+17.7%
Alpha
-9.2ptsvs SPY
Invested
$236.7M
Holdings
55
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HYS
PIMCO ETF TR
Q1 2026: Exited (was 2.1k shares)
13.3%
02
$TUA
SIMPLIFY EXCHANGE TRADED FUN
Q4 2025: Exited (was 1.10M shares)
10.5%
03
$IBHF
ISHARES TR
Q4 2025: Exited (was 655.0k shares)
9.2%
04
$SIXO
AIM ETF PRODUCTS TRUST
Held since at least Q1 2024
8.9%
05
$BILZ
PIMCO ETF TR
Q4 2025: Exited (was 111.2k shares)
5.5%
06
$SBAR
SIMPLIFY EXCHANGE TRADED FUN
Q4 2025: Exited (was 330.3k shares)
4.3%
07
$LTPZ
PIMCO ETF TR
Q4 2025: Exited (was 190.9k shares)
4.2%
08
$OCTW
AIM ETF PRODUCTS TRUST
Held since at least Q1 2024
3.6%
09
$QBER
ELEVATION SERIES TRUST
Q4 2025: Exited (was 319.2k shares)
3.4%
10
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 78.9k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:54 UTC.