MID-AMERICAN WEALTH ADVISORY GROUP, INC.

Filed: 4/9/2025ACC: 0001911264-25-000003

📋 What this filing means

MID-AMERICAN WEALTH ADVISORY GROUP, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $186.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$186.41M

Total AUM (reported)

5.17M

Total Shares

Allocation by class

0-5 HIGH YIELD$29.16M15.6%

COM$22.20M11.9%

SHORT TERM TREA$21.51M11.5%

IBONDS 25 TRM HG$17.29M9.3%

IBONDS 2026 TERM$10.17M5.5%

US LRGCP B20 NOV$8.62M4.6%

ULTRA SHORT GOVT$7.63M4.1%

Portfolio Concentration

Top 3$67.96M36.5%

4–10$53.12M28.5%

11–25$52.30M28.1%

Rest$13.03M7.0%

Top 3 weight

36.5%

Top 10 weight

65.0%

Voting Authority Distribution

Total shares with voting rights: 5.17M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.17M

% of voting shares100.0%

Investment Discretion (by position count)

Sole48

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings48

Rows:

PIMCO ETF TR

SOLE

0-5 HIGH YIELD

Shares311.33K

TypeSH

Market value$29.16M

15.64%

Sole

0.00

Shared

0.00

None

311.33K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares979.04K

TypeSH

Market value$21.51M

11.54%

Sole

0.00

Shared

0.00

None

979.04K

ISHARES TR

SOLE

IBONDS 25 TRM HG

Shares744.16K

TypeSH

Market value$17.29M

9.28%

Sole

0.00

Shared

0.00

None

744.16K

ISHARES TR

SOLE

IBONDS 2026 TERM

Shares438.19K

TypeSH

Market value$10.17M

5.46%

Sole

0.00

Shared

0.00

None

438.19K

AIM ETF PRODUCTS TRUST

SOLE

US LRGCP B20 NOV

Shares281.59K

TypeSH

Market value$8.62M

4.62%

Sole

0.00

Shared

0.00

None

281.59K

PIMCO ETF TR

SOLE

ULTRA SHORT GOVT

Shares75.38K

TypeSH

Market value$7.63M

4.09%

Sole

0.00

Shared

0.00

None

75.38K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM U S LR

Shares272.72K

TypeSH

Market value$7.38M

3.96%

Sole

0.00

Shared

0.00

None

272.72K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares76.63K

TypeSH

Market value$7.03M

3.77%

Sole

0.00

Shared

0.00

None

76.63K

PIMCO ETF TR

SOLE

15+ YR US TIPS

Shares115.83K

TypeSH

Market value$6.35M

3.41%

Sole

0.00

Shared

0.00

None

115.83K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM U S EQ

Shares210.99K

TypeSH

Market value$5.93M

3.18%

Sole

0.00

Shared

0.00

None

210.99K

AIM ETF PRODUCTS TRUST

SOLE

US LRGCP B20 OCT

Shares132.55K

TypeSH

Market value$4.66M

2.50%

Sole

0.00

Shared

0.00

None

132.55K

LISTED FD TR

SOLE

TRUESHARES STRCT

Shares108.09K

TypeSH

Market value$4.34M

2.33%

Sole

0.00

Shared

0.00

None

108.09K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares92.86K

TypeSH

Market value$4.21M

2.26%

Sole

0.00

Shared

0.00

None

92.86K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares21.44K

TypeSH

Market value$4.16M

2.23%

Sole

0.00

Shared

0.00

None

21.44K

ELEVATION SERIES TRUST

SOLE

TRUESHARES QUART

Shares166.71K

TypeSH

Market value$4.13M

2.22%

Sole

0.00

Shared

0.00

None

166.71K

BRISTOL-MYERS SQUIBB CO

SOLE

COM

Shares66.87K

TypeSH

Market value$4.08M

2.19%

Sole

0.00

Shared

0.00

None

66.87K

CISCO SYS INC

SOLE

COM

Shares65.25K

TypeSH

Market value$4.03M

2.16%

Sole

0.00

Shared

0.00

None

65.25K

PIMCO ETF TR

SOLE

25YR+ ZERO U S

Shares47.50K

TypeSH

Market value$3.40M

1.83%

Sole

0.00

Shared

0.00

None

47.50K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

INTMD TERM TRSRY

Shares254.17K

TypeSH

Market value$3.36M

1.80%

Sole

0.00

Shared

0.00

None

254.17K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

HIGH YIELD ETF

Shares129.90K

TypeSH

Market value$2.98M

1.60%

Sole

0.00

Shared

0.00

None

129.90K

PIMCO ETF TR

SOLE

SR LN ACTIVE ETF

Shares58.07K

TypeSH

Market value$2.93M

1.57%

Sole

0.00

Shared

0.00

None

58.07K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

ENHANCED INM ETF

Shares133.21K

TypeSH

Market value$2.92M

1.57%

Sole

0.00

Shared

0.00

None

133.21K

APPLE INC

SOLE

COM

Shares12.51K

TypeSH

Market value$2.78M

1.49%

Sole

0.00

Shared

0.00

None

12.51K

ELEVATION SERIES TRUST

SOLE

TRUSHARES BULL

Shares89.74K

TypeSH

Market value$2.23M

1.20%

Sole

0.00

Shared

0.00

None

89.74K

COCA COLA CO

SOLE

COM

Shares29.29K

TypeSH

Market value$2.10M

1.13%

Sole

0.00

Shared

0.00

None

29.29K

Issuer	Class	Shares	Type	Value / Portfolio %	None
PIMCO ETF TRSOLE	0-5 HIGH YIELD	311.33K	SH	$29.16M 15.64%	311.33K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	979.04K	SH	$21.51M 11.54%	979.04K
ISHARES TRSOLE	IBONDS 25 TRM HG	744.16K	SH	$17.29M 9.28%	744.16K
ISHARES TRSOLE	IBONDS 2026 TERM	438.19K	SH	$10.17M 5.46%	438.19K
AIM ETF PRODUCTS TRUSTSOLE	US LRGCP B20 NOV	281.59K	SH	$8.62M 4.62%	281.59K
PIMCO ETF TRSOLE	ULTRA SHORT GOVT	75.38K	SH	$7.63M 4.09%	75.38K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM U S LR	272.72K	SH	$7.38M 3.96%	272.72K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	76.63K	SH	$7.03M 3.77%	76.63K
PIMCO ETF TRSOLE	15+ YR US TIPS	115.83K	SH	$6.35M 3.41%	115.83K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM U S EQ	210.99K	SH	$5.93M 3.18%	210.99K
AIM ETF PRODUCTS TRUSTSOLE	US LRGCP B20 OCT	132.55K	SH	$4.66M 2.50%	132.55K
LISTED FD TRSOLE	TRUESHARES STRCT	108.09K	SH	$4.34M 2.33%	108.09K
VERIZON COMMUNICATIONS INCSOLE	COM	92.86K	SH	$4.21M 2.26%	92.86K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	21.44K	SH	$4.16M 2.23%	21.44K
ELEVATION SERIES TRUSTSOLE	TRUESHARES QUART	166.71K	SH	$4.13M 2.22%	166.71K
BRISTOL-MYERS SQUIBB COSOLE	COM	66.87K	SH	$4.08M 2.19%	66.87K
CISCO SYS INCSOLE	COM	65.25K	SH	$4.03M 2.16%	65.25K
PIMCO ETF TRSOLE	25YR+ ZERO U S	47.50K	SH	$3.40M 1.83%	47.50K
SIMPLIFY EXCHANGE TRADED FUNSOLE	INTMD TERM TRSRY	254.17K	SH	$3.36M 1.80%	254.17K
SIMPLIFY EXCHANGE TRADED FUNSOLE	HIGH YIELD ETF	129.90K	SH	$2.98M 1.60%	129.90K
PIMCO ETF TRSOLE	SR LN ACTIVE ETF	58.07K	SH	$2.93M 1.57%	58.07K
SIMPLIFY EXCHANGE TRADED FUNSOLE	ENHANCED INM ETF	133.21K	SH	$2.92M 1.57%	133.21K
APPLE INCSOLE	COM	12.51K	SH	$2.78M 1.49%	12.51K
ELEVATION SERIES TRUSTSOLE	TRUSHARES BULL	89.74K	SH	$2.23M 1.20%	89.74K
COCA COLA COSOLE	COM	29.29K	SH	$2.10M 1.13%	29.29K

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