MID-AMERICAN WEALTH ADVISORY GROUP, INC.

Filed: 7/30/2025ACC: 0001911264-25-000004

📋 What this filing means

MID-AMERICAN WEALTH ADVISORY GROUP, INC. filed this quarterly 13F‑HR report disclosing 341 equity positions with a total reported market value of $210.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

341

Positions

$210.23M

Total AUM (reported)

5.58M

Total Shares

Allocation by class

0-5 HIGH YIELD$29.98M14.3%

SHORT TERM TREA$23.01M10.9%

COM$22.87M10.9%

IBONDS 25 TRM HG$13.91M6.6%

IBONDS 2026 TERM$13.90M6.6%

ULTRA SHORT GOVT$10.76M5.1%

15+ YR US TIPS$9.74M4.6%

Portfolio Concentration

Top 3$66.91M31.8%

4–10$65.31M31.1%

11–25$58.85M28.0%

Rest$19.17M9.1%

Top 3 weight

31.8%

Top 10 weight

62.9%

Voting Authority Distribution

Total shares with voting rights: 5.58M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.58M

% of voting shares100.0%

Investment Discretion (by position count)

Sole341

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings341

Rows:

PIMCO ETF TR

SOLE

0-5 HIGH YIELD

Shares315.57K

TypeSH

Market value$29.98M

14.26%

Sole

0.00

Shared

0.00

None

315.57K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares1.04M

TypeSH

Market value$23.01M

10.95%

Sole

0.00

Shared

0.00

None

1.04M

ISHARES TR

SOLE

IBONDS 25 TRM HG

Shares598.32K

TypeSH

Market value$13.91M

6.62%

Sole

0.00

Shared

0.00

None

598.32K

ISHARES TR

SOLE

IBONDS 2026 TERM

Shares598.35K

TypeSH

Market value$13.90M

6.61%

Sole

0.00

Shared

0.00

None

598.35K

PIMCO ETF TR

SOLE

ULTRA SHORT GOVT

Shares106.35K

TypeSH

Market value$10.76M

5.12%

Sole

0.00

Shared

0.00

None

106.35K

PIMCO ETF TR

SOLE

15+ YR US TIPS

Shares185.58K

TypeSH

Market value$9.74M

4.63%

Sole

0.00

Shared

0.00

None

185.58K

AIM ETF PRODUCTS TRUST

SOLE

US LRGCP B20 NOV

Shares258.81K

TypeSH

Market value$8.34M

3.97%

Sole

0.00

Shared

0.00

None

258.81K

PIMCO ETF TR

SOLE

25YR+ ZERO U S

Shares123.95K

TypeSH

Market value$8.31M

3.95%

Sole

0.00

Shared

0.00

None

123.95K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares78.32K

TypeSH

Market value$7.18M

3.42%

Sole

0.00

Shared

0.00

None

78.32K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM U S LR

Shares248.93K

TypeSH

Market value$7.07M

3.36%

Sole

0.00

Shared

0.00

None

248.93K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM U S EQ

Shares229.11K

TypeSH

Market value$6.94M

3.30%

Sole

0.00

Shared

0.00

None

229.11K

AIM ETF PRODUCTS TRUST

SOLE

US LRGCP B20 OCT

Shares146.22K

TypeSH

Market value$5.41M

2.57%

Sole

0.00

Shared

0.00

None

146.22K

LISTED FDS TR

SOLE

TRUESHARES STRCT

Shares104.63K

TypeSH

Market value$4.55M

2.16%

Sole

0.00

Shared

0.00

None

104.63K

ELEVATION SERIES TRUST

SOLE

TRUESHARES QUART

Shares180.25K

TypeSH

Market value$4.45M

2.12%

Sole

0.00

Shared

0.00

None

180.25K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares20.78K

TypeSH

Market value$4.25M

2.02%

Sole

0.00

Shared

0.00

None

20.78K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

HIGH YIELD ETF

Shares176.74K

TypeSH

Market value$4.12M

1.96%

Sole

0.00

Shared

0.00

None

176.74K

PIMCO ETF TR

SOLE

SR LN ACTIVE ETF

Shares80.27K

TypeSH

Market value$4.09M

1.95%

Sole

0.00

Shared

0.00

None

80.27K

CISCO SYS INC

SOLE

COM

Shares57.91K

TypeSH

Market value$4.02M

1.91%

Sole

0.00

Shared

0.00

None

57.91K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SIMPLIFY OPPORT

Shares161.03K

TypeSH

Market value$3.85M

1.83%

Sole

0.00

Shared

0.00

None

161.03K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares85.38K

TypeSH

Market value$3.69M

1.76%

Sole

0.00

Shared

0.00

None

85.38K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

INTMD TERM TRSRY

Shares272.43K

TypeSH

Market value$3.68M

1.75%

Sole

0.00

Shared

0.00

None

272.43K

BRISTOL-MYERS SQUIBB CO

SOLE

COM

Shares73.48K

TypeSH

Market value$3.40M

1.62%

Sole

0.00

Shared

0.00

None

73.48K

ELEVATION SERIES TRUST

SOLE

TRUSHARES BULL

Shares102.27K

TypeSH

Market value$2.60M

1.24%

Sole

0.00

Shared

0.00

None

102.27K

LISTED FDS TR

SOLE

TRUESHARES STRUC

Shares63.03K

TypeSH

Market value$2.06M

0.98%

Sole

0.00

Shared

0.00

None

63.03K

ALTRIA GROUP INC

SOLE

COM

Shares29.59K

TypeSH

Market value$1.73M

0.83%

Sole

0.00

Shared

0.00

None

29.59K

Issuer	Class	Shares	Type	Value / Portfolio %	None
PIMCO ETF TRSOLE	0-5 HIGH YIELD	315.57K	SH	$29.98M 14.26%	315.57K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	1.04M	SH	$23.01M 10.95%	1.04M
ISHARES TRSOLE	IBONDS 25 TRM HG	598.32K	SH	$13.91M 6.62%	598.32K
ISHARES TRSOLE	IBONDS 2026 TERM	598.35K	SH	$13.90M 6.61%	598.35K
PIMCO ETF TRSOLE	ULTRA SHORT GOVT	106.35K	SH	$10.76M 5.12%	106.35K
PIMCO ETF TRSOLE	15+ YR US TIPS	185.58K	SH	$9.74M 4.63%	185.58K
AIM ETF PRODUCTS TRUSTSOLE	US LRGCP B20 NOV	258.81K	SH	$8.34M 3.97%	258.81K
PIMCO ETF TRSOLE	25YR+ ZERO U S	123.95K	SH	$8.31M 3.95%	123.95K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	78.32K	SH	$7.18M 3.42%	78.32K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM U S LR	248.93K	SH	$7.07M 3.36%	248.93K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM U S EQ	229.11K	SH	$6.94M 3.30%	229.11K
AIM ETF PRODUCTS TRUSTSOLE	US LRGCP B20 OCT	146.22K	SH	$5.41M 2.57%	146.22K
LISTED FDS TRSOLE	TRUESHARES STRCT	104.63K	SH	$4.55M 2.16%	104.63K
ELEVATION SERIES TRUSTSOLE	TRUESHARES QUART	180.25K	SH	$4.45M 2.12%	180.25K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	20.78K	SH	$4.25M 2.02%	20.78K
SIMPLIFY EXCHANGE TRADED FUNSOLE	HIGH YIELD ETF	176.74K	SH	$4.12M 1.96%	176.74K
PIMCO ETF TRSOLE	SR LN ACTIVE ETF	80.27K	SH	$4.09M 1.95%	80.27K
CISCO SYS INCSOLE	COM	57.91K	SH	$4.02M 1.91%	57.91K
SIMPLIFY EXCHANGE TRADED FUNSOLE	SIMPLIFY OPPORT	161.03K	SH	$3.85M 1.83%	161.03K
VERIZON COMMUNICATIONS INCSOLE	COM	85.38K	SH	$3.69M 1.76%	85.38K
SIMPLIFY EXCHANGE TRADED FUNSOLE	INTMD TERM TRSRY	272.43K	SH	$3.68M 1.75%	272.43K
BRISTOL-MYERS SQUIBB COSOLE	COM	73.48K	SH	$3.40M 1.62%	73.48K
ELEVATION SERIES TRUSTSOLE	TRUSHARES BULL	102.27K	SH	$2.60M 1.24%	102.27K
LISTED FDS TRSOLE	TRUESHARES STRUC	63.03K	SH	$2.06M 0.98%	63.03K
ALTRIA GROUP INCSOLE	COM	29.59K	SH	$1.73M 0.83%	29.59K

Page 1 of 14

…