MID-AMERICAN WEALTH ADVISORY GROUP, INC.

Filed: 7/16/2026ACC: 0001911264-26-000004

📋 What this filing means

MID-AMERICAN WEALTH ADVISORY GROUP, INC. filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $276.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$276.59M

Total AUM (reported)

8.20M

Total Shares

Allocation by class

S&P AU DE IN ETF$45.51M16.5%

SHORT TERM TREA$30.74M11.1%

0-5 HIGH YIELD$29.42M10.6%

COM$21.77M7.9%

ALLIANZIM US EQU$18.28M6.6%

ULTR SH GO AC FD$17.93M6.5%

MULTISECTOR BD$12.66M4.6%

Portfolio Concentration

Top 3$105.67M38.2%

4–10$83.81M30.3%

11–25$54.95M19.9%

Rest$32.17M11.6%

Top 3 weight

38.2%

Top 10 weight

68.5%

Voting Authority Distribution

Total shares with voting rights: 8.20M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

8.20M

% of voting shares100.0%

Investment Discretion (by position count)

Sole66

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings66

Rows:

ELEVATION SERIES TRUST

SOLE

S&P AU DE IN ETF

Shares1.81M

TypeSH

Market value$45.51M

16.45%

Sole

0.00

Shared

0.00

None

1.81M

SIMPLIFY EXCHANGE TRADED FUN

SOLE

SHORT TERM TREA

Shares1.51M

TypeSH

Market value$30.74M

11.11%

Sole

0.00

Shared

0.00

None

1.51M

PIMCO ETF TR

SOLE

0-5 HIGH YIELD

Shares314.58K

TypeSH

Market value$29.42M

10.64%

Sole

0.00

Shared

0.00

None

314.58K

AIM ETF PRODUCTS TRUST

SOLE

ALLIANZIM US EQU

Shares579.88K

TypeSH

Market value$18.28M

6.61%

Sole

0.00

Shared

0.00

None

579.88K

PIMCO ETF TR

SOLE

ULTR SH GO AC FD

Shares177.68K

TypeSH

Market value$17.93M

6.48%

Sole

0.00

Shared

0.00

None

177.68K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares477.50K

TypeSH

Market value$12.66M

4.58%

Sole

0.00

Shared

0.00

None

477.50K

ISHARES TR

SOLE

IBON 2026 TE ETF

Shares463.78K

TypeSH

Market value$10.50M

3.80%

Sole

0.00

Shared

0.00

None

463.78K

PIMCO ETF TR

SOLE

15+ YR US TIPS

Shares171.34K

TypeSH

Market value$8.68M

3.14%

Sole

0.00

Shared

0.00

None

171.34K

SPDR SERIES TRUST

SOLE

ST STR BLO 1 ETF

Shares90.23K

TypeSH

Market value$8.27M

2.99%

Sole

0.00

Shared

0.00

None

90.23K

AIM ETF PRODUCTS TRUST

SOLE

ALLIA US MAY ETF

Shares215.02K

TypeSH

Market value$7.48M

2.70%

Sole

0.00

Shared

0.00

None

215.02K

CARILLON SER TR

SOLE

RJ EA GCM DI ETF

Shares210.26K

TypeSH

Market value$6.16M

2.23%

Sole

0.00

Shared

0.00

None

210.26K

ISHARES TR

SOLE

IBON 2027 TE ETF

Shares195.82K

TypeSH

Market value$4.32M

1.56%

Sole

0.00

Shared

0.00

None

195.82K

PIMCO ETF TR

SOLE

SR LN ACTIVE ETF

Shares87.61K

TypeSH

Market value$4.32M

1.56%

Sole

0.00

Shared

0.00

None

87.61K

NEOS ETF TRUST

SOLE

NEOS S&P 500 HI

Shares79.48K

TypeSH

Market value$4.22M

1.53%

Sole

0.00

Shared

0.00

None

79.48K

NVIDIA CORPORATION

SOLE

COM

Shares20.07K

TypeSH

Market value$4.02M

1.45%

Sole

0.00

Shared

0.00

None

20.07K

INNOVATOR ETFS TRUST

SOLE

INDE AUT INC ETF

Shares155.69K

TypeSH

Market value$3.96M

1.43%

Sole

0.00

Shared

0.00

None

155.69K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares11.59K

TypeSH

Market value$3.51M

1.27%

Sole

0.00

Shared

0.00

None

11.59K

ELEVATION SERIES TRUST

SOLE

TRUE SE BUFF ETF

Shares125.42K

TypeSH

Market value$3.46M

1.25%

Sole

0.00

Shared

0.00

None

125.42K

BRISTOL-MYERS SQUIBB CO

SOLE

COM

Shares58.19K

TypeSH

Market value$3.35M

1.21%

Sole

0.00

Shared

0.00

None

58.19K

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares88.43K

TypeSH

Market value$3.20M

1.16%

Sole

0.00

Shared

0.00

None

88.43K

PIMCO ETF TR

SOLE

25YR+ ZERO U S

Shares47.45K

TypeSH

Market value$3.04M

1.10%

Sole

0.00

Shared

0.00

None

47.45K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares71.37K

TypeSH

Market value$3.02M

1.09%

Sole

0.00

Shared

0.00

None

71.37K

ELEVATION SERIES TRUST

SOLE

TRUE QU BEAR ETF

Shares124.40K

TypeSH

Market value$2.96M

1.07%

Sole

0.00

Shared

0.00

None

124.40K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares28.43K

TypeSH

Market value$2.87M

1.04%

Sole

0.00

Shared

0.00

None

28.43K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

INTMD TERM TRSRY

Shares198.55K

TypeSH

Market value$2.53M

0.92%

Sole

0.00

Shared

0.00

None

198.55K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ELEVATION SERIES TRUSTSOLE	S&P AU DE IN ETF	1.81M	SH	$45.51M 16.45%	1.81M
SIMPLIFY EXCHANGE TRADED FUNSOLE	SHORT TERM TREA	1.51M	SH	$30.74M 11.11%	1.51M
PIMCO ETF TRSOLE	0-5 HIGH YIELD	314.58K	SH	$29.42M 10.64%	314.58K
AIM ETF PRODUCTS TRUSTSOLE	ALLIANZIM US EQU	579.88K	SH	$18.28M 6.61%	579.88K
PIMCO ETF TRSOLE	ULTR SH GO AC FD	177.68K	SH	$17.93M 6.48%	177.68K
PIMCO ETF TRSOLE	MULTISECTOR BD	477.50K	SH	$12.66M 4.58%	477.50K
ISHARES TRSOLE	IBON 2026 TE ETF	463.78K	SH	$10.50M 3.80%	463.78K
PIMCO ETF TRSOLE	15+ YR US TIPS	171.34K	SH	$8.68M 3.14%	171.34K
SPDR SERIES TRUSTSOLE	ST STR BLO 1 ETF	90.23K	SH	$8.27M 2.99%	90.23K
AIM ETF PRODUCTS TRUSTSOLE	ALLIA US MAY ETF	215.02K	SH	$7.48M 2.70%	215.02K
CARILLON SER TRSOLE	RJ EA GCM DI ETF	210.26K	SH	$6.16M 2.23%	210.26K
ISHARES TRSOLE	IBON 2027 TE ETF	195.82K	SH	$4.32M 1.56%	195.82K
PIMCO ETF TRSOLE	SR LN ACTIVE ETF	87.61K	SH	$4.32M 1.56%	87.61K
NEOS ETF TRUSTSOLE	NEOS S&P 500 HI	79.48K	SH	$4.22M 1.53%	79.48K
NVIDIA CORPORATIONSOLE	COM	20.07K	SH	$4.02M 1.45%	20.07K
INNOVATOR ETFS TRUSTSOLE	INDE AUT INC ETF	155.69K	SH	$3.96M 1.43%	155.69K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	11.59K	SH	$3.51M 1.27%	11.59K
ELEVATION SERIES TRUSTSOLE	TRUE SE BUFF ETF	125.42K	SH	$3.46M 1.25%	125.42K
BRISTOL-MYERS SQUIBB COSOLE	COM	58.19K	SH	$3.35M 1.21%	58.19K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	88.43K	SH	$3.20M 1.16%	88.43K
PIMCO ETF TRSOLE	25YR+ ZERO U S	47.45K	SH	$3.04M 1.10%	47.45K
VERIZON COMMUNICATIONS INCSOLE	COM	71.37K	SH	$3.02M 1.09%	71.37K
ELEVATION SERIES TRUSTSOLE	TRUE QU BEAR ETF	124.40K	SH	$2.96M 1.07%	124.40K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	28.43K	SH	$2.87M 1.04%	28.43K
SIMPLIFY EXCHANGE TRADED FUNSOLE	INTMD TERM TRSRY	198.55K	SH	$2.53M 0.92%	198.55K

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