MIDLAND WEALTH ADVISORS LLC
RIA/Wealth
MIDLAND WEALTH ADVISORS LLC is a RIA/Wealth based in Effingham, IL led by Danny Leon Stevenson, reporting $2.9B in AUM as of Q3 2025 with 91% ETF concentration, 74% concentrated in top 10 holdings, 17% allocation to IVV, and minimal technology exposure.
CEODanny Leon Stevenson
- Portfolio Value
- $1.9B
- Positions
- 168
- Top Holding
- IVV at 16.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MIDLAND WEALTH ADVISORS LLC's portfolio (73.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $313.9M | 16.79% | +$71.0M Bought | — 469.0K shares | |
ETF ETF | $252.6M | 13.51% | +$75.9M Bought | — 2.7M shares | |
ETF ETF | $178.4M | 9.55% | -$675.7K Sold | — 2.0M shares | |
ETF ETF | $170.9M | 9.14% | -$5.2M Sold | — 3.4M shares | |
ETF ETF | $92.2M | 4.94% | +$26.2M Bought | — 1.3M shares | |
ETF ETF | $90.3M | 4.83% | -$37.1M Sold | — 1.4M shares | |
ETF ETF | $82.1M | 4.39% | -$55.3M Sold | — 680.2K shares | |
ETF ETF | $71.3M | 3.81% | -$40.2M Sold | — 382.3K shares | |
ETF ETF | $62.8M | 3.36% | +$62.8M New | — 1.0M shares | |
ETF ETF | $59.8M | 3.20% | -$3.5M Sold | — 907.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MIDLAND WEALTH ADVISORS LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MIDLAND WEALTH ADVISORS LLC
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