Midwest Capital Advisors, LLC
RIA/Wealth
Midwest Capital Advisors, LLC is a RIA/Wealth based in Grand Rapids, MI led by Mark Richard Satkoski, reporting $1.1B in AUM as of Q3 2025 with 86% ETF concentration, 71% concentrated in top 10 holdings, and minimal technology exposure.
CCOMark Richard Satkoski
- Portfolio Value
- $180.9M
- Positions
- 209
- Top Holding
- SCHG at 14.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Midwest Capital Advisors, LLC's portfolio (71.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.4M | 14.03% | +$297.7K Bought | — 795.5K shares | |
ETF ETF | $24.2M | 13.36% | +$4.5M Bought | — 408.2K shares | |
ETF ETF | $19.0M | 10.51% | -$1.4M Sold | — 97.8K shares | |
ETF ETF | $14.3M | 7.92% | +$1.8M Bought | — 306.2K shares | |
ETF ETF | $13.8M | 7.63% | +$6.5M Bought | — 41.5K shares | |
Unknown Unknown | $7.8M | 4.31% | +$708.2K Bought | — 205.7K shares | |
Unknown Unknown | $7.6M | 4.18% | +$2.2M Bought | — 103.9K shares | |
ETF ETF | $5.8M | 3.21% | -$1.0M Sold | — 56.4K shares | |
ETF ETF | $5.8M | 3.18% | +$265.2K Bought | — 22.5K shares | |
ETF ETF | $5.6M | 3.09% | +$392.7K Bought | — 113.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Midwest Capital Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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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 Midwest Capital Advisors, LLC
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