Mid-American Wealth Advisory Group, Inc.

CIK 0001911264 · Q1 2026

13F Equity AUM

$236.7M

0.0% QoQ

Positions

0 QoQ

AUM Rank

#6,769

Top 54%

Skill Alpha (FF)

-3.2%/yr^ns

No Clear Edge

Rank #6,424 · Top 78%

vs S&P -10.9%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 47.3%Top 10: 66.0%Top 20: 85.7%

HYS13.3%

TUA10.5%

IBHF9.2%

SIXO8.9%

BILZ5.5%

SBAR4.3%

LTPZ4.2%

OCTW3.6%

QBER3.4%

BIL3.2%

Others (45)34.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services85.6%

Fund5.1%

Technology2.5%

Other6.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 55Median: 0.64%Avg: 1.82%

0–0.5%

26(5.8%)

0.5–1%

7(5.7%)

1–3%

12(22.5%)

3–5%

5(18.7%)

5%+

5(47.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 38Unique: 17vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.8%

0.6%

0.7%

0.9%

0.6%

0.5%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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