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Midwest Financial Partners Investments

Latest statistics and disclosures from Midwest Financial Partners Investments's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001968851

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Positions held by Midwest Financial Partners Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Midwest Financial Partners Investments

Midwest Financial Partners Investments holds 69 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	11.6	$21M	427k	48.70	View chart
Vanguard Index Fds Value Etf (VTV)	10.5	$19M	99k	190.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	7.0	$13M	234k	53.76	View chart
Putnam Etf Trust Franklin Minneso	6.6	$12M	1.3M	8.84	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	6.1	$11M	442k	24.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.9	$11M	17k	627.13	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	4.9	$8.8M	185k	47.63	View chart
Apple (AAPL)	3.8	$6.8M	25k	271.86	View chart
Microsoft Corporation (MSFT)	3.4	$6.1M	13k	483.62	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	3.3	$6.0M	40k	148.98	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	3.3	$5.9M	205k	28.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.3	$4.2M	16k	257.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	2.1	$3.7M	39k	95.09	View chart
NVIDIA Corporation (NVDA)	2.1	$3.7M	20k	186.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$3.7M	59k	62.47	View chart
Ishares Tr Low Carbon Optim (CRBN)	1.4	$2.5M	11k	230.53	View chart
Bio-techne Corporation (TECH)	1.3	$2.3M	40k	58.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.2	$2.2M	15k	143.33	View chart
Ishares Tr Esg Aware Msci (ESML)	1.1	$2.0M	44k	45.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.0	$1.8M	18k	100.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.0	$1.8M	37k	47.85	View chart
Ishares Esg Awr Msci Em (ESGE)	1.0	$1.8M	40k	44.17	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$1.7M	3.6k	487.86	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.8	$1.5M	24k	63.50	View chart
Global X Fds U S Electrificat (ZAP)	0.8	$1.5M	53k	29.06	View chart
Ishares Tr Energy Strg & Ma (IBAT)	0.8	$1.5M	53k	28.68	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.8	$1.4M	61k	23.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.3M	4.1k	313.80	View chart
Honeywell International (HON)	0.6	$1.2M	5.9k	195.09	View chart
HEICO Corporation (HEI)	0.6	$1.1M	3.5k	323.59	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.1M	3.8k	290.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1000k	1.5k	681.92	View chart
Boston Scientific Corporation (BSX)	0.5	$869k	9.1k	95.35	View chart
Heico Corp Cl A (HEI.A)	0.5	$868k	3.4k	252.43	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.5	$845k	18k	47.94	View chart
3M Company (MMM)	0.4	$772k	4.8k	160.10	View chart
Amgen (AMGN)	0.4	$768k	2.3k	327.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$755k	1.00	754800.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$674k	2.2k	313.00	View chart
JPMorgan Chase & Co. (JPM)	0.3	$583k	1.8k	322.22	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$573k	5.5k	104.04	View chart
Broadcom (AVGO)	0.3	$571k	1.6k	346.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$559k	910.00	614.17	View chart
Amazon (AMZN)	0.3	$511k	2.2k	230.82	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$510k	7.5k	68.36	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$496k	9.9k	50.29	View chart
Illumina (ILMN)	0.3	$480k	3.7k	131.16	View chart
Deere & Company (DE)	0.3	$461k	991.00	465.57	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.3	$457k	18k	25.24	View chart
UnitedHealth (UNH)	0.3	$454k	1.4k	330.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$426k	7.1k	59.93	View chart
American Express Company (AXP)	0.2	$415k	1.1k	369.95	View chart
Visa Com Cl A (V)	0.2	$409k	1.2k	350.71	View chart
Boeing Company (BA)	0.2	$399k	1.8k	217.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$397k	3.3k	120.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$396k	6.0k	66.00	View chart
Oracle Corporation (ORCL)	0.2	$393k	2.0k	194.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$375k	4.2k	89.46	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$366k	5.4k	67.22	View chart
Pepsi (PEP)	0.2	$320k	2.2k	143.52	View chart
Nucor Corporation (NUE)	0.2	$311k	1.9k	163.11	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$279k	6.3k	44.41	View chart
Johnson & Johnson (JNJ)	0.1	$268k	1.3k	206.95	View chart
Yum! Brands (YUM)	0.1	$240k	1.6k	151.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$232k	1.9k	123.26	View chart
Ametek (AME)	0.1	$226k	1.1k	205.31	View chart
Wal-Mart Stores (WMT)	0.1	$213k	1.9k	111.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$207k	3.8k	54.71	View chart
Abbvie (ABBV)	0.1	$207k	904.00	228.49	View chart

Past Filings by Midwest Financial Partners Investments

SEC 13F filings are viewable for Midwest Financial Partners Investments going back to 2025

Midwest Financial Partners Investments 2025 Q4 filed Feb. 6, 2026

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