Midwest Financial Partners Investments
Latest statistics and disclosures from Midwest Financial Partners Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPIB, VTV, VWO, FTMN, VOO, and represent 42.69% of Midwest Financial Partners Investments's stock portfolio.
- Added to shares of these 10 stocks: VOO, SGOV, VEA, JPIB, VUG, FTMN, VTV, VWO, VO, FLMI.
- Started 9 new stock positions in CASY, SLV, TSLA, XOM, SIL, IBIT, SBUX, COP, GLD.
- Reduced shares in these 10 stocks: GBTC, NVDA, AAPL, , BSX, TECH, VB, MSFT, DE, WMT.
- Sold out of its positions in ABBV, GBTC.
- Midwest Financial Partners Investments was a net buyer of stock by $15M.
- Midwest Financial Partners Investments has $189M in assets under management (AUM), dropping by 4.79%.
- Central Index Key (CIK): 0001968851
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Portfolio Holdings for Midwest Financial Partners Investments
Midwest Financial Partners Investments holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 11.6 | $22M | +6% | 456k | 47.82 |
|
| Vanguard Index Fds Value Etf (VTV) | 10.8 | $20M | +4% | 104k | 196.20 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 7.2 | $14M | +7% | 251k | 54.05 |
|
| Putnam Etf Trust Franklin Minneso (FTMN) | 6.7 | $13M | +8% | 1.5M | 8.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.4 | $12M | +19% | 20k | 597.55 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 6.2 | $12M | +6% | 469k | 24.79 |
|
| Ark Etf Tr Blockchain & Fin (ARKF) | 3.8 | $7.1M | 186k | 38.01 |
|
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 3.2 | $6.0M | +5% | 43k | 141.42 |
|
| Apple (AAPL) | 3.2 | $6.0M | -6% | 24k | 253.79 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 2.9 | $5.5M | +2% | 209k | 26.42 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $5.2M | +38% | 82k | 64.08 |
|
| Microsoft Corporation (MSFT) | 2.4 | $4.6M | 13k | 370.17 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.2 | $4.1M | -2% | 16k | 261.92 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.1 | $4.0M | +6% | 42k | 95.62 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.8 | $3.4M | +82% | 34k | 100.66 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $3.1M | -12% | 18k | 174.40 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.5 | $2.8M | +23% | 19k | 145.79 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.4 | $2.6M | +69% | 6.0k | 436.79 |
|
| Ishares Tr Low Carbon Optim (CRBN) | 1.3 | $2.5M | +3% | 11k | 222.81 |
|
| Ishares Tr Esg Aware Msci (ESML) | 1.1 | $2.1M | 44k | 47.02 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.0 | $2.0M | +11% | 42k | 47.55 |
|
| Bio-techne Corporation (TECH) | 1.0 | $2.0M | -5% | 38k | 52.26 |
|
| Ishares Esg Awr Msci Em (ESGE) | 1.0 | $1.9M | +3% | 41k | 45.47 |
|
| Ishares Tr Energy Strg & Ma (IBAT) | 1.0 | $1.9M | +3% | 55k | 34.11 |
|
| Global X Fds U S Electrificat (ZAP) | 0.9 | $1.8M | +4% | 55k | 32.16 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $1.8M | +62% | 6.1k | 287.18 |
|
| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.9 | $1.7M | +8% | 26k | 65.77 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.8 | $1.6M | +11% | 68k | 23.14 |
|
| Honeywell International (HON) | 0.7 | $1.3M | 5.9k | 226.03 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.2M | 4.2k | 286.86 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $960k | 1.5k | 650.34 |
|
|
| HEICO Corporation (HEI) | 0.5 | $954k | 3.5k | 274.20 |
|
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.5 | $902k | +7% | 19k | 47.47 |
|
| Amgen (AMGN) | 0.4 | $825k | 2.3k | 351.85 |
|
|
| Heico Corp Cl A (HEI.A) | 0.4 | $726k | 3.4k | 211.09 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $718k | 1.00 | 718140.00 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $710k | +14% | 2.5k | 287.56 |
|
| 3M Company (MMM) | 0.4 | $700k | 4.8k | 145.23 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $577k | +9% | 1.0k | 577.06 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $556k | +13% | 11k | 49.89 |
|
| Deere & Company (DE) | 0.3 | $535k | -4% | 949.00 | 563.30 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $532k | 1.8k | 294.16 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $526k | 5.5k | 95.48 |
|
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| Broadcom (AVGO) | 0.3 | $510k | 1.6k | 309.51 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $507k | +11% | 20k | 25.07 |
|
| Amazon (AMZN) | 0.2 | $467k | 2.2k | 208.27 |
|
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| Illumina (ILMN) | 0.2 | $450k | 3.6k | 123.26 |
|
|
| Boston Scientific Corporation (BSX) | 0.2 | $444k | -22% | 7.1k | 62.75 |
|
| UnitedHealth (UNH) | 0.2 | $421k | +13% | 1.6k | 270.59 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $419k | 7.0k | 59.55 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $411k | 3.3k | 124.33 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $405k | 6.0k | 67.53 |
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| Casey's General Stores (CASY) | 0.2 | $404k | NEW | 555.00 | 727.86 |
|
| American Express Company (AXP) | 0.2 | $395k | +16% | 1.3k | 302.48 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $380k | 5.4k | 69.75 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $379k | 4.2k | 90.53 |
|
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| Boeing Company (BA) | 0.2 | $366k | 1.8k | 199.03 |
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| Visa Com Cl A (V) | 0.2 | $353k | 1.2k | 302.24 |
|
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| Pepsi (PEP) | 0.2 | $346k | 2.2k | 155.29 |
|
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $337k | NEW | 5.0k | 68.14 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $332k | NEW | 8.6k | 38.42 |
|
| Nucor Corporation (NUE) | 0.2 | $323k | 1.9k | 169.10 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $316k | 1.3k | 244.44 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $314k | NEW | 730.00 | 430.29 |
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| Oracle Corporation (ORCL) | 0.2 | $297k | 2.0k | 147.11 |
|
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $286k | 6.3k | 45.65 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $267k | NEW | 1.6k | 169.62 |
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| Yum! Brands (YUM) | 0.1 | $246k | 1.6k | 155.48 |
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| Ametek (AME) | 0.1 | $236k | 1.1k | 214.36 |
|
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| ConocoPhillips (COP) | 0.1 | $232k | NEW | 1.8k | 132.00 |
|
| Wal-Mart Stores (WMT) | 0.1 | $228k | -3% | 1.8k | 124.28 |
|
| Global X Fds Global X Silver (SIL) | 0.1 | $225k | NEW | 2.5k | 90.08 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $215k | 3.8k | 56.79 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $213k | 1.9k | 113.11 |
|
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| Starbucks Corporation (SBUX) | 0.1 | $210k | NEW | 2.3k | 89.59 |
|
| Tesla Motors (TSLA) | 0.1 | $209k | NEW | 562.00 | 371.75 |
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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 2026 Q1 filed April 23, 2026
- Midwest Financial Partners Investments 2025 Q4 filed Feb. 6, 2026