Midwest Financial Partners Investments
Latest statistics and disclosures from Midwest Financial Partners Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, JPIB, TFLO, VWO, FTMN, and represent 40.84% of Midwest Financial Partners Investments's stock portfolio.
- Added to shares of these 10 stocks: TFLO (+$19M), VUG, FTMN, VO, VTV, FLMI, VEA, VOO, JPIB, VWO.
- Started 10 new stock positions in ABBV, CSCO, TSM, TFLO, BNDX, SCHA, HONA, AMD, HON, LLY.
- Reduced shares in these 10 stocks: Honeywell International, TECH, SGOV, , , GOOG, , SIL, , MSFT.
- Sold out of its positions in COP, SIL, Honeywell International, SLV, GLD, TSLA.
- Midwest Financial Partners Investments was a net buyer of stock by $37M.
- Midwest Financial Partners Investments has $241M in assets under management (AUM), dropping by 27.69%.
- Central Index Key (CIK): 0001968851
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Portfolio Holdings for Midwest Financial Partners Investments
Midwest Financial Partners Investments holds 80 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 10.1 | $24M | +7% | 112k | 217.93 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 9.7 | $23M | +5% | 483k | 48.35 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 7.8 | $19M | NEW | 371k | 50.63 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.7 | $16M | +7% | 270k | 59.69 |
|
| Putnam Etf Trust Frank Minn Etf (FTMN) | 6.6 | $16M | +22% | 1.8M | 8.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.4 | $16M | +11% | 23k | 686.81 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 5.6 | $14M | +14% | 535k | 25.17 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 3.7 | $8.9M | 211k | 42.06 |
|
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| Ark Etf Tr Bloc Fin Inn Etf (ARKF) | 3.1 | $7.5M | 190k | 39.46 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $7.4M | +27% | 104k | 71.25 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 2.9 | $6.9M | 42k | 163.67 |
|
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| Apple (AAPL) | 2.8 | $6.8M | 23k | 289.36 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $4.7M | 16k | 303.12 |
|
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| Microsoft Corporation (MSFT) | 1.9 | $4.5M | -4% | 12k | 373.02 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.8 | $4.4M | +2% | 43k | 102.81 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $4.3M | +723% | 50k | 86.14 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.5 | $3.5M | +20% | 23k | 154.29 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $3.4M | -3% | 17k | 200.09 |
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 1.3 | $3.0M | +4% | 12k | 252.97 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.2 | $2.8M | -17% | 28k | 100.67 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $2.8M | +465% | 35k | 80.57 |
|
| Ishares Tr Energy Strg & Ma (IBAT) | 1.1 | $2.6M | +2% | 57k | 45.06 |
|
| Ishares Tr Esg Aware Msci (ESML) | 1.0 | $2.4M | -3% | 42k | 55.93 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.9 | $2.2M | 41k | 54.69 |
|
|
| Bio-techne Corporation (TECH) | 0.9 | $2.1M | -21% | 29k | 70.65 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.8 | $2.0M | 42k | 47.41 |
|
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| Global X Fds U S Elect Etf (ZAP) | 0.8 | $2.0M | +5% | 58k | 34.61 |
|
| Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) | 0.8 | $1.9M | +5% | 28k | 68.16 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.6 | $1.4M | -9% | 61k | 23.15 |
|
| HEICO Corporation (HEI) | 0.5 | $1.2M | 3.5k | 356.19 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.2M | -15% | 3.5k | 353.33 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.1M | 1.5k | 746.77 |
|
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.4 | $898k | 19k | 47.47 |
|
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| Heico Corp Cl A (HEI.A) | 0.4 | $887k | 3.4k | 257.91 |
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| Amgen (AMGN) | 0.4 | $850k | 2.3k | 362.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $828k | -6% | 2.3k | 357.37 |
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| 3M Company (MMM) | 0.3 | $780k | 4.8k | 161.91 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $749k | 1.00 | 748850.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $736k | 1.0k | 736.24 |
|
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $680k | +20% | 13k | 50.58 |
|
| Honeywell International (HON) | 0.3 | $662k | NEW | 3.0k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.3 | $653k | NEW | 3.0k | 221.08 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $652k | +29% | 26k | 24.99 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.3 | $644k | 5.5k | 117.02 |
|
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| Illumina (ILMN) | 0.3 | $642k | 3.6k | 175.83 |
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| Broadcom (AVGO) | 0.3 | $629k | 1.7k | 377.75 |
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| UnitedHealth (UNH) | 0.3 | $604k | -6% | 1.5k | 415.63 |
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| Deere & Company (DE) | 0.3 | $602k | 949.00 | 634.33 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $595k | 1.8k | 327.33 |
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| Amazon (AMZN) | 0.2 | $530k | 2.2k | 238.34 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $495k | 3.3k | 148.33 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $457k | 5.5k | 82.84 |
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| American Express Company (AXP) | 0.2 | $442k | 1.3k | 338.25 |
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| Casey's General Stores (CASY) | 0.2 | $441k | 555.00 | 794.79 |
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| Nucor Corporation (NUE) | 0.2 | $425k | 1.9k | 222.75 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $419k | 7.1k | 58.98 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $407k | 4.2k | 96.58 |
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| Visa Com Cl A (V) | 0.2 | $399k | 1.2k | 343.09 |
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| Boeing Company (BA) | 0.2 | $398k | 1.8k | 216.47 |
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| Starbucks Corporation (SBUX) | 0.2 | $396k | +65% | 3.9k | 102.19 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $377k | -18% | 4.9k | 77.11 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $336k | +11% | 7.9k | 42.68 |
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| Johnson & Johnson (JNJ) | 0.1 | $328k | 1.3k | 253.97 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $316k | 6.3k | 50.39 |
|
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $312k | NEW | 6.4k | 48.43 |
|
| Pepsi (PEP) | 0.1 | $302k | 2.2k | 135.40 |
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| Oracle Corporation (ORCL) | 0.1 | $295k | 2.0k | 146.55 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $287k | 8.6k | 33.29 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $286k | NEW | 493.00 | 580.91 |
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| Abbvie (ABBV) | 0.1 | $286k | NEW | 1.1k | 251.64 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $280k | NEW | 587.00 | 477.57 |
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| Cisco Systems (CSCO) | 0.1 | $266k | NEW | 2.3k | 117.46 |
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| Ametek (AME) | 0.1 | $266k | 1.1k | 241.94 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $259k | 3.8k | 68.41 |
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| Yum! Brands (YUM) | 0.1 | $253k | 1.6k | 159.86 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $241k | NEW | 6.7k | 36.13 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $221k | NEW | 184.00 | 1199.43 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $219k | -15% | 1.6k | 137.53 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $215k | 1.6k | 136.69 |
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| Wal-Mart Stores (WMT) | 0.1 | $208k | 1.8k | 113.26 |
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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 Q2 filed July 15, 2026
- Midwest Financial Partners Investments 2026 Q1 filed April 23, 2026
- Midwest Financial Partners Investments 2025 Q4 filed Feb. 6, 2026