Midwest Financial Partners Investments

Midwest Financial Partners Investments as of Dec. 31, 2025

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