Midwest Financial Partners Investments

Midwest Financial Partners Investments as of March 31, 2026

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 456k 47.82
Vanguard Index Fds Value Etf (VTV) 10.8 $20M 104k 196.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.2 $14M 251k 54.05
Putnam Etf Trust Franklin Minneso (FTMN) 6.7 $13M 1.5M 8.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $12M 20k 597.55
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 6.2 $12M 469k 24.79
Ark Etf Tr Blockchain & Fin (ARKF) 3.8 $7.1M 186k 38.01
Ishares Tr Esg Awr Msci Usa (ESGU) 3.2 $6.0M 43k 141.42
Apple (AAPL) 3.2 $6.0M 24k 253.79
Ark Etf Tr Genomic Rev Etf (ARKG) 2.9 $5.5M 209k 26.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $5.2M 82k 64.08
Microsoft Corporation (MSFT) 2.4 $4.6M 13k 370.17
Vanguard Index Fds Small Cp Etf (VB) 2.2 $4.1M 16k 261.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.1 $4.0M 42k 95.62
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.8 $3.4M 34k 100.66
NVIDIA Corporation (NVDA) 1.6 $3.1M 18k 174.40
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $2.8M 19k 145.79
Vanguard Index Fds Growth Etf (VUG) 1.4 $2.6M 6.0k 436.79
Ishares Tr Low Carbon Optim (CRBN) 1.3 $2.5M 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 42k 47.55
Bio-techne Corporation (TECH) 1.0 $2.0M 38k 52.26
Ishares Esg Awr Msci Em (ESGE) 1.0 $1.9M 41k 45.47
Ishares Tr Energy Strg & Ma (IBAT) 1.0 $1.9M 55k 34.11
Global X Fds U S Electrificat (ZAP) 0.9 $1.8M 55k 32.16
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $1.8M 6.1k 287.18
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) 0.9 $1.7M 26k 65.77
Ishares Tr Esg Awre Usd Etf (SUSC) 0.8 $1.6M 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
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $902k 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
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $718k 1.00 718140.00
Alphabet Cap Stk Cl A (GOOGL) 0.4 $710k 2.5k 287.56
3M Company (MMM) 0.4 $700k 4.8k 145.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $577k 1.0k 577.06
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $556k 11k 49.89
Deere & Company (DE) 0.3 $535k 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
Broadcom (AVGO) 0.3 $510k 1.6k 309.51
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $507k 20k 25.07
Amazon (AMZN) 0.2 $467k 2.2k 208.27
Illumina (ILMN) 0.2 $450k 3.6k 123.26
Boston Scientific Corporation (BSX) 0.2 $444k 7.1k 62.75
UnitedHealth (UNH) 0.2 $421k 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
Casey's General Stores (CASY) 0.2 $404k 555.00 727.86
American Express Company (AXP) 0.2 $395k 1.3k 302.48
Ishares Core Msci Emkt (IEMG) 0.2 $380k 5.4k 69.75
Ishares Tr Core Msci Eafe (IEFA) 0.2 $379k 4.2k 90.53
Boeing Company (BA) 0.2 $366k 1.8k 199.03
Visa Com Cl A (V) 0.2 $353k 1.2k 302.24
Pepsi (PEP) 0.2 $346k 2.2k 155.29
Ishares Silver Tr Ishares (SLV) 0.2 $337k 5.0k 68.14
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $332k 8.6k 38.42
Nucor Corporation (NUE) 0.2 $323k 1.9k 169.10
Johnson & Johnson (JNJ) 0.2 $316k 1.3k 244.44
Spdr Gold Tr Gold Shs (GLD) 0.2 $314k 730.00 430.29
Oracle Corporation (ORCL) 0.2 $297k 2.0k 147.11
Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $286k 6.3k 45.65
Exxon Mobil Corporation (XOM) 0.1 $267k 1.6k 169.62
Yum! Brands (YUM) 0.1 $246k 1.6k 155.48
Ametek (AME) 0.1 $236k 1.1k 214.36
ConocoPhillips (COP) 0.1 $232k 1.8k 132.00
Wal-Mart Stores (WMT) 0.1 $228k 1.8k 124.28
Global X Fds Global X Silver (SIL) 0.1 $225k 2.5k 90.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $215k 3.8k 56.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $213k 1.9k 113.11
Starbucks Corporation (SBUX) 0.1 $210k 2.3k 89.59
Tesla Motors (TSLA) 0.1 $209k 562.00 371.75