Midwest Financial Partners Investments

Midwest Financial Partners Investments as of June 30, 2026

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 112k 217.93
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 9.7 $23M 483k 48.35
Ishares Tr TRS FLT RT BD (TFLO) 7.8 $19M 371k 50.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.7 $16M 270k 59.69
Putnam Etf Trust Frank Minn Etf (FTMN) 6.6 $16M 1.8M 8.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $16M 23k 686.81
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 5.6 $14M 535k 25.17
Ark Etf Tr Genomic Rev Etf (ARKG) 3.7 $8.9M 211k 42.06
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 104k 71.25
Ishares Tr Esg Awr Msci Usa (ESGU) 2.9 $6.9M 42k 163.67
Apple (AAPL) 2.8 $6.8M 23k 289.36
Vanguard Index Fds Small Cp Etf (VB) 1.9 $4.7M 16k 303.12
Microsoft Corporation (MSFT) 1.9 $4.5M 12k 373.02
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.8 $4.4M 43k 102.81
Vanguard Index Fds Growth Etf (VUG) 1.8 $4.3M 50k 86.14
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.5 $3.5M 23k 154.29
NVIDIA Corporation (NVDA) 1.4 $3.4M 17k 200.09
Ishares Tr Low Ca Op Ms Etf (CRBN) 1.3 $3.0M 12k 252.97
Ishares Tr 0-3 Mth Treasury (SGOV) 1.2 $2.8M 28k 100.67
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.8M 35k 80.57
Ishares Tr Energy Strg & Ma (IBAT) 1.1 $2.6M 57k 45.06
Ishares Tr Esg Aware Msci (ESML) 1.0 $2.4M 42k 55.93
Ishares Esg Awr Msci Em (ESGE) 0.9 $2.2M 41k 54.69
Bio-techne Corporation (TECH) 0.9 $2.1M 29k 70.65
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.8 $2.0M 42k 47.41
Global X Fds U S Elect Etf (ZAP) 0.8 $2.0M 58k 34.61
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ) 0.8 $1.9M 28k 68.16
Ishares Tr Esg Awre Usd Etf (SUSC) 0.6 $1.4M 61k 23.15
HEICO Corporation (HEI) 0.5 $1.2M 3.5k 356.19
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.2M 3.5k 353.33
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.1M 1.5k 746.77
Ishares Tr Usd Grn Bond Etf (BGRN) 0.4 $898k 19k 47.47
Heico Corp Cl A (HEI.A) 0.4 $887k 3.4k 257.91
Amgen (AMGN) 0.4 $850k 2.3k 362.12
Alphabet Cap Stk Cl A (GOOGL) 0.3 $828k 2.3k 357.37
3M Company (MMM) 0.3 $780k 4.8k 161.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $749k 1.00 748850.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $736k 1.0k 736.24
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $680k 13k 50.58
Honeywell International (HON) 0.3 $662k 3.0k 223.90
Honeywell Aerospace (HONA) 0.3 $653k 3.0k 221.08
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $652k 26k 24.99
Ishares Tr Morningstar Grwt (ILCG) 0.3 $644k 5.5k 117.02
Illumina (ILMN) 0.3 $642k 3.6k 175.83
Broadcom (AVGO) 0.3 $629k 1.7k 377.75
UnitedHealth (UNH) 0.3 $604k 1.5k 415.63
Deere & Company (DE) 0.3 $602k 949.00 634.33
JPMorgan Chase & Co. (JPM) 0.2 $595k 1.8k 327.33
Amazon (AMZN) 0.2 $530k 2.2k 238.34
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
American Express Company (AXP) 0.2 $442k 1.3k 338.25
Casey's General Stores (CASY) 0.2 $441k 555.00 794.79
Nucor Corporation (NUE) 0.2 $425k 1.9k 222.75
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $419k 7.1k 58.98
Ishares Tr Core Msci Eafe (IEFA) 0.2 $407k 4.2k 96.58
Visa Com Cl A (V) 0.2 $399k 1.2k 343.09
Boeing Company (BA) 0.2 $398k 1.8k 216.47
Starbucks Corporation (SBUX) 0.2 $396k 3.9k 102.19
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $377k 4.9k 77.11
Boston Scientific Corporation (BSX) 0.1 $336k 7.9k 42.68
Johnson & Johnson (JNJ) 0.1 $328k 1.3k 253.97
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $316k 6.3k 50.39
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $312k 6.4k 48.43
Pepsi (PEP) 0.1 $302k 2.2k 135.40
Oracle Corporation (ORCL) 0.1 $295k 2.0k 146.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $287k 8.6k 33.29
Advanced Micro Devices (AMD) 0.1 $286k 493.00 580.91
Abbvie (ABBV) 0.1 $286k 1.1k 251.64
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $280k 587.00 477.57
Cisco Systems (CSCO) 0.1 $266k 2.3k 117.46
Ametek (AME) 0.1 $266k 1.1k 241.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $259k 3.8k 68.41
Yum! Brands (YUM) 0.1 $253k 1.6k 159.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $241k 6.7k 36.13
Eli Lilly & Co. (LLY) 0.1 $221k 184.00 1199.43
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $219k 1.6k 137.53
Exxon Mobil Corporation (XOM) 0.1 $215k 1.6k 136.69
Wal-Mart Stores (WMT) 0.1 $208k 1.8k 113.26