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Midwest Financial Partners Investments, Inc. Portfolio
$260.1M across 80 positions as of 2026-09-30, with 63% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.4% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTVVanguard Value ETF | $25.8M | 9.9% | 119,525 |
| J P MORGAN EXCHANGE TRADED F | $24.2M | 9.3% | 517,558 |
| TFLOiShares Treasury Floating Rate Bond ETF | $21.3M | 8.2% | 420,997 |
| VOOVanguard S&P 500 ETF | $17.3M | 6.7% | 24,686 |
| VWOVanguard FTSE Emerging Markets ETF | $17.1M | 6.6% | 287,813 |
| PUTNAM ETF TRUST | $15.7M | 6.0% | 1,916,223 |
| FLMIFranklin Dynamic Municipal Bond ETF | $13.2M | 5.1% | 568,023 |
| ARKGARK ETF TR | $11.1M | 4.3% | 205,204 |
| VEAVanguard FTSE Developed Markets ETF | $9.5M | 3.6% | 134,015 |
| ARK ETF TR | $8.6M | 3.3% | 188,920 |
| AAPLApple Inc | $7.4M | 2.9% | 22,285 |
| ESGUiShares ESG Aware MSCI USA ETF | $6.7M | 2.6% | 40,427 |
| MSFTMicrosoft Corp | $6.1M | 2.3% | 11,873 |
| VUGVanguard Growth ETF | $5.9M | 2.3% | 65,365 |
| SGOViShares 0-3 Month Treasury Bond ETF | $5.5M | 2.1% | 55,048 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $4.3M | 1.7% | 41,990 |
| VBVanguard Small-Cap ETF | $4.3M | 1.6% | 15,028 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $4.1M | 1.6% | 26,273 |
| NVDANVIDIA Corp | $3.9M | 1.5% | 17,049 |
| VOVanguard Mid-Cap ETF | $3.7M | 1.4% | 47,124 |
| ISHARES TR | $3.1M | 1.2% | 12,288 |
| ISHARES TR | $2.3M | 0.9% | 55,856 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $2.2M | 0.8% | 48,441 |
| ESGEiShares ESG Aware MSCI EM ETF | $2.1M | 0.8% | 38,902 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $2M | 0.8% | 38,238 |
| TECHBio-Techne Corp | $2M | 0.8% | 27,291 |
| GLOBAL X FDS | $1.8M | 0.7% | 58,082 |
| EXCHANGE TRADED CONCEPTS TRU | $1.7M | 0.7% | 28,254 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $1.4M | 0.5% | 63,479 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.2M | 0.4% | 1,509 |
| GOOGAlphabet Inc | $1.1M | 0.4% | 3,355 |
| HEIHEICO Corp | $1.1M | 0.4% | 3,480 |
| ILMNIllumina Inc | $998.7K | 0.4% | 3,649 |
| BGRNiShares USD Green Bond ETF | $986.2K | 0.4% | 21,619 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $915K | 0.4% | 37,454 |
| MMM3M Co | $893.1K | 0.3% | 5,441 |
| AMGNAmgen Inc | $803.4K | 0.3% | 1,906 |
| HEI.AHEICO Corp | $785K | 0.3% | 3,438 |
| GOOGLAlphabet Inc | $748.4K | 0.3% | 2,175 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.3% | 1 |
| QQQInvesco QQQ Trust, Series 1 | $739.6K | 0.3% | 1,000 |
| VTEBVanguard Tax-Exempt Bond ETF | $654.5K | 0.3% | 13,819 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $643.9K | 0.2% | 5,505 |
| DEDeere & Co | $637.3K | 0.2% | 949 |
| HONHoneywell International Inc | $623.3K | 0.2% | 2,955 |
| JPMJPMorgan Chase & Co | $598.5K | 0.2% | 1,809 |
| AVGOBroadcom Inc | $583K | 0.2% | 1,660 |
| BRK.BBerkshire Hathaway Inc | $579.6K | 0.2% | 1,164 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $550.3K | 0.2% | 9,712 |
| AMZNAmazon.com Inc | $547.1K | 0.2% | 2,196 |
| UNHUnitedHealth Group Inc | $533K | 0.2% | 1,452 |
| HONAHoneywell Aerospace Inc | $453.4K | 0.2% | 2,926 |
| IEMGiShares Core MSCI Emerging Markets ETF | $447.6K | 0.2% | 5,515 |
| NUENucor Corp | $446K | 0.2% | 1,908 |
| VVisa Inc | $414.3K | 0.2% | 1,153 |
| IEFAiShares Core MSCI EAFE ETF | $408.6K | 0.2% | 4,218 |
| IBITiShares Bitcoin Trust ETF | $408.5K | 0.2% | 8,630 |
| BNDXVanguard Total International Bond ETF | $407K | 0.2% | 8,684 |
| IJHiShares Core S&P Mid-Cap ETF | $387K | 0.1% | 5,379 |
| BABoeing Co | $386.2K | 0.1% | 2,076 |
| BSXBoston Scientific Corp | $343.3K | 0.1% | 7,865 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $314.8K | 0.1% | 6,270 |
| XOMExxonmobil Holdings Corp | $307.2K | 0.1% | 1,888 |
| AMDAdvanced Micro Devices Inc | $301.6K | 0.1% | 493 |
| JNJJohnson & Johnson | $287.8K | 0.1% | 1,087 |
| ORCLOracle Corp | $276.8K | 0.1% | 2,016 |
| AMEAMETEK Inc | $272.5K | 0.1% | 1,100 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $265.5K | 0.1% | 582 |
| ABBVAbbVie Inc | $257.9K | 0.1% | 986 |
| EEMiShares MSCI Emerging Index Fund | $252.9K | 0.1% | 3,787 |
| PSXPhillips 66 | $243.3K | 0.1% | 953 |
| CSCOCisco Systems Inc | $240.6K | 0.1% | 2,235 |
| IVWiShares S&P 500 Growth ETF | $226.3K | 0.1% | 1,591 |
| IJRiShares Core S&P Small-Cap ETF | $224K | 0.1% | 1,646 |
| SBUXStarbucks Corp | $220.1K | 0.1% | 2,343 |
| SCHASchwab U.S. Small-Cap ETF | $217.3K | 0.1% | 6,658 |
| MEDTRONIC PLC | $216.6K | 0.1% | 2,510 |
| COPConocoPhillips | $213.3K | 0.1% | 1,704 |
| VGTVanguard Information Tech ETF | $209.1K | 0.1% | 1,664 |
| LLYEli Lilly and Co | $204.8K | 0.1% | 177 |
Quarter ending 2026-09-30.
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