Midwest Financial Partners Investments, Inc. Portfolio Stock Holdings
Midwest Financial Partners Investments, Inc. disclosed 76 stock positions valued at approximately $188.6 million in its latest SEC 13F filing. The largest holdings include J P MORGAN EXCHANGE TRADED F, VANGUARD INDEX FDS, and VANGUARD INTL EQUITY INDEX F. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 76
- Portfolio Value
- $188.6M
Holdings by Sector
Midwest Financial Partners Investments, Inc. Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 11.56% | 455,947 | +28,882 | +6.76% | $21,803,386 |
| VANGUARD INDEX FDS | VTV | Other | 10.79% | 103,659 | +4,772 | +4.83% | $20,337,896 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 7.20% | 251,169 | +17,087 | +7.30% | $13,575,703 |
| VANGUARD INDEX FDS | VOO | Other | 6.42% | 20,259 | +3,267 | +19.23% | $12,105,766 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 6.16% | 468,525 | +26,970 | +6.11% | $11,614,735 |
| ARK ETF TR | ARKF | Other | 3.75% | 186,264 | +1,333 | +0.72% | $7,079,902 |
| ISHARES TR | ESGU | Other | 3.19% | 42,544 | +2,379 | +5.92% | $6,016,573 |
| APPLE INC | AAPL | Technology | 3.16% | 23,454 | -1,525 | -6.11% | $5,952,391 |
| ARK ETF TR | ARKG | Other | 2.93% | 209,416 | +4,230 | +2.06% | $5,532,778 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.78% | 81,829 | +22,694 | +38.38% | $5,243,603 |
| MICROSOFT CORP | MSFT | Technology | 2.45% | 12,476 | -158 | -1.25% | $4,618,256 |
| VANGUARD INDEX FDS | VB | Other | 2.19% | 15,758 | -409 | -2.53% | $4,127,336 |
| ISHARES TR | ESGD | Other | 2.14% | 42,132 | +2,733 | +6.94% | $4,028,662 |
| ISHARES TR | SGOV | Other | 1.79% | 33,526 | +15,111 | +82.06% | $3,374,728 |
| NVIDIA CORPORATION | NVDA | Technology | 1.63% | 17,606 | -2,477 | -12.33% | $3,070,487 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.46% | 18,886 | +3,559 | +23.22% | $2,753,390 |
| VANGUARD INDEX FDS | VUG | Other | 1.39% | 6,016 | +2,463 | +69.32% | $2,627,729 |
| ISHARES TR | CRBN | Other | 1.35% | 11,394 | +405 | +3.69% | $2,538,678 |
| ISHARES TR | ESML | Other | 1.09% | 43,881 | +206 | +0.47% | $2,063,285 |
| ISHARES TR | EAGG | Other | 1.05% | 41,596 | +4,304 | +11.54% | $1,977,890 |
| BIO-TECHNE CORP | TECH | Healthcare | 1.04% | 37,613 | -2,334 | -5.84% | $1,965,656 |
| ISHARES INC | ESGE | Other | 1.00% | 41,432 | +1,404 | +3.51% | $1,883,914 |
| VANGUARD INDEX FDS | VO | Other | 0.93% | 6,132 | +2,353 | +62.27% | $1,760,988 |
| ISHARES TR | SUSC | Other | 0.83% | 67,772 | +7,150 | +11.79% | $1,568,089 |
| HONEYWELL INTL INC | HON | Industrials | 0.71% | 5,931 | - | - | $1,340,584 |
| ALPHABET INC | GOOG | Communication Services | 0.63% | 4,156 | +33 | +0.80% | $1,192,191 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.51% | 1,476 | +10 | +0.68% | $959,902 |
| HEICO CORP NEW | HEI | Industrials | 0.51% | 3,480 | - | - | $954,216 |
| ISHARES TR | BGRN | Other | 0.48% | 19,003 | +1,371 | +7.78% | $902,103 |
| AMGEN INC | AMGN | Healthcare | 0.44% | 2,346 | - | - | $825,441 |
| HEICO CORP NEW | HEI-A | Industrials | 0.38% | 3,438 | - | - | $725,728 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.38% | 1 | - | - | $718,140 |
| ALPHABET INC | GOOGL | Communication Services | 0.38% | 2,468 | +315 | +14.63% | $709,699 |
| 3M CO | MMM | Industrials | 0.37% | 4,819 | - | - | $699,864 |
| INVESCO QQQ TR | QQQ | Other | 0.31% | 1,000 | +90 | +9.89% | $577,056 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.29% | 11,150 | +1,286 | +13.04% | $556,274 |
| DEERE & CO | DE | Industrials | 0.28% | 949 | -42 | -4.24% | $534,572 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.28% | 1,809 | - | - | $532,136 |
| ISHARES TR | ILCG | Other | 0.28% | 5,505 | - | - | $525,618 |
| BROADCOM INC | AVGO | Technology | 0.27% | 1,649 | - | - | $510,382 |
| ISHARES TR | SUSB | Other | 0.27% | 20,220 | +2,106 | +11.63% | $506,815 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.25% | 2,242 | +28 | +1.26% | $466,942 |
| ILLUMINA INC | ILMN | Healthcare | 0.24% | 3,649 | -13 | -0.35% | $449,776 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.24% | 7,080 | -2,036 | -22.33% | $444,270 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.22% | 1,554 | +180 | +13.10% | $420,497 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.22% | 7,035 | -66 | -0.93% | $418,935 |
| ISHARES TR | IJR | Other | 0.22% | 3,302 | - | - | $410,529 |
| ISHARES TR | IJH | Other | 0.21% | 5,997 | - | - | $404,956 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.21% | 555 | +555 | +100.00% | $403,963 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.21% | 1,307 | +185 | +16.49% | $395,342 |
| ISHARES INC | IEMG | Other | 0.20% | 5,449 | - | - | $380,068 |
| ISHARES TR | IEFA | Other | 0.20% | 4,189 | - | - | $379,231 |
| BOEING CO | BA | Industrials | 0.19% | 1,837 | - | - | $365,619 |
| VISA INC | V | Financial Services | 0.19% | 1,167 | - | - | $352,715 |
| PEPSICO INC | PEP | Consumer Defensive | 0.18% | 2,227 | - | - | $345,831 |
| ISHARES SILVER TR | SLV | Other | 0.18% | 4,950 | +4,950 | +100.00% | $337,293 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.18% | 8,630 | +8,630 | +100.00% | $331,565 |
| NUCOR CORP | NUE | Basic Materials | 0.17% | 1,908 | - | - | $322,643 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 1,293 | - | - | $316,061 |
| SPDR GOLD TR | GLD | Other | 0.17% | 730 | +730 | +100.00% | $314,112 |
| ORACLE CORP | ORCL | Technology | 0.16% | 2,016 | - | - | $296,574 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.15% | 6,270 | - | - | $286,226 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 1,575 | +1,575 | +100.00% | $267,153 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.13% | 1,585 | - | - | $246,436 |
| AMETEK INC | AME | Industrials | 0.13% | 1,100 | - | - | $235,796 |
| CONOCOPHILLIPS | COP | Energy | 0.12% | 1,760 | +1,760 | +100.00% | $232,320 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 1,834 | -75 | -3.93% | $227,930 |
| GLOBAL X FDS | SIL | Other | 0.12% | 2,500 | +2,500 | +100.00% | $225,200 |
| ISHARES TR | EEM | Other | 0.11% | 3,787 | - | - | $215,064 |
| ISHARES TR | IVW | Other | 0.11% | 1,880 | - | - | $212,647 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.11% | 2,343 | +2,343 | +100.00% | $209,910 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 562 | +562 | +100.00% | $208,924 |