Midwest Financial Partners Investments, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Midwest Financial Partners Investments, Inc. disclosed 80 stock positions valued at approximately $260.09M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $260.09M
Holdings by Sector
Midwest Financial Partners Investments, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 9.93% | 119,525 | +7,939 | +7.11% | $25,826,962 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 9.29% | 517,558 | +34,914 | +7.23% | $24,169,959 |
| ISHARES TR | TFLO | Other | 8.20% | 420,997 | +50,517 | +13.64% | $21,331,918 |
| VANGUARD INDEX FDS | VOO | Other | 6.65% | 24,686 | +2,151 | +9.55% | $17,301,430 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.56% | 287,813 | +17,992 | +6.67% | $17,070,209 |
| PUTNAM ETF TRUST | FTMN | Other | 6.03% | 1,916,223 | +141,112 | +7.95% | $15,693,867 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 5.09% | 568,023 | +33,054 | +6.18% | $13,246,297 |
| ARK ETF TR | ARKG | Other | 4.28% | 205,204 | -6,182 | -2.92% | $11,126,163 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.64% | 134,015 | +29,883 | +28.70% | $9,462,800 |
| ARK ETF TR | ARKF | Other | 3.31% | 188,920 | -612 | -0.32% | $8,601,525 |
| APPLE INC | AAPL | Technology | 2.85% | 22,285 | -1,139 | -4.86% | $7,421,351 |
| ISHARES TR | ESGU | Other | 2.59% | 40,427 | -1,973 | -4.65% | $6,743,224 |
| MICROSOFT CORP | MSFT | Technology | 2.34% | 11,873 | -69 | -0.58% | $6,089,732 |
| VANGUARD INDEX FDS | VUG | Other | 2.26% | 65,365 | +15,823 | +31.94% | $5,890,041 |
| ISHARES TR | SGOV | Other | 2.13% | 55,048 | +27,223 | +97.84% | $5,542,233 |
| ISHARES TR | ESGD | Other | 1.66% | 41,990 | -1,265 | -2.92% | $4,327,070 |
| VANGUARD INDEX FDS | VB | Other | 1.64% | 15,028 | -448 | -2.89% | $4,275,316 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.57% | 26,273 | +3,549 | +15.62% | $4,078,923 |
| NVIDIA CORPORATION | NVDA | Technology | 1.50% | 17,049 | -16 | -0.09% | $3,893,651 |
| VANGUARD INDEX FDS | VO | Other | 1.42% | 47,124 | +12,478 | +36.02% | $3,695,465 |
| ISHARES TR | CRBN | Other | 1.21% | 12,288 | +359 | +3.01% | $3,147,494 |
| ISHARES TR | IBAT | Other | 0.87% | 55,856 | -765 | -1.35% | $2,259,527 |
| ISHARES TR | EAGG | Other | 0.84% | 48,441 | +6,163 | +14.58% | $2,191,956 |
| ISHARES INC | ESGE | Other | 0.81% | 38,902 | -2,096 | -5.11% | $2,106,933 |
| ISHARES TR | ESML | Other | 0.76% | 38,238 | -4,135 | -9.76% | $1,988,376 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.76% | 27,291 | -2,060 | -7.02% | $1,977,779 |
| GLOBAL X FDS | ZAP | Other | 0.68% | 58,082 | +327 | +0.57% | $1,768,597 |
| EXCHANGE TRADED CONCEPTS TRU | NUKZ | Other | 0.65% | 28,254 | +513 | +1.85% | $1,701,739 |
| ISHARES TR | SUSC | Other | 0.54% | 63,479 | +2,070 | +3.37% | $1,393,047 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.44% | 1,509 | +6 | +0.40% | $1,150,809 |
Showing 30 of 80 holdings in the latest reporting period.