Midwest Financial Partners Investments, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Midwest Financial Partners Investments, Inc. disclosed 75 stock positions valued at approximately $240.79M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $240.79M
Holdings by Sector
Midwest Financial Partners Investments, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 10.10% | 111,586 | +7,927 | +7.65% | $24,317,937 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 9.69% | 482,644 | +26,697 | +5.86% | $23,335,838 |
| ISHARES TR | TFLO | Other | 7.79% | 370,480 | +370,480 | +100.00% | $18,757,403 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 6.69% | 269,821 | +18,652 | +7.43% | $16,105,636 |
| VANGUARD INDEX FDS | VOO | Other | 6.43% | 22,535 | +2,276 | +11.23% | $15,477,264 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 5.59% | 534,969 | +66,444 | +14.18% | $13,465,170 |
| ARK ETF TR | ARKG | Other | 3.69% | 211,386 | +1,970 | +0.94% | $8,890,907 |
| ARK ETF TR | ARKF | Other | 3.11% | 189,532 | +3,268 | +1.75% | $7,478,941 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.08% | 104,132 | +22,303 | +27.26% | $7,419,405 |
| ISHARES TR | ESGU | Other | 2.88% | 42,400 | -144 | -0.34% | $6,939,608 |
| APPLE INC | AAPL | Technology | 2.81% | 23,424 | -30 | -0.13% | $6,777,969 |
| VANGUARD INDEX FDS | VB | Other | 1.95% | 15,476 | -282 | -1.79% | $4,691,086 |
| MICROSOFT CORP | MSFT | Technology | 1.85% | 11,942 | -534 | -4.28% | $4,454,640 |
| ISHARES TR | ESGD | Other | 1.85% | 43,255 | +1,123 | +2.67% | $4,447,047 |
| VANGUARD INDEX FDS | VUG | Other | 1.77% | 49,542 | +43,526 | +723.50% | $4,267,548 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 1.46% | 22,724 | +3,838 | +20.32% | $3,506,086 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 17,065 | -541 | -3.07% | $3,414,536 |
| ISHARES TR | CRBN | Other | 1.25% | 11,929 | +535 | +4.70% | $3,017,680 |
| ISHARES TR | SGOV | Other | 1.16% | 27,825 | -5,701 | -17.00% | $2,801,143 |
| VANGUARD INDEX FDS | VO | Other | 1.16% | 34,646 | +28,514 | +465.00% | $2,791,429 |
| ISHARES TR | ESML | Other | 0.98% | 42,373 | -1,508 | -3.44% | $2,369,922 |
| ISHARES INC | ESGE | Other | 0.93% | 40,998 | -434 | -1.05% | $2,242,181 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.86% | 29,351 | -8,262 | -21.97% | $2,073,649 |
| ISHARES TR | EAGG | Other | 0.83% | 42,278 | +682 | +1.64% | $2,004,400 |
| ISHARES TR | SUSC | Other | 0.59% | 61,409 | -6,363 | -9.39% | $1,421,705 |
| HEICO CORP NEW | HEI | Industrials | 0.51% | 3,480 | - | - | $1,239,542 |
| ALPHABET INC | GOOG | Communication Services | 0.51% | 3,492 | -664 | -15.98% | $1,233,829 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.47% | 1,503 | +27 | +1.83% | $1,122,396 |
| ISHARES TR | BGRN | Other | 0.37% | 18,921 | -82 | -0.43% | $898,228 |
| HEICO CORP NEW | HEI-A | Industrials | 0.37% | 3,438 | - | - | $886,695 |
Showing 30 of 75 holdings in the latest reporting period.