Midwest Financial Partners Investments, Inc. Portfolio Stock Holdings
Midwest Financial Partners Investments, Inc. disclosed 80 stock positions valued at approximately $240.8 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, J P MORGAN EXCHANGE TRADED F, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 80
- Portfolio Value
- $240.8M
Holdings by Sector
Midwest Financial Partners Investments, Inc. Portfolio Holdings in Q2 2026
74 holdings in the latest reporting period.
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| 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 |
| AMGEN INC | AMGN | Healthcare | 0.35% | 2,346 | - | - | $849,534 |
| ALPHABET INC | GOOGL | Communication Services | 0.34% | 2,317 | -151 | -6.12% | $828,027 |
| 3M CO | MMM | Industrials | 0.32% | 4,819 | - | - | $780,245 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.31% | 1 | - | - | $748,850 |
| INVESCO QQQ TR | QQQ | Other | 0.31% | 1,000 | - | - | $736,242 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.28% | 13,434 | +2,284 | +20.48% | $679,492 |
| ISHARES TR | SUSB | Other | 0.27% | 26,084 | +5,864 | +29.00% | $651,840 |
| ISHARES TR | ILCG | Other | 0.27% | 5,505 | - | - | $644,196 |
| ILLUMINA INC | ILMN | Healthcare | 0.27% | 3,649 | - | - | $641,604 |
| BROADCOM INC | AVGO | Technology | 0.26% | 1,665 | +16 | +0.97% | $628,954 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.25% | 1,453 | -101 | -6.50% | $603,911 |
| DEERE & CO | DE | Industrials | 0.25% | 949 | - | - | $601,980 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.25% | 1,819 | +10 | +0.55% | $595,414 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.22% | 2,225 | -17 | -0.76% | $530,307 |
| ISHARES TR | IJR | Other | 0.21% | 3,337 | +35 | +1.06% | $494,979 |
| ISHARES INC | IEMG | Other | 0.19% | 5,515 | +66 | +1.21% | $456,863 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.18% | 1,307 | - | - | $442,093 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.18% | 555 | - | - | $441,109 |
| NUCOR CORP | NUE | Basic Materials | 0.18% | 1,908 | - | - | $425,007 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.17% | 7,099 | +64 | +0.91% | $418,700 |
| ISHARES TR | IEFA | Other | 0.17% | 4,218 | +29 | +0.69% | $407,375 |
| VISA INC | V | Financial Services | 0.17% | 1,164 | -3 | -0.26% | $399,357 |
| BOEING CO | BA | Industrials | 0.17% | 1,837 | - | - | $397,656 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.16% | 3,879 | +1,536 | +65.56% | $396,396 |
| ISHARES TR | IJH | Other | 0.16% | 4,883 | -1,114 | -18.58% | $376,504 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.14% | 7,870 | +790 | +11.16% | $335,892 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.14% | 1,293 | - | - | $328,384 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.13% | 6,270 | - | - | $315,946 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.13% | 6,446 | +6,446 | +100.00% | $312,180 |
| PEPSICO INC | PEP | Consumer Defensive | 0.13% | 2,227 | - | - | $301,536 |
| ORACLE CORP | ORCL | Technology | 0.12% | 2,016 | - | - | $295,445 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.12% | 8,630 | - | - | $287,293 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.12% | 493 | +493 | +100.00% | $286,389 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 1,136 | +232 | +25.66% | $285,864 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.12% | 587 | +587 | +100.00% | $280,334 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 2,266 | +2,266 | +100.00% | $266,165 |
| AMETEK INC | AME | Industrials | 0.11% | 1,100 | - | - | $266,134 |
| ISHARES TR | EEM | Other | 0.11% | 3,787 | - | - | $259,069 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.11% | 1,585 | - | - | $253,379 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.10% | 6,658 | +6,658 | +100.00% | $240,554 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 184 | +184 | +100.00% | $220,696 |
| ISHARES TR | IVW | Other | 0.09% | 1,591 | -289 | -15.37% | $218,811 |
| EXXON MOBIL CORP | XOM | Energy | 0.09% | 1,575 | - | - | $215,285 |
| WALMART INC | WMT | Consumer Defensive | 0.09% | 1,834 | - | - | $207,719 |