Midwest Trust Co Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Midwest Trust Co disclosed 630 stock positions valued at approximately $8.99B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, MICROSOFT CORP, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 630
- Portfolio Value
- $8.99B
Holdings by Sector
Midwest Trust Co Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.39% | 1,454,798 | +22,262 | +1.55% | $484,476,702 |
| MICROSOFT CORP | MSFT | Technology | 4.60% | 806,963 | -1,424 | -0.18% | $413,891,569 |
| NVIDIA CORPORATION | NVDA | Technology | 4.38% | 1,723,843 | -3,157 | -0.18% | $393,691,197 |
| VANGUARD INDEX FDS | VO | Other | 3.07% | 3,514,996 | -105,235 | -2.91% | $275,645,986 |
| ALPHABET INC | GOOGL | Communication Services | 2.51% | 655,175 | -6,333 | -0.96% | $225,432,496 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.50% | 901,279 | -21,289 | -2.31% | $224,553,663 |
| BROADCOM INC | AVGO | Technology | 1.94% | 497,152 | -37,041 | -6.93% | $174,594,670 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.88% | 509,751 | -2,454 | -0.48% | $168,641,024 |
| META PLATFORMS INC | META | Communication Services | 1.67% | 206,830 | +36,154 | +21.18% | $149,989,045 |
| ISHARES TR | GVI | Other | 1.61% | 1,401,736 | +51,459 | +3.81% | $144,476,930 |
| ALPHABET INC | GOOG | Communication Services | 1.57% | 415,150 | +31,384 | +8.18% | $141,458,267 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.45% | 1,840,438 | +65,020 | +3.66% | $129,953,301 |
| ABBVIE INC | ABBV | Healthcare | 1.42% | 487,687 | -1,808 | -0.37% | $127,574,042 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.40% | 253,589 | +29,126 | +12.98% | $126,274,643 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.27% | 702,408 | -4,430 | -0.63% | $114,316,902 |
| CATERPILLAR INC | CAT | Industrials | 1.23% | 136,747 | -5,496 | -3.86% | $110,872,987 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.14% | 1,322,423 | -6,371 | -0.48% | $102,381,989 |
| MERCK & CO INC | MRK | Healthcare | 1.13% | 697,609 | -40,864 | -5.53% | $101,369,564 |
| CISCO SYS INC | CSCO | Technology | 1.09% | 909,043 | -121,532 | -11.79% | $97,840,298 |
| VANGUARD INDEX FDS | VOO | Other | 1.06% | 136,542 | +1,363 | +1.01% | $95,696,724 |
| VISA INC | V | Financial Services | 1.04% | 261,283 | +1,012 | +0.39% | $93,886,803 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.04% | 122,572 | -1,074 | -0.87% | $93,477,084 |
| EATON CORP PLC | ETN | Industrials | 0.99% | 207,235 | -549 | -0.26% | $89,050,952 |
| WALMART INC | WMT | Consumer Defensive | 0.97% | 838,543 | +31,969 | +3.96% | $87,141,364 |
| ELI LILLY & CO | LLY | Healthcare | 0.94% | 73,312 | +5,069 | +7.43% | $84,827,891 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.94% | 898,963 | +28,949 | +3.33% | $84,520,501 |
| RTX CORPORATION | RTX | Industrials | 0.94% | 454,008 | +399 | +0.09% | $84,286,581 |
| ISHARES TR | IEFA | Other | 0.89% | 826,758 | +24,740 | +3.08% | $80,096,315 |
| ISHARES TR | IVV | Other | 0.87% | 101,667 | +1,331 | +1.33% | $77,861,672 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.86% | 84,883 | +1,615 | +1.94% | $77,272,822 |
Showing 30 of 630 holdings in the latest reporting period.