Midwest Financial Partners Investments, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$188.6M
Q ending 2026-03-31
Prior quarter
$180.0M
Q ending 2025-12-31
Change
+4.8% QoQ
Positions
76
reported holdings
Largest positions
All 76 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| J P Morgan Exchange Traded F | JPIB | Shares | $21.8M | 456K |
| Vanguard Index Fds | VTV | Shares | $20.3M | 104K |
| Vanguard Intl Equity Index F | VWO | Shares | $13.6M | 251K |
| Putnam Etf Trust | FTMN | Shares | $12.7M | 1.5M |
| Vanguard Index Fds | VOO | Shares | $12.1M | 20K |
| Franklin Templeton Etf Tr | FLMI | Shares | $11.6M | 469K |
| Ark Etf Tr | ARKF | Shares | $7.1M | 186K |
| Ishares Tr | ESGU | Shares | $6.0M | 43K |
| Apple Inc | AAPL | Shares | $6.0M | 23K |
| Ark Etf Tr | ARKG | Shares | $5.5M | 209K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.2M | 82K |
| Microsoft Corp | MSFT | Shares | $4.6M | 12K |
| Vanguard Index Fds | VB | Shares | $4.1M | 16K |
| Ishares Tr | ESGD | Shares | $4.0M | 42K |
| Ishares Tr | SGOV | Shares | $3.4M | 34K |
| Nvidia Corporation | NVDA | Shares | $3.1M | 18K |
| Vanguard Intl Equity Index F | VSS | Shares | $2.8M | 19K |
| Vanguard Index Fds | VUG | Shares | $2.6M | 6K |
| Ishares Tr | CRBN | Shares | $2.5M | 11K |
| Ishares Tr | ESML | Shares | $2.1M | 44K |
| Ishares Tr | EAGG | Shares | $2.0M | 42K |
| Bio-Techne Corp | TECH | Shares | $2.0M | 38K |
| Ishares Inc | ESGE | Shares | $1.9M | 41K |
| Ishares Tr | IBAT | Shares | $1.9M | 55K |
| Global X Fds | ZAP | Shares | $1.8M | 55K |
| Vanguard Index Fds | VO | Shares | $1.8M | 6K |
| Exchange Traded Concepts Tru | NUKZ | Shares | $1.7M | 26K |
| Ishares Tr | SUSC | Shares | $1.6M | 68K |
| Honeywell Intl Inc | HONGBP | Shares | $1.3M | 6K |
| Alphabet Inc | GOOG | Shares | $1.2M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $960K | 1K |
| Heico Corp New | HEI | Shares | $954K | 3K |
| Ishares Tr | BGRN | Shares | $902K | 19K |
| Amgen Inc | AMGN | Shares | $825K | 2K |
| Heico Corp New | HEI/A | Shares | $726K | 3K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Alphabet Inc | GOOGL | Shares | $710K | 2K |
| 3M Co | MMM | Shares | $700K | 5K |
| Invesco Qqq Tr | QQQ | Shares | $577K | 1K |
| Vanguard Mun Bd Fds | VTEB | Shares | $556K | 11K |
| Deere & Co | DE | Shares | $535K | 949 |
| Jpmorgan Chase & Co | JPM | Shares | $532K | 2K |
| Ishares Tr | ILCG | Shares | $526K | 6K |
| Broadcom Inc | AVGO | Shares | $510K | 2K |
| Ishares Tr | SUSB | Shares | $507K | 20K |
| Amazon Com Inc | AMZN | Shares | $467K | 2K |
| Illumina Inc | ILMN | Shares | $450K | 4K |
| Boston Scientific Corp | BSX | Shares | $444K | 7K |
| Unitedhealth Group Inc | UNH | Shares | $420K | 2K |
| Vanguard Scottsdale Fds | VGIT | Shares | $419K | 7K |
| Ishares Tr | IJR | Shares | $411K | 3K |
| Ishares Tr | IJH | Shares | $405K | 6K |
| Caseys Gen Stores Inc | CASY | Shares | $404K | 555 |
| American Express Co | AXP | Shares | $395K | 1K |
| Ishares Inc | IEMG | Shares | $380K | 5K |
| Ishares Tr | IEFA | Shares | $379K | 4K |
| Boeing Co | BA | Shares | $366K | 2K |
| Visa Inc | V | Shares | $353K | 1K |
| Pepsico Inc | PEP | Shares | $346K | 2K |
| Ishares Silver Tr | SLV | Shares | $337K | 5K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $332K | 9K |
| Nucor Corp | NUE | Shares | $323K | 2K |
| Johnson & Johnson | JNJ | Shares | $316K | 1K |
| Spdr Gold Tr | GLD | Shares | $314K | 730 |
| Oracle Corp | ORCL | Shares | $297K | 2K |
| Spdr Index Shs Fds | SPDW | Shares | $286K | 6K |
| Exxon Mobil Corp | XOM | Shares | $267K | 2K |
| Yum Brands Inc | YUM | Shares | $246K | 2K |
| Ametek Inc | AME | Shares | $236K | 1K |
| Conocophillips | COP | Shares | $232K | 2K |
| Walmart Inc | WMT | Shares | $228K | 2K |
| Global X Fds | SIL | Shares | $225K | 3K |
| Ishares Tr | EEM | Shares | $215K | 4K |
| Ishares Tr | IVW | Shares | $213K | 2K |
| Starbucks Corp | SBUX | Shares | $210K | 2K |
| Tesla Inc | TSLA | Shares | $209K | 562 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.