Midwest Financial Partners Investments, Inc. — 13F Holdings & Portfolio
CIK 1968851 · latest 13F-HR filed 2026-04-23
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$188.6M
Long-equity book
Holdings
76
Distinct positions
Period
2026-03-31
Filed 2026-04-23
Q/Q Activity
+9 / −2 / ↑27 / ↓21
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD TAX-MANAGED FDS$1.5M +41.9%
- ISHARES TR$1.5M +82.6%
- VANGUARD INDEX FDS$1.5M +7.7%
- VANGUARD INDEX FDS$1.4M +13.6%
- VANGUARD INTL EQUITY INDEX F$991.4K +7.9%
Top Trims
- ARK ETF TR-$1.7M -19.6%
- MICROSOFT CORP-$1.5M -24.4%
- APPLE INC-$838.4K -12.3%
- NVIDIA CORPORATION-$675.0K -18.0%
- BOSTON SCIENTIFIC CORP-$424.9K -48.9%
New Positions
- CASEYS GEN STORES INC$404.0K
- ISHARES SILVER TR$337.3K
- ISHARES BITCOIN TRUST ETF$331.6K
- SPDR GOLD TR$314.1K
- EXXON MOBIL CORP$267.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | JPIB | 46641Q852 | $21.8M | 11.56% | 455,947 | SH |
| 2 | VANGUARD INDEX FDS | VTV | 922908744 | $20.3M | 10.79% | 103,659 | SH |
| 3 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $13.6M | 7.20% | 251,169 | SH |
| 4 | PUTNAM ETF TRUST | FTMN | 746729813 | $12.7M | 6.73% | 1,453,336 | SH |
| 5 | VANGUARD INDEX FDS | VOO | 922908363 | $12.1M | 6.42% | 20,259 | SH |
| 6 | FRANKLIN TEMPLETON ETF TR | FLMI | 35473P868 | $11.6M | 6.16% | 468,525 | SH |
| 7 | ARK ETF TR | ARKF | 00214Q708 | $7.1M | 3.75% | 186,264 | SH |
| 8 | ISHARES TR | ESGU | 46435G425 | $6.0M | 3.19% | 42,544 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $6.0M | 3.16% | 23,454 | SH |
| 10 | ARK ETF TR | ARKG | 00214Q302 | $5.5M | 2.93% | 209,416 | SH |
| 11 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.2M | 2.78% | 81,829 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $4.6M | 2.45% | 12,476 | SH |
| 13 | VANGUARD INDEX FDS | VB | 922908751 | $4.1M | 2.19% | 15,758 | SH |
| 14 | ISHARES TR | ESGD | 46435G516 | $4.0M | 2.14% | 42,132 | SH |
| 15 | ISHARES TR | SGOV | 46436E718 | $3.4M | 1.79% | 33,526 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.1M | 1.63% | 17,606 | SH |
| 17 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $2.8M | 1.46% | 18,886 | SH |
| 18 | VANGUARD INDEX FDS | VUG | 922908736 | $2.6M | 1.39% | 6,016 | SH |
| 19 | ISHARES TR | CRBN | 46434V464 | $2.5M | 1.35% | 11,394 | SH |
| 20 | ISHARES TR | ESML | 46435U663 | $2.1M | 1.09% | 43,881 | SH |
| 21 | ISHARES TR | EAGG | 46435U549 | $2.0M | 1.05% | 41,596 | SH |
| 22 | BIO-TECHNE CORP | TECH | 09073M104 | $2.0M | 1.04% | 37,613 | SH |
| 23 | ISHARES INC | ESGE | 46434G863 | $1.9M | 1.00% | 41,432 | SH |
| 24 | ISHARES TR | IBAT | 46438G737 | $1.9M | 1.00% | 55,025 | SH |
| 25 | GLOBAL X FDS | ZAP | 37960A370 | $1.8M | 0.94% | 54,946 | SH |
| 26 | VANGUARD INDEX FDS | VO | 922908629 | $1.8M | 0.93% | 6,132 | SH |
| 27 | EXCHANGE TRADED CONCEPTS TRU | NUKZ | 301505475 | $1.7M | 0.91% | 26,211 | SH |
| 28 | ISHARES TR | SUSC | 46435G193 | $1.6M | 0.83% | 67,772 | SH |
| 29 | HONEYWELL INTL INC | HON | 438516106 | $1.3M | 0.71% | 5,931 | SH |
| 30 | ALPHABET INC | GOOG | 02079K107 | $1.2M | 0.63% | 4,156 | SH |
| 31 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $959.9K | 0.51% | 1,476 | SH |
| 32 | HEICO CORP NEW | HEI | 422806109 | $954.2K | 0.51% | 3,480 | SH |
| 33 | ISHARES TR | BGRN | 46435U440 | $902.1K | 0.48% | 19,003 | SH |
| 34 | AMGEN INC | AMGN | 031162100 | $825.4K | 0.44% | 2,346 | SH |
| 35 | HEICO CORP NEW | HEI.A | 422806208 | $725.7K | 0.38% | 3,438 | SH |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.38% | 1 | SH |
| 37 | ALPHABET INC | GOOGL | 02079K305 | $709.7K | 0.38% | 2,468 | SH |
| 38 | 3M CO | MMM | 88579Y101 | $699.9K | 0.37% | 4,819 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $577.1K | 0.31% | 1,000 | SH |
| 40 | VANGUARD MUN BD FDS | VTEB | 922907746 | $556.3K | 0.29% | 11,150 | SH |
| 41 | DEERE & CO | DE | 244199105 | $534.6K | 0.28% | 949 | SH |
| 42 | JPMORGAN CHASE & CO | JPM | 46625H100 | $532.1K | 0.28% | 1,809 | SH |
| 43 | ISHARES TR | ILCG | 464287119 | $525.6K | 0.28% | 5,505 | SH |
| 44 | BROADCOM INC | AVGO | 11135F101 | $510.4K | 0.27% | 1,649 | SH |
| 45 | ISHARES TR | SUSB | 46435G243 | $506.8K | 0.27% | 20,220 | SH |
| 46 | AMAZON COM INC | AMZN | 023135106 | $466.9K | 0.25% | 2,242 | SH |
| 47 | ILLUMINA INC | ILMN | 452327109 | $449.8K | 0.24% | 3,649 | SH |
| 48 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $444.3K | 0.24% | 7,080 | SH |
| 49 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $420.5K | 0.22% | 1,554 | SH |
| 50 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $418.9K | 0.22% | 7,035 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $188.6M | 76 | 0001172661-26-001527 |
| 2025-12-31 | 2026-02-06 | $180.0M | 69 | 0001172661-26-000523 |