Midwest Financial Partners Investments, Inc. 13F Holdings · Q3 2026
Midwest Financial Partners Investments, Inc. reported 80 securities worth $260.09M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: VTV (9.93%), JPIB (9.29%), TFLO (8.20%). Among its top 25 positions this quarter: 14 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $25.8M | 9.93% | 119,525 | Added |
| 2 | JPIB | J P MORGAN EXCHANGE TRADED F | $24.2M | 9.29% | 517,558 | Added |
| 3 | TFLO | ISHARES TR | $21.3M | 8.20% | 420,997 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $17.3M | 6.65% | 24,686 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $17.1M | 6.56% | 287,813 | Added |
| 6 | FTMN | PUTNAM ETF TRUST | $15.7M | 6.03% | 1.9M | Added |
| 7 | FLMI | FRANKLIN TEMPLETON ETF TR | $13.2M | 5.09% | 568,023 | Added |
| 8 | ARKG | ARK ETF TR | $11.1M | 4.28% | 205,204 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $9.5M | 3.64% | 134,015 | Added |
| 10 | ARKF | ARK ETF TR | $8.6M | 3.31% | 188,920 | Trimmed |
| 11 | AAPL | APPLE INC | $7.4M | 2.85% | 22,285 | Trimmed |
| 12 | ESGU | ISHARES TR | $6.7M | 2.59% | 40,427 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $6.1M | 2.34% | 11,873 | Trimmed |
| 14 | VUG | VANGUARD INDEX FDS | $5.9M | 2.26% | 65,365 | Added |
| 15 | SGOV | ISHARES TR | $5.5M | 2.13% | 55,048 | Added |
| 16 | ESGD | ISHARES TR | $4.3M | 1.66% | 41,990 | Trimmed |
| 17 | VB | VANGUARD INDEX FDS | $4.3M | 1.64% | 15,028 | Trimmed |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | $4.1M | 1.57% | 26,273 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $3.9M | 1.50% | 17,049 | Trimmed |
| 20 | VO | VANGUARD INDEX FDS | $3.7M | 1.42% | 47,124 | Added |
| 21 | CRBN | ISHARES TR | $3.1M | 1.21% | 12,288 | Added |
| 22 | IBAT | ISHARES TR | $2.3M | 0.87% | 55,856 | Trimmed |
| 23 | EAGG | ISHARES TR | $2.2M | 0.84% | 48,441 | Added |
| 24 | ESGE | ISHARES INC | $2.1M | 0.81% | 38,902 | Trimmed |
| 25 | ESML | ISHARES TR | $2.0M | 0.76% | 38,238 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR