Midwest Trust Co 13F Holdings · Q2 2026
Midwest Trust Co reported 606 securities worth $8.83B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (4.70%), NVDA (3.91%), MSFT (3.42%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $414.5M | 4.70% | 1.4M | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $345.6M | 3.91% | 1.7M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $301.5M | 3.42% | 808,387 | Added |
| 4 | VO | VANGUARD INDEX FDS | $291.7M | 3.30% | 3.6M | Added |
| 5 | GOOGL | ALPHABET INC | $236.4M | 2.68% | 661,508 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $219.9M | 2.49% | 922,568 | Trimmed |
| 7 | AVGO | BROADCOM INC | $201.8M | 2.29% | 534,193 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $167.7M | 1.90% | 512,205 | Added |
| 9 | CAT | CATERPILLAR INC | $151.5M | 1.72% | 142,243 | Trimmed |
| 10 | GVI | ISHARES TR | $143.3M | 1.62% | 1.4M | Added |
| 11 | GOOG | ALPHABET INC | $135.6M | 1.54% | 383,766 | Trimmed |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $126.5M | 1.43% | 1.8M | Added |
| 13 | ABBV | ABBVIE INC | $123.2M | 1.40% | 489,495 | Added |
| 14 | CSCO | CISCO SYS INC | $121.1M | 1.37% | 1.0M | Trimmed |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $112.3M | 1.27% | 224,463 | Added |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $109.4M | 1.24% | 1.3M | Trimmed |
| 17 | META | META PLATFORMS INC | $96.1M | 1.09% | 170,676 | Added |
| 18 | XOM | EXXON MOBIL CORP | $96.6M | 1.09% | 706,838 | Trimmed |
| 19 | MRK | MERCK & CO INC | $94.9M | 1.08% | 738,473 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $92.3M | 1.05% | 123,646 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $92.8M | 1.05% | 135,179 | Trimmed |
| 22 | WMT | WALMART INC | $91.4M | 1.03% | 806,574 | Trimmed |
| 23 | V | VISA INC | $89.3M | 1.01% | 260,271 | Added |
| 24 | ETN | EATON CORP PLC | $88.5M | 1.00% | 207,784 | Trimmed |
| 25 | RTX | RTX CORPORATION | $86.1M | 0.97% | 453,609 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR