Midwest Financial Partners Investments, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, Midwest Financial Partners Investments, Inc. held in its portfolio 69 assets valued at $179,960,824 (i.e. $179.96M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($20.80M), VANGUARD INDEX FDS ($18.89M), and VANGUARD INTL EQUITY INDEX F ($12.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Midwest Financial Partners Investments, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 427065 | 20798074 | INTL BD OPP ETF |
| VANGUARD INDEX FDS | 98887 | 18886429 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 234082 | 12584267 | FTSE EMR MKT ETF |
| PUTNAM ETF TRUST | 1345273 | 11892214 | FRANKLIN MINNESO |
| FRANKLIN TEMPLETON ETF TR | 441555 | 10981473 | FRANKLIN DYN MUN |
| VANGUARD INDEX FDS | 16992 | 10656193 | S&P 500 ETF SHS |
| ARK ETF TR | 184931 | 8808273 | BLOCKCHAIN & FIN |
| APPLE INC | 24979 | 6790791 | COM |
| MICROSOFT CORP | 12634 | 6110050 | COM |
| ISHARES TR | 40165 | 5983782 | ESG AWR MSCI USA |
| ARK ETF TR | 205186 | 5944247 | GENOMIC REV ETF |
| VANGUARD INDEX FDS | 16167 | 4170278 | SMALL CP ETF |
| ISHARES TR | 39399 | 3746451 | ESG AW MSCI EAFE |
| NVIDIA CORPORATION | 20083 | 3745480 | COM |
| VANGUARD TAX-MANAGED FDS | 59135 | 3694164 | VAN FTSE DEV MKT |
| ISHARES TR | 10989 | 2533295 | LOW CARBON OPTIM |
| BIO-TECHNE CORP | 39947 | 2349284 | COM |
| VANGUARD INTL EQUITY INDEX F | 15327 | 2196819 | FTSE SMCAP ETF |
| ISHARES TR | 43675 | 2008177 | ESG AWARE MSCI |
| ISHARES TR | 18415 | 1848498 | 0-3 MNTH TREASRY |
| ISHARES TR | 37292 | 1784423 | ESG AWR US AGRGT |
| ISHARES INC | 40028 | 1768037 | ESG AWR MSCI EM |
| VANGUARD INDEX FDS | 3553 | 1733367 | GROWTH ETF |
| EXCHANGE TRADED CONCEPTS TRU | 24089 | 1529652 | RANGE NUCLEAR RE |
| GLOBAL X FDS | 52489 | 1525331 | U S ELECTRIFICAT |
| ISHARES TR | 52977 | 1519423 | ENERGY STRG & MA |
| ISHARES TR | 60622 | 1417628 | ESG AWRE USD ETF |
| ALPHABET INC | 4123 | 1293798 | CAP STK CL C |
| HONEYWELL INTL INC | 5931 | 1157079 | COM |
| HEICO CORP NEW | 3480 | 1126094 | COM |
| VANGUARD INDEX FDS | 3779 | 1096742 | MID CAP ETF |
| SPDR S&P 500 ETF TR | 1466 | 999695 | TR UNIT |
| BOSTON SCIENTIFIC CORP | 9116 | 869211 | COM |
| HEICO CORP NEW | 3438 | 867855 | CL A |
| ISHARES TR | 17632 | 845203 | USD GRN BOND ETF |
| 3M CO | 4819 | 771522 | COM |
| AMGEN INC | 2346 | 767870 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ALPHABET INC | 2153 | 673889 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 1809 | 582896 | COM |
| ISHARES TR | 5505 | 572741 | MORNINGSTAR GRWT |
| BROADCOM INC | 1649 | 570719 | COM |
| INVESCO QQQ TR | 910 | 558891 | UNIT SER 1 |
| AMAZON COM INC | 2214 | 511036 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 7462 | 510103 | SHS REP COM UT |
| VANGUARD MUN BD FDS | 9864 | 496061 | TAX EXEMPT BD |
| ILLUMINA INC | 3662 | 480308 | COM |
| DEERE & CO | 991 | 461380 | COM |
| ISHARES TR | 18114 | 457198 | ESG AWRE 1 5 YR |
| UNITEDHEALTH GROUP INC | 1374 | 453572 | COM |
| VANGUARD SCOTTSDALE FDS | 7101 | 425563 | INTER TERM TREAS |
| AMERICAN EXPRESS CO | 1122 | 415084 | COM |
| VISA INC | 1167 | 409279 | COM CL A |
| BOEING CO | 1837 | 398850 | COM |
| ISHARES TR | 3302 | 396890 | CORE S&P SCP ETF |
| ISHARES TR | 5997 | 395781 | CORE S&P MCP ETF |
| ORACLE CORP | 2016 | 392939 | COM |
| ISHARES TR | 4189 | 374748 | CORE MSCI EAFE |
| ISHARES INC | 5449 | 366282 | CORE MSCI EMKT |
| PEPSICO INC | 2227 | 319620 | COM |
| NUCOR CORP | 1908 | 311214 | COM |
| SPDR INDEX SHS FDS | 6270 | 278451 | PORTFOLIO DEVLPD |
| JOHNSON & JOHNSON | 1293 | 267587 | COM |
| YUM BRANDS INC | 1585 | 239779 | COM |
| ISHARES TR | 1880 | 231729 | S&P 500 GRWT ETF |
| AMETEK INC | 1100 | 225841 | COM |
| WALMART INC | 1909 | 212682 | COM |
| ISHARES TR | 3787 | 207187 | MSCI EMG MKT ETF |
| ABBVIE INC | 904 | 206555 | COM |
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