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Midwest Financial Partners Investments, Inc.

Q1 2026 · 13F-HR

Midwest Financial Partners Investments, Inc.holdings as filed

Filed 2026-04-23 · accession 0001172661-26-001527

$188.6M
Reported value
76
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$21.8M11.6%455,947CommonNONE
922908744VTVVANGUARD INDEX FDS$20.3M10.8%103,659CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$13.6M7.20%251,169CommonNONE
746729813FTMNPUTNAM ETF TRUST$12.7M6.73%1,453,336CommonNONE
922908363VOOVANGUARD INDEX FDS$12.1M6.42%20,259CommonNONE
35473P868FLMIFRANKLIN TEMPLETON ETF TR$11.6M6.16%468,525CommonNONE
00214Q708ARKFARK ETF TR$7.1M3.75%186,264CommonNONE
46435G425ESGUISHARES TR$6.0M3.19%42,544CommonNONE
037833100AAPLAPPLE INC$6.0M3.16%23,454CommonNONE
00214Q302ARKGARK ETF TR$5.5M2.93%209,416CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$5.2M2.78%81,829CommonNONE
594918104MSFTMICROSOFT CORP$4.6M2.45%12,476CommonNONE
922908751VBVANGUARD INDEX FDS$4.1M2.19%15,758CommonNONE
46435G516ESGDISHARES TR$4.0M2.14%42,132CommonNONE
46436E718SGOVISHARES TR$3.4M1.79%33,526CommonNONE
67066G104NVDANVIDIA CORPORATION$3.1M1.63%17,606CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$2.8M1.46%18,886CommonNONE
922908736VUGVANGUARD INDEX FDS$2.6M1.39%6,016CommonNONE
46434V464CRBNISHARES TR$2.5M1.35%11,394CommonNONE
46435U663ESMLISHARES TR$2.1M1.09%43,881CommonNONE
46435U549EAGGISHARES TR$2.0M1.05%41,596CommonNONE
09073M104TECHBIO-TECHNE CORP$2.0M1.04%37,613CommonNONE
46434G863ESGEISHARES INC$1.9M1.00%41,432CommonNONE
46438G737IBATISHARES TR$1.9M1.00%55,025CommonNONE
37960A370ZAPGLOBAL X FDS$1.8M0.94%54,946CommonNONE
922908629VOVANGUARD INDEX FDS$1.8M0.93%6,132CommonNONE
301505475NUKZEXCHANGE TRADED CONCEPTS TRU$1.7M0.91%26,211CommonNONE
46435G193SUSCISHARES TR$1.6M0.83%67,772CommonNONE
438516106HONHONEYWELL INTL INC$1.3M0.71%5,931CommonNONE
02079K107GOOGALPHABET INC$1.2M0.63%4,156CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$959,9020.51%1,476CommonNONE
422806109HEIHEICO CORP NEW$954,2160.51%3,480CommonNONE
46435U440BGRNISHARES TR$902,1030.48%19,003CommonNONE
031162100AMGNAMGEN INC$825,4410.44%2,346CommonNONE
422806208HEI/AHEICO CORP NEW$725,7280.38%3,438CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.38%1CommonNONE
02079K305GOOGLALPHABET INC$709,6990.38%2,468CommonNONE
88579Y101MMM3M CO$699,8640.37%4,819CommonNONE
46090E103QQQINVESCO QQQ TR$577,0560.31%1,000CommonNONE
922907746VTEBVANGUARD MUN BD FDS$556,2740.29%11,150CommonNONE
244199105DEDEERE & CO$534,5720.28%949CommonNONE
46625H100JPMJPMORGAN CHASE & CO$532,1360.28%1,809CommonNONE
464287119ILCGISHARES TR$525,6180.28%5,505CommonNONE
11135F101AVGOBROADCOM INC$510,3820.27%1,649CommonNONE
46435G243SUSBISHARES TR$506,8150.27%20,220CommonNONE
023135106AMZNAMAZON COM INC$466,9420.25%2,242CommonNONE
452327109ILMNILLUMINA INC$449,7760.24%3,649CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$444,2700.24%7,080CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$420,4970.22%1,554CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$418,9350.22%7,035CommonNONE
464287804IJRISHARES TR$410,5290.22%3,302CommonNONE
464287507IJHISHARES TR$404,9560.21%5,997CommonNONE
147528103CASYCASEYS GEN STORES INC$403,9630.21%555CommonNONE
025816109AXPAMERICAN EXPRESS CO$395,3420.21%1,307CommonNONE
46434G103IEMGISHARES INC$380,0680.20%5,449CommonNONE
46432F842IEFAISHARES TR$379,2310.20%4,189CommonNONE
097023105BABOEING CO$365,6190.19%1,837CommonNONE
92826C839VVISA INC$352,7150.19%1,167CommonNONE
713448108PEPPEPSICO INC$345,8310.18%2,227CommonNONE
46428Q109SLVISHARES SILVER TR$337,2930.18%4,950CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$331,5650.18%8,630CommonNONE
670346105NUENUCOR CORP$322,6430.17%1,908CommonNONE
478160104JNJJOHNSON & JOHNSON$316,0610.17%1,293CommonNONE
78463V107GLDSPDR GOLD TR$314,1120.17%730CommonNONE
68389X105ORCLORACLE CORP$296,5740.16%2,016CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$286,2260.15%6,270CommonNONE
30231G102XOMEXXON MOBIL CORP$267,1530.14%1,575CommonNONE
988498101YUMYUM BRANDS INC$246,4360.13%1,585CommonNONE
031100100AMEAMETEK INC$235,7960.13%1,100CommonNONE
20825C104COPCONOCOPHILLIPS$232,3200.12%1,760CommonNONE
931142103WMTWALMART INC$227,9300.12%1,834CommonNONE
37954Y848SILGLOBAL X FDS$225,2000.12%2,500CommonNONE
464287234EEMISHARES TR$215,0640.11%3,787CommonNONE
464287309IVWISHARES TR$212,6470.11%1,880CommonNONE
855244109SBUXSTARBUCKS CORP$209,9100.11%2,343CommonNONE
88160R101TSLATESLA INC$208,9240.11%562CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.