Holders — by stockHoldings — by fund
Midwest Financial Partners Investments, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001968851
$240.8M
disclosed book value
80
positions
10.1%
largest position share
Positions, as of 2026-06-30
top 80 of 80 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 111,586 | $24.3M | 10.1% |
| 2 | JPIBJ P MORGAN EXCHANGE TRADED F | 482,644 | $23.3M | 9.7% |
| 3 | TFLOISHARES TR | 370,480 | $18.8M | 7.8% |
| 4 | VWOVANGUARD INTL EQUITY INDEX F | 269,821 | $16.1M | 6.7% |
| 5 | FTMNPUTNAM ETF TRUST | 1.8M | $15.8M | 6.6% |
| 6 | VOOVANGUARD INDEX FDS | 22,535 | $15.5M | 6.4% |
| 7 | FLMIFRANKLIN TEMPLETON ETF TR | 534,969 | $13.5M | 5.6% |
| 8 | ARKGARK ETF TR | 211,386 | $8.9M | 3.7% |
| 9 | ARKFARK ETF TR | 189,532 | $7.5M | 3.1% |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 104,132 | $7.4M | 3.1% |
| 11 | ESGUISHARES TR | 42,400 | $6.9M | 2.9% |
| 12 | AAPLAPPLE INC | 23,424 | $6.8M | 2.8% |
| 13 | VBVANGUARD INDEX FDS | 15,476 | $4.7M | 1.9% |
| 14 | MSFTMICROSOFT CORP | 11,942 | $4.5M | 1.9% |
| 15 | ESGDISHARES TR | 43,255 | $4.4M | 1.8% |
| 16 | VUGVANGUARD INDEX FDS | 49,542 | $4.3M | 1.8% |
| 17 | VSSVANGUARD INTL EQUITY INDEX F | 22,724 | $3.5M | 1.5% |
| 18 | NVDANVIDIA CORPORATION | 17,065 | $3.4M | 1.4% |
| 19 | CRBNISHARES TR | 11,929 | $3.0M | 1.3% |
| 20 | SGOVISHARES TR | 27,825 | $2.8M | 1.2% |
| 21 | VOVANGUARD INDEX FDS | 34,646 | $2.8M | 1.2% |
| 22 | IBATISHARES TR | 56,621 | $2.6M | 1.1% |
| 23 | ESMLISHARES TR | 42,373 | $2.4M | 1% |
| 24 | ESGEISHARES INC | 40,998 | $2.2M | 0.9% |
| 25 | TECHBIO-TECHNE CORP | 29,351 | $2.1M | 0.9% |
| 26 | EAGGISHARES TR | 42,278 | $2.0M | 0.8% |
| 27 | ZAPGLOBAL X FDS | 57,755 | $2.0M | 0.8% |
| 28 | NUKZEXCHANGE TRADED CONCEPTS TRU | 27,741 | $1.9M | 0.8% |
| 29 | SUSCISHARES TR | 61,409 | $1.4M | 0.6% |
| 30 | HEIHEICO CORP NEW | 3,480 | $1.2M | 0.5% |
| 31 | GOOGALPHABET INC | 3,492 | $1.2M | 0.5% |
| 32 | SPYSTATE STR SPDR S&P 500 ETF T | 1,503 | $1.1M | 0.5% |
| 33 | BGRNISHARES TR | 18,921 | $898,228 | 0.4% |
| 34 | HEI/AHEICO CORP NEW | 3,438 | $886,695 | 0.4% |
| 35 | AMGNAMGEN INC | 2,346 | $849,534 | 0.4% |
| 36 | GOOGLALPHABET INC | 2,317 | $828,027 | 0.3% |
| 37 | MMM3M CO | 4,819 | $780,245 | 0.3% |
| 38 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.3% |
| 39 | QQQINVESCO QQQ TR | 1,000 | $736,242 | 0.3% |
| 40 | VTEBVANGUARD MUN BD FDS | 13,434 | $679,492 | 0.3% |
| 41 | HONHONEYWELL INTL INC | 2,955 | $661,625 | 0.3% |
| 42 | HONAHONEYWELL AEROSPACE INC | 2,955 | $653,292 | 0.3% |
| 43 | SUSBISHARES TR | 26,084 | $651,840 | 0.3% |
| 44 | ILCGISHARES TR | 5,505 | $644,196 | 0.3% |
| 45 | ILMNILLUMINA INC | 3,649 | $641,604 | 0.3% |
| 46 | AVGOBROADCOM INC | 1,665 | $628,954 | 0.3% |
| 47 | UNHUNITEDHEALTH GROUP INC | 1,453 | $603,911 | 0.3% |
| 48 | DEDEERE & CO | 949 | $601,980 | 0.3% |
| 49 | JPMJPMORGAN CHASE & CO | 1,819 | $595,414 | 0.2% |
| 50 | AMZNAMAZON COM INC | 2,225 | $530,307 | 0.2% |
| 51 | IJRISHARES TR | 3,337 | $494,979 | 0.2% |
| 52 | IEMGISHARES INC | 5,515 | $456,863 | 0.2% |
| 53 | AXPAMERICAN EXPRESS CO | 1,307 | $442,093 | 0.2% |
| 54 | CASYCASEYS GEN STORES INC | 555 | $441,109 | 0.2% |
| 55 | NUENUCOR CORP | 1,908 | $425,007 | 0.2% |
| 56 | VGITVANGUARD SCOTTSDALE FDS | 7,099 | $418,700 | 0.2% |
| 57 | IEFAISHARES TR | 4,218 | $407,375 | 0.2% |
| 58 | VVISA INC | 1,164 | $399,357 | 0.2% |
| 59 | BABOEING CO | 1,837 | $397,656 | 0.2% |
| 60 | SBUXSTARBUCKS CORP | 3,879 | $396,396 | 0.2% |
| 61 | IJHISHARES TR | 4,883 | $376,504 | 0.2% |
| 62 | BSXBOSTON SCIENTIFIC CORP | 7,870 | $335,892 | 0.1% |
| 63 | JNJJOHNSON & JOHNSON | 1,293 | $328,384 | 0.1% |
| 64 | SPDWSPDR INDEX SHS FDS | 6,270 | $315,946 | 0.1% |
| 65 | BNDXVANGUARD CHARLOTTE FDS | 6,446 | $312,180 | 0.1% |
| 66 | PEPPEPSICO INC | 2,227 | $301,536 | 0.1% |
| 67 | ORCLORACLE CORP | 2,016 | $295,445 | 0.1% |
| 68 | IBITISHARES BITCOIN TRUST ETF | 8,630 | $287,293 | 0.1% |
| 69 | AMDADVANCED MICRO DEVICES INC | 493 | $286,389 | 0.1% |
| 70 | ABBVABBVIE INC | 1,136 | $285,864 | 0.1% |
| 71 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 587 | $280,334 | 0.1% |
| 72 | CSCOCISCO SYS INC | 2,266 | $266,165 | 0.1% |
| 73 | AMEAMETEK INC | 1,100 | $266,134 | 0.1% |
| 74 | EEMISHARES TR | 3,787 | $259,069 | 0.1% |
| 75 | YUMYUM BRANDS INC | 1,585 | $253,379 | 0.1% |
| 76 | SCHASCHWAB STRATEGIC TR | 6,658 | $240,554 | 0.1% |
| 77 | LLYELI LILLY & CO | 184 | $220,696 | 0.1% |
| 78 | IVWISHARES TR | 1,591 | $218,811 | 0.1% |
| 79 | EXMOCEXXON MOBIL CORP | 1,575 | $215,285 | 0.1% |
| 80 | WMTWALMART INC | 1,834 | $207,719 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.