Midwest Financial Partners Investments, Inc.
Q3 2026 13F filing
Updated 28 days ago80 disclosed positions worth $260.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $25.8M | 119.5K | 9.93% | Added(+7.1%) |
| 2 | J J P MORGAN EXCHANGE TRADED F | $24.2M | 517.6K | 9.29% | Added(+7.2%) |
| 3 | ? N/A ISHARES TR | $21.3M | 421.0K | 8.20% | Added(+13.6%) |
| 4 | V VANGUARD INDEX FDS | $17.3M | 24.7K | 6.65% | Added(+9.6%) |
| 5 | V VANGUARD INTL EQUITY INDEX F | $17.1M | 287.8K | 6.56% | Added(+6.7%) |
| 6 | ? N/A PUTNAM ETF TRUST | $15.7M | 1.92M | 6.03% | Added(+8.0%) |
| 7 | F FRANKLIN TEMPLETON ETF TR | $13.2M | 568.0K | 5.09% | Added(+6.2%) |
| 8 | ? N/A ARK ETF TR | $11.1M | 205.2K | 4.28% | Trimmed(-2.9%) |
| 9 | V VANGUARD TAX-MANAGED FDS | $9.5M | 134.0K | 3.64% | Added(+28.7%) |
| 10 | ? N/A ARK ETF TR | $8.6M | 188.9K | 3.31% | Trimmed(-0.3%) |
| 11 | A APPLE INC | $7.4M | 22.3K | 2.85% | Trimmed(-4.9%) |
| 12 | E ISHARES TR | $6.7M | 40.4K | 2.59% | Trimmed(-4.7%) |
| 13 | M MICROSOFT CORP | $6.1M | 11.9K | 2.34% | Trimmed(-0.6%) |
| 14 | V VANGUARD INDEX FDS | $5.9M | 65.4K | 2.26% | Added(+31.9%) |
| 15 | E ISHARES TR | $5.5M | 55.0K | 2.13% | Added(+97.8%) |
| 16 | E ISHARES TR | $4.3M | 42.0K | 1.66% | Trimmed(-2.9%) |
| 17 | V VANGUARD INDEX FDS | $4.3M | 15.0K | 1.64% | Trimmed(-2.9%) |
| 18 | V VANGUARD INTL EQUITY INDEX F | $4.1M | 26.3K | 1.57% | Added(+15.6%) |
| 19 | N NVIDIA CORPORATION | $3.9M | 17.0K | 1.50% | Trimmed(-0.1%) |
| 20 | V VANGUARD INDEX FDS | $3.7M | 47.1K | 1.42% | Added(+36.0%) |
| 21 | ? N/A ISHARES TR | $3.1M | 12.3K | 1.21% | Added(+3.0%) |
| 22 | ? N/A ISHARES TR | $2.3M | 55.9K | 0.87% | Trimmed(-1.4%) |
| 23 | E ISHARES TR | $2.2M | 48.4K | 0.84% | Added(+14.6%) |
| 24 | E ISHARES INC | $2.1M | 38.9K | 0.81% | Trimmed(-5.1%) |
| 25 | E ISHARES TR | $2M | 38.2K | 0.76% | Trimmed(-9.8%) |
| 26 | T BIO-TECHNE CORP | $2M | 27.3K | 0.76% | Trimmed(-7.0%) |
| 27 | ? N/A GLOBAL X FDS | $1.8M | 58.1K | 0.68% | Added(+0.6%) |
| 28 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $1.7M | 28.3K | 0.65% | Added(+1.9%) |
| 29 | E ISHARES TR | $1.4M | 63.5K | 0.54% | Added(+3.4%) |
| 30 | S STATE STR SPDR S&P 500 ETF T | $1.2M | 1.5K | 0.44% | Added(+0.4%) |
| 31 | G ALPHABET INC | $1.1M | 3.4K | 0.44% | Trimmed(-3.9%) |
| 32 | H HEICO CORP NEW | $1.1M | 3.5K | 0.41% | Unchanged |
| 33 | I ILLUMINA INC | $999K | 3.6K | 0.38% | Unchanged |
| 34 | ? N/A ISHARES TR | $986K | 21.6K | 0.38% | Added(+14.3%) |
| 35 | E ISHARES TR | $915K | 37.5K | 0.35% | Added(+43.6%) |
| 36 | M 3M CO | $893K | 5.4K | 0.34% | Added(+12.9%) |
| 37 | A AMGEN INC | $803K | 1.9K | 0.31% | Trimmed(-18.8%) |
| 38 | H HEICO CORP NEW | $785K | 3.4K | 0.30% | Unchanged |
| 39 | G ALPHABET INC | $748K | 2.2K | 0.29% | Trimmed(-6.1%) |
| 40 | B BERKSHIRE HATHAWAY INC DEL | $747K | 1 | 0.29% | Unchanged |
| 41 | Q INVESCO QQQ TR | $740K | 1.0K | 0.28% | Unchanged |
| 42 | V VANGUARD MUN BD FDS | $654K | 13.8K | 0.25% | Added(+2.9%) |
| 43 | ? N/A ISHARES TR | $644K | 5.5K | 0.25% | Unchanged |
| 44 | D DEERE & CO | $637K | 949 | 0.24% | Unchanged |
| 45 | H HONEYWELL INTL INC | $623K | 3.0K | 0.24% | Unchanged |
| 46 | J JPMORGAN CHASE & CO | $598K | 1.8K | 0.23% | Trimmed(-0.6%) |
| 47 | A BROADCOM INC | $583K | 1.7K | 0.22% | Trimmed(-0.3%) |
| 48 | B BERKSHIRE HATHAWAY INC DEL | $580K | 1.2K | 0.22% | — |
| 49 | V VANGUARD SCOTTSDALE FDS | $550K | 9.7K | 0.21% | Added(+36.8%) |
| 50 | A AMAZON COM INC | $547K | 2.2K | 0.21% | Trimmed(-1.3%) |