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CIK: 0001968851
Total reported value
$240.8M
$240.8M
69 檔
31.2%
The Q4 2025 SEC filing reveals that Midwest Financial Partners Investments, Inc. held a total portfolio value of $240.8M, covering 69 public equity positions.
During Q4 2025, Midwest Financial Partners Investments, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 11.56% | -1.87% | — | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.49% | -0.69% | — | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.99% | -0.51% | — | |
| 4 | FTMN | Fr Minnesota Muni Inc ETF | ETF-Other | 6.61% | -0.16% | — | |
| 5 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 6.10% | -0.57% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.92% | +0.01% | — | |
| 7 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 4.89% | -0.64% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.77% | -0.35% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.60% | — | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.33% | -0.31% | — | |
| 11 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 3.30% | +0.76% | — | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.32% | -0.24% | — | |
| 13 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 2.08% | -0.29% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | -0.21% | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.05% | +0.30% | — | |
| 16 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 1.41% | -0.10% | — | |
| 17 | TECH | Bio-techne CORP | Stock-Healthcare | 1.31% | -0.18% | — | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.22% | — | — | |
| 19 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.12% | -0.11% | — | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.03% | -0.63% | — | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.99% | -0.22% | — | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.98% | -0.07% | — | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | +0.38% | — | |
| 24 | NUKZ | Range Nuclear Renaissance | ETF-Other | 0.85% | -0.12% | — | |
| 25 | ZAP | Gx US Electrification ETF | ETF-Other | 0.85% | -0.11% | — | |
| 26 | IBAT | Ishares Energy Strg Mats ETF | ETF-Other | 0.84% | +0.06% | — | |
| 27 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.79% | -0.24% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | -0.12% | — | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.71% | EXIT | |
| 30 | HEI | Heico CORP | Stock-Industrials | 0.63% | — | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.61% | +0.23% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.04% | — | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.48% | -0.10% | — | |
| 34 | HEI-A | Heico Corp-class A | Stock-Other | 0.48% | -0.01% | — | |
| 35 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.47% | -0.11% | — | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.43% | -0.05% | — | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.43% | -0.09% | — | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.07% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | -0.04% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | -0.03% | — | |
| 41 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.32% | -0.01% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | -0.01% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | — | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.03% | — | |
| 45 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.28% | — | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.28% | -0.02% | — | |
| 47 | ILMN | Illumina Inc | Stock-Healthcare | 0.27% | +0.03% | — | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.26% | -0.03% | — | |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.25% | — | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.03% | — |
According to official SEC Form 13F filings, Midwest Financial Partners Investments, Inc. reported a total U.S. public equity portfolio value of $240.8M across 69 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JPIB, VTV, VWO) accounted for 31.2% of total reported equity market value during Q4 2025.
During Q4 2025, Midwest Financial Partners Investments, Inc.'s top holdings by market value included JPIB (11.6%)、VTV (10.5%)、VWO (7.0%). The largest single position, JPIB, represented 11.6% of total portfolio value.
In Q4 2025, Midwest Financial Partners Investments, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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