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CIK: 0001968851
Total reported value
$240.8M
$240.8M
76 檔
33.4%
In Q1 2026, Midwest Financial Partners Investments, Inc.'s U.S. equity holdings reached a combined market value of $240.8M, distributed across 76 disclosed stock positions.
In Q1 2026, Midwest Financial Partners Investments, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 11.56% | -1.87% | +6.76% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 10.79% | -0.69% | +4.83% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.20% | -0.51% | +7.30% | |
| 4 | FTMN | Fr Minnesota Muni Inc ETF | ETF-Other | 6.73% | -0.16% | +8.03% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.42% | +0.01% | +19.23% | |
| 6 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 6.16% | -0.57% | +6.11% | |
| 7 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 3.75% | -0.64% | +0.72% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.19% | -0.31% | +5.92% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.16% | -0.35% | -6.11% | |
| 10 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 2.93% | +0.76% | +2.06% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.78% | +0.30% | +38.38% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.45% | -0.60% | -1.25% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.19% | -0.24% | -2.53% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 2.14% | -0.29% | +6.94% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.79% | -0.63% | +82.06% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.63% | -0.21% | -12.33% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.46% | — | +23.22% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.39% | +0.38% | +69.32% | |
| 19 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 1.35% | -0.10% | +3.69% | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.09% | -0.11% | +0.47% | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.05% | -0.22% | +11.54% | |
| 22 | TECH | Bio-techne CORP | Stock-Healthcare | 1.04% | -0.18% | -5.84% | |
| 23 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.00% | -0.07% | +3.51% | |
| 24 | IBAT | Ishares Energy Strg Mats ETF | ETF-Other | 1.00% | +0.06% | +3.87% | |
| 25 | ZAP | Gx US Electrification ETF | ETF-Other | 0.94% | -0.11% | +4.68% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | +0.23% | +62.27% | |
| 27 | NUKZ | Range Nuclear Renaissance | ETF-Other | 0.91% | -0.12% | +8.81% | |
| 28 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.83% | -0.24% | +11.79% | |
| 29 | HON | Honeywell International Inc | Stock-Industrials | 0.71% | -0.71% | EXIT | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | -0.12% | +0.80% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.04% | +0.68% | |
| 32 | HEI | Heico CORP | Stock-Industrials | 0.51% | — | — | |
| 33 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.48% | -0.11% | +7.78% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.44% | -0.09% | — | |
| 35 | HEI-A | Heico Corp-class A | Stock-Other | 0.38% | -0.01% | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.07% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | -0.04% | +14.63% | |
| 38 | MMM | 3m Co | Stock-Industrials | 0.37% | -0.05% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | — | +9.89% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.29% | -0.02% | +13.04% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.28% | -0.03% | -4.24% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.03% | — | |
| 43 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.28% | -0.01% | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | -0.01% | — | |
| 45 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.27% | — | +11.63% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | -0.03% | +1.26% | |
| 47 | ILMN | Illumina Inc | Stock-Healthcare | 0.24% | +0.03% | -0.35% | |
| 48 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.24% | -0.10% | -22.33% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.03% | +13.10% | |
| 50 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.22% | -0.05% | -0.93% |
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 76 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including JPIB, VTV, VWO) accounted for 33.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CASY
市值: $404.0K
Top Position Liquidated / Trimmed
GBTC
前期市值: $510.1K
During Q1 2026, Midwest Financial Partners Investments, Inc.'s top holdings by market value included JPIB (11.6%)、VTV (10.8%)、VWO (7.2%). The largest single position, JPIB, represented 11.6% of total portfolio value.
In Q1 2026, Midwest Financial Partners Investments, Inc. made 54 total portfolio adjustments, initiating 9 new buys, adding to 33 positions, trimming 10 holdings, and fully liquidating 2 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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