MF

Midwest Financial Partners Investments, Inc.

Diversified strategySector-focusedMomentum follower

Total reported value

$188.6M

Reporting period: 2026-03-31 · Number of holdings: 76

Midwest Financial Partners Investments, Inc. disclosed 76 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $188.6M and a quarterly turnover rate of 13.1%.

Personality snowflake

Concentration
20.66
Portfolio Stability
13.11
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
82.78

Recent moves

  • Trim ARKF

    +0.7%　-$1.7M

  • Trim MSFT

    -1.3%　-$1.5M

  • Add SGOV

    +82.1%　$1.5M

  • Add VEA

    +38.4%　$1.5M

  • Trim AAPL

    -6.1%　-$838.4K

  • Add VOO

    +19.2%　$1.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1JPIBJpmorgan Intl Bnd ETFETF-Other11.56%—+6.76%
2VTVVanguard Value ETFETF-Other10.79%+0.30%+4.83%
3VWOVanguard Ftse Emerging MarkeETF-Emerging Markets7.20%+0.21%+7.30%
4FTMNFr Minnesota Muni INC ETFETF-Other6.73%+0.12%+8.03%
5VOOVanguard S&p 500 ETFETF-Large Cap & Growth6.42%+0.50%+19.23%
6FLMIFranklin Dynamic Municipal BETF-Other6.16%+0.06%+6.11%
7ARKFArk Blockchain & Fintech InnETF-Tech3.75%-1.14%+0.72%
8ESGUIshares Esg Aware Msci USAETF-Other3.19%—+5.92%
9AAPLApple INCStock-Tech3.16%-0.61%-6.11%
10ARKGArk Genomic Revolution ETFETF-Other2.93%-0.37%+2.06%
11VEAVanguard Ftse Developed ETFETF-Other2.78%+0.73%+38.38%
12MSFTMicrosoft CORPStock-Tech2.45%-0.95%-1.25%
13VBVanguard Small-cap ETFETF-Other2.19%—-2.53%
14ESGDIshares Trust Ishares Esg AwETF-Other2.14%+0.06%+6.94%
15SGOVIshares 0-3 Month Treasury BETF-Gov Bonds1.79%+0.76%+82.06%
16NVDANvidia CORPStock-Tech1.63%-0.45%-12.33%
17VSSVanguard Ftse All Wo X-us ScETF-Other1.46%+0.24%+23.22%
18VUGVanguard Growth ETFETF-Other1.39%+0.43%+69.32%
19CRBNIsh Low Car Opt Ms Ac Etf-usETF-Other1.35%—+3.69%
20ESMLIshares Esg Aware Msci USA SETF-Other1.09%-0.03%+0.47%
21EAGGIshares Esg Aware US AggregaETF-Other1.05%+0.06%+11.54%
22TECHBio-techne CORPStock-Healthcare1.04%-0.27%-5.84%
23ESGEIshares INC Ishares Esg AwarETF-Other1.00%+0.02%+3.51%
24IBATIshares Energy Strg Mats ETFETF-Other1.00%+0.16%+3.87%
25ZAPGx US Electrification ETFETF-Other0.94%+0.09%+4.68%
26VOVanguard Mid-cap ETFETF-Other0.93%+0.32%+62.27%
27NUKZRange Nuclear RenaissanceETF-Other0.91%+0.06%+8.81%
28SUSCIshares Esg Aware Usd CorporETF-Other0.83%+0.04%+11.79%
29HONHoneywell International INCStock-Industrials0.71%+0.07%—
30GOOGAlphabet Inc-cl CStock-Comm Services0.63%-0.09%+0.80%
31SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.51%—+0.68%
32HEIHeico CORPStock-Industrials0.51%-0.12%—
33BGRNIshares Usd Green Bond ETFETF-Other0.48%+0.01%+7.78%
34AMGNAmgen INCStock-Healthcare0.44%+0.01%—
35HEI-AHeico Corp-class AStock-Other0.38%-0.10%—
36BRK-ABerkshire Hathaway Inc-cl AStock-Other0.38%——
37GOOGLAlphabet Inc-cl AStock-Comm Services0.38%—+14.63%
38MMM3m CoStock-Industrials0.37%-0.06%—
39QQQInvesco Qqq Trust Series 1ETF-Tech0.31%—+9.89%
40VTEBVanguard Tax-exempt Bond ETFETF-Other0.29%+0.02%+13.04%
41DEDeere & CoStock-Industrials0.28%+0.02%-4.24%
42JPMJpmorgan Chase & CoStock-Financials0.28%-0.04%—
43ILCGIshares Morningstar Growth EETF-Other0.28%——
44AVGOBroadcom INCStock-Tech0.27%-0.05%—
45SUSBIshares Esg Aware 1-5 Year UETF-Other0.27%—+11.63%
46AMZNAmazon.com INCStock-Consumer Disc0.25%—+1.26%
47ILMNIllumina INCStock-Healthcare0.24%—-0.35%
48BSXBoston Scientific CORPStock-Healthcare0.24%-0.24%-22.33%
49UNHUnitedhealth Group INCStock-Healthcare0.22%—+13.10%
50VGITVanguard Intermediate-term TETF-Other0.22%—-0.93%
1–50 of 76

Holding changes this quarter

Midwest Financial Partners Investments, Inc.'s most significant position changes for 2026-03-31: Sold out: Grayscale Bitcoin Trust ETF (GBTC); New buy: Casey's General Stores INC (CASY); New buy: Ishares Silver Trust (SLV); New buy: Ishares Bitcoin Trust ETF (IBIT); New buy: Spdr Gold Shares (GLD).

Position changes disclosed by Midwest Financial Partners Investments, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SGOVIshares 0-3 Month Treasury B+0.8%+82.06%Add
2VEAVanguard Ftse Developed ETF+0.7%+38.38%Add
3VOOVanguard S&p 500 ETF+0.5%+19.23%Add
4VUGVanguard Growth ETF+0.4%+69.32%Add
5VOVanguard Mid-cap ETF+0.3%+62.27%Add
6VTVVanguard Value ETF+0.3%+4.83%Add
7VSSVanguard Ftse All Wo X-us Sc+0.2%+23.22%Add
8VWOVanguard Ftse Emerging Marke+0.2%+7.30%Add
9IBATIshares Energy Strg Mats ETF+0.2%+3.87%Add
10FTMNFr Minnesota Muni INC ETF+0.1%+8.03%Add
11ZAPGx US Electrification ETF+0.1%+4.68%Add
12HONHoneywell International INC+0.1%—Unchanged
13FLMIFranklin Dynamic Municipal B+0.1%+6.11%Add
14ESGDIshares Trust Ishares Esg Aw+0.1%+6.94%Add
15NUKZRange Nuclear Renaissance+0.1%+8.81%Add
16EAGGIshares Esg Aware US Aggrega+0.1%+11.54%Add
17SUSCIshares Esg Aware Usd Corpor0%+11.79%Add
18ESGEIshares INC Ishares Esg Awar0%+3.51%Add
19DEDeere & Co0%-4.24%Trim
20VTEBVanguard Tax-exempt Bond ETF0%+13.04%Add
21AMGNAmgen INC0%—Unchanged
22BGRNIshares Usd Green Bond ETF0%+7.78%Add
23JPIBJpmorgan Intl Bnd ETF—+6.76%Add
24ESMLIshares Esg Aware Msci USA S0%+0.47%Add
25VVisa Inc-class A Shares0%—Unchanged
26JPMJpmorgan Chase & Co0%—Unchanged
27AVGOBroadcom INC-0.1%—Unchanged
28ORCLOracle CORP-0.1%—Unchanged
29MMM3m Co-0.1%—Unchanged
30GOOGAlphabet Inc-cl C-0.1%+0.80%Add
31HEI-AHeico Corp-class A-0.1%—Unchanged
32HEIHeico CORP-0.1%—Unchanged
33BSXBoston Scientific CORP-0.2%-22.33%Trim
34TECHBio-techne CORP-0.3%-5.84%Trim
35ARKGArk Genomic Revolution ETF-0.4%+2.06%Add
36NVDANvidia CORP-0.5%-12.33%Trim
37AAPLApple INC-0.6%-6.11%Trim
38MSFTMicrosoft CORP-1%-1.25%Trim
39ARKFArk Blockchain & Fintech Inn-1.1%+0.72%Add
40GBTCGrayscale Bitcoin Trust ETF—EXITSold out
41CASYCasey's General Stores INC—NEWNew buy
42SLVIshares Silver Trust—NEWNew buy
43IBITIshares Bitcoin Trust ETF—NEWNew buy
44GLDSpdr Gold Shares—NEWNew buy
45XOMExxon Mobil CORP—NEWNew buy
46COPConocophillips—NEWNew buy
47SILGlobal X Silver Miners ETF—NEWNew buy
48SBUXStarbucks CORP—NEWNew buy
49TSLATesla INC—NEWNew buy
50ABBVAbbvie INC—EXITSold out

FAQ

What is Midwest Financial Partners Investments, Inc. and what type of investor is it?
Midwest Financial Partners Investments, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $188.6M, spread across 76 disclosed positions.
What are Midwest Financial Partners Investments, Inc.'s largest equity positions?
Based on the latest 13F filing, Midwest Financial Partners Investments, Inc.'s top holdings by market value are: 1. Jpmorgan Intl Bnd ETF (JPIB) — $21.8M (11.6%) 2. Vanguard Value ETF (VTV) — $20.3M (10.8%) 3. Vanguard Ftse Emerging Marke (VWO) — $13.6M (7.2%) 4. Fr Minnesota Muni INC ETF (FTMN) — $12.7M (6.7%) 5. Vanguard S&p 500 ETF (VOO) — $12.1M (6.4%)
What changes did Midwest Financial Partners Investments, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Midwest Financial Partners Investments, Inc. made 41 notable position adjustments: 9 new positions were initiated, 24 existing holdings were added to, 6 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Grayscale Bitcoin Trust ETF (GBTC); New buy: Casey's General Stores INC (CASY); New buy: Ishares Silver Trust (SLV); New buy: Ishares Bitcoin Trust ETF (IBIT); New buy: Spdr Gold Shares (GLD)
What sectors does Midwest Financial Partners Investments, Inc. focus on?
Midwest Financial Partners Investments, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 59.5% • Health Care: 10.1% • Industrials: 9.2% • Communication Services: 7.8% • Financials: 5.3% • Consumer Discretionary: 3.6%