Midwest Financial Partners Investments, Inc.
Sector Allocation
- Other85.2%$221.6M
- Technology8.1%$21.0M
- Healthcare2.5%$6.5M
- Financials1.9%$4.9M
- Industrials1.6%$4.2M
- Consumer Discretionary0.3%$767,283
- Energy0.3%$763,780
- Materials0.2%$445,995
AUM History
13fpro.ai/research/fund/midwest-financial-partners-investments-inc-1968851
Conviction and streaks
Stable · top 10 = 63.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$25.8M
- J$24.2M
- ISHARES$21.3M
- VANGUARD$17.3M
- VANGUARD$17.1M
- PUTNAM$15.7M
- FRANKLIN$13.2M
- ARK$11.1M
- VANGUARD$9.5M
- ARK$8.6M
AAPL
$7.4M- ISHARES$6.7M
MSFT
$6.1M- VANGUARD$5.9M
- ISHARES$5.5M
- ISHARES$4.3M
- VANGUARD$4.3M
- VANGUARD$4.1M
NVDA
$3.9M- VANGUARD$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/midwest-financial-partners-investments-inc-1968851
Midwest Financial Partners Investments, Inc. 13F holdings — Q3 2026
$260.1M portfolio (+8.0% QoQ) · 80 holdings · Q3 2026 13F · top 10 are 63% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$25.8M
9.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF
$24.2M
9.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - TRS FLT RT BD
$21.3M
8.2% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$17.3M
6.7% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$17.1M
6.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PUTNAM ETF TRUST - FRANK MINN ETF
$15.7M
6.0% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN
$13.2M
5.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ARK ETF TR - GENOMIC REV ETF
$11.1M
4.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$9.5M
3.6% of stocks
+29%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ARK ETF TR - BLOC FIN INN ETF
$8.6M
3.3% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $25.8M | 9.9% | +7% | — | — | — | — | |
| 2 | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $24.2M | 9.3% | +7% | — | — | — | — | |
| 3 | ISHARES TR - TRS FLT RT BD | $21.3M | 8.2% | +14% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $17.3M | 6.7% | +10% | — | — | — | — | |
| 5 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $17.1M | 6.6% | +7% | — | — | — | — | |
| 6 | PUTNAM ETF TRUST - FRANK MINN ETF | $15.7M | 6.0% | +8% | — | — | — | — | |
| 7 | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | $13.2M | 5.1% | +6% | — | — | — | — | |
| 8 | ARK ETF TR - GENOMIC REV ETF | $11.1M | 4.3% | -3% | — | — | — | — | |
| 9 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.5M | 3.6% | +29% | — | — | — | — | |
| 10 | ARK ETF TR - BLOC FIN INN ETF | $8.6M | 3.3% | -0.3% | — | — | — | — |
All holdings — Midwest Financial Partners Investments, Inc. (Q3 2026)
80 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Apple Inc. | Technology | $7.4M | 2.9% | 22K | -5% | 4+ qtrs | 75.7 | 13F | |
| 12 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $6.7M | 2.6% | 40K | -5% | — | — | 13F |
| 13 | MICROSOFT CORP | Technology | $6.1M | 2.3% | 12K | -0.6% | 4+ qtrs | 79.8 | 13F | |
| 14 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund | — | $5.9M | 2.3% | 65K | +32% | — | — | 13F |
| 15 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $5.5M | 2.1% | 55K | +98% | — | — | 13F |
| 16 | — | ISHARES TR - ESG AW MSCI EAFEetf/fund | — | $4.3M | 1.7% | 42K | -3% | — | — | 13F |
| 17 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $4.3M | 1.6% | 15K | -3% | — | — | 13F |
| 18 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund | — | $4.1M | 1.6% | 26K | +16% | — | — | 13F |
| 19 | NVIDIA CORP | Technology | $3.9M | 1.5% | 17K | -0.1% | 4+ qtrs | 86.0 | 13F | |
| 20 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $3.7M | 1.4% | 47K | +36% | — | — | 13F |
| 21 | — | ISHARES TR - LOW CA OP MS ETFetf/fund | — | $3.1M | 1.2% | 12K | +3% | — | — | 13F |
| 22 | — | ISHARES TR - ENERGY STRG & MAetf/fund | — | $2.3M | 0.9% | 56K | -1% | — | — | 13F |
| 23 | — | ISHARES TR - ESG AWR US AGRGTetf/fund | — | $2.2M | 0.8% | 48K | +15% | — | — | 13F |
| 24 | MITSUBISHI UFJ FINANCIAL GROUP INCetf/fund | Financials | $2.1M | 0.8% | 39K | -5% | 4+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 25 | — | ISHARES TR - ESG AWARE MSCIetf/fund | — | $2.0M | 0.8% | 38K | -10% | — | — | 13F |
| 26 | $TECH | BIO-TECHNE Corp | Healthcare | $2.0M | 0.8% | 27K | -7% | |||
| 27 | — | GLOBAL X FDS - U S ELECT ETF | — | $1.8M | 0.7% | 58K | +0.6% | |||
| 28 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | — | $1.7M | 0.7% | 28K | +2% | |||
| 29 | — | ISHARES TR - ESG AWRE USD ETF | — | $1.4M | 0.5% | 63K | +3% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.2M | 0.4% | 1,509 | +0.4% | |||
| 31 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.4% | 3,355 | -4% | |||
| 32 | $HEI | HEICO CORP | Industrials | $1.1M | 0.4% | 3,480 | — | |||
| 33 | $ILMN | ILLUMINA, INC. | Healthcare | $999K | 0.4% | 3,649 | — | |||
| 34 | — | ISHARES TR - USD GRN BOND ETF | — | $986K | 0.4% | 22K | +14% | |||
| 35 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $915K | 0.3% | 37K | +44% | |||
| 36 | $MMM | 3M CO | Healthcare | $893K | 0.3% | 5,441 | +13% | |||
| 37 | $AMGN | AMGEN INC | Healthcare | $803K | 0.3% | 1,906 | -19% | |||
| 38 | $HEI.A | HEICO CORP | Industrials | $785K | 0.3% | 3,438 | — | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $748K | 0.3% | 2,175 | -6% | |||
| 40 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.3% | 1 | — | |||
| 41 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $740K | 0.3% | 1,000 | — | |||
| 42 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $654K | 0.3% | 14K | +3% | |||
| 43 | — | ISHARES TR - MORNINGSTAR GRWT | — | $644K | 0.3% | 5,505 | — | |||
| 44 | $DE | DEERE & CO | Industrials | $637K | 0.3% | 949 | — | |||
| 45 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $623K | 0.2% | 2,955 | — | |||
| 46 | $JPM | JPMORGAN CHASE & CO | Financials | $598K | 0.2% | 1,809 | -0.5% | |||
| 47 | $AVGO | Broadcom Inc. | Technology | $583K | 0.2% | 1,660 | -0.3% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $580K | 0.2% | 1,164 | New | |||
| 49 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $550K | 0.2% | 9,712 | +37% | |||
| 50 | $AMZN | AMAZON COM INC | Consumer Discretionary | $547K | 0.2% | 2,196 | -1% | |||
| 51 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $533K | 0.2% | 1,452 | -0.1% | |||
| 52 | $HONA | Honeywell Aerospace Inc. | Industrials | $453K | 0.2% | 2,926 | -1.0% | |||
| 53 | — | ISHARES INC - CORE MSCI EMKT | — | $448K | 0.2% | 5,515 | — | |||
| 54 | $NUE | NUCOR CORP | Materials | $446K | 0.2% | 1,908 | — | |||
| 55 | $V | VISA INC. | Financials | $414K | 0.2% | 1,153 | -0.9% | |||
| 56 | — | ISHARES TR - CORE MSCI EAFE | — | $409K | 0.2% | 4,218 | — | |||
| 57 | $IBIT | iShares Bitcoin Trust ETF | Financials | $409K | 0.2% | 8,630 | — | |||
| 58 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $407K | 0.2% | 8,684 | +35% | |||
| 59 | — | ISHARES TR - CORE S&P MCP ETF | — | $387K | 0.1% | 5,379 | +10% | |||
| 60 | $BA | BOEING CO | Industrials | $386K | 0.1% | 2,076 | +13% | |||
| 61 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $343K | 0.1% | 7,865 | -0.1% | |||
| 62 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $315K | 0.1% | 6,270 | — | |||
| 63 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $307K | 0.1% | 1,888 | +20% | |||
| 64 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $302K | 0.1% | 493 | — | |||
| 65 | $JNJ | JOHNSON & JOHNSON | Healthcare | $288K | 0.1% | 1,087 | -16% | |||
| 66 | $ORCL | ORACLE CORP | Technology | $277K | 0.1% | 2,016 | — | |||
| 67 | $AME | AMETEK INC/ | Industrials | $273K | 0.1% | 1,100 | — | |||
| 68 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $266K | 0.1% | 582 | -0.9% | |||
| 69 | $ABBV | AbbVie Inc. | Healthcare | $258K | 0.1% | 986 | -13% | |||
| 70 | — | ISHARES TR - MSCI EMG MKT ETF | — | $253K | 0.1% | 3,787 | — | |||
| 71 | $PSX | Phillips 66 | Energy | $243K | 0.1% | 953 | New | |||
| 72 | $CSCO | CISCO SYSTEMS, INC. | Technology | $241K | 0.1% | 2,235 | -1% | |||
| 73 | — | ISHARES TR - S&P 500 GRWT ETF | — | $226K | 0.1% | 1,591 | — | |||
| 74 | — | ISHARES TR - CORE S&P SCP ETF | — | $224K | 0.1% | 1,646 | -51% | |||
| 75 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $220K | 0.1% | 2,343 | -40% | |||
| 76 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $217K | 0.1% | 6,658 | — | |||
| 77 | $MDT | Medtronic plc | Healthcare | $217K | 0.1% | 2,510 | New | |||
| 78 | $COP | CONOCOPHILLIPS | Energy | $213K | 0.1% | 1,704 | New | |||
| 79 | — | VANGUARD WORLD FD - INF TECH ETF | — | $209K | 0.1% | 1,664 | New | |||
| 80 | $LLY | ELI LILLY & Co | Healthcare | $205K | 0.1% | 177 | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 27 added to, 29 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (27)
- ISHARES TR - 0-3 MTH TREASURY+98%
now $5.5M
- ISHARES TR - TRS FLT RT BD+14%
now $21.3M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+29%
now $9.5M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+7%
now $25.8M
- J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF+7%
now $24.2M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+10%
now $17.3M
+21 more in the Excel export
Holdings by quarter
Every 13F Midwest Financial Partners Investments, Inc. has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Midwest Financial Partners Investments?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Midwest Financial Partners Investments's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.6%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter
Top 10 weight
63%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Midwest Financial Partners Investments, Inc. disclosed 80 positions worth $260.1M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 4 new positions and exited 5 — including a new stake in $PSX and a full exit from $AXP. The portfolio is most concentrated in Other (85.2% of disclosed assets). All figures are sourced directly from Midwest Financial Partners Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1968851.
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AI-Powered Hedge Fund Analysis: Midwest Financial Partners Investments, Inc.
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Every holding in Midwest Financial Partners Investments, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.