Q3 2026 13F · SEC CIK 1968851

Midwest Financial Partners Investments, Inc.

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $260.1M
Reported positions: 80
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.5B

Midwest Financial Partners Investments, Inc. is a wealth manager that reported 80 positions worth $260.1M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Vanguard Index Fds (VTV, 9.9%), J P Morgan Exchange Traded F (JPIB, 9.3%), Ishares Tr (TFLO, 8.2%).

Midwest Financial Partners Investments, Inc. holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Midwest Financial Partners Investments, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTVVanguard Index Fds	9.9%	10.1%	119,525	+7.1%	$25.8M
JPIBJ P Morgan Exchange Traded F	9.3%	9.7%	517,558	+7.2%	$24.2M
TFLOIshares Tr	8.2%	7.8%	420,997	+13.6%	$21.3M
VOOVanguard Index Fds	6.7%	6.4%	24,686	+9.5%	$17.3M
VWOVanguard Intl Equity Index F	6.6%	6.7%	287,813	+6.7%	$17.1M
FTMNPutnam ETF Trust	6.0%	6.6%	1,916,223	+7.9%	$15.7M
FLMIFranklin Templeton ETF Tr	5.1%	5.6%	568,023	+6.2%	$13.2M
ARKGArk ETF Tr	4.3%	3.7%	205,204	-2.9%	$11.1M
VEAVanguard Ftse Developed Markets Index Fu	3.6%	3.1%	134,015	+28.7%	$9.5M
ARKFArk ETF Tr	3.3%	3.1%	188,920	-0.3%	$8.6M
AAPLApple Inc	2.9%	2.8%	22,285	-4.9%	$7.4M
ESGUIshares Tr	2.6%	2.9%	40,427	-4.7%	$6.7M
MSFTMicrosoft Corp	2.3%	1.9%	11,873	-0.6%	$6.1M
VUGVanguard Index Fds	2.3%	1.8%	65,365	+31.9%	$5.9M
SGOVIshares Tr	2.1%	1.2%	55,048	+97.8%	$5.5M
ESGDiShares ESG Aware MSCI EAFE ETF	1.7%	1.8%	41,990	-2.9%	$4.3M
VBVanguard Index Fds	1.6%	1.9%	15,028	-2.9%	$4.3M
VSSVanguard Intl Equity Index F	1.6%	1.5%	26,273	+15.6%	$4.1M
NVDANvidia Corporation	1.5%	1.4%	17,049	-0.1%	$3.9M
VOVanguard Index Fds	1.4%	1.2%	47,124	+36.0%	$3.7M
CRBNIshares Tr	1.2%	1.3%	12,288	+3.0%	$3.1M
IBATIshares Tr	0.9%	1.1%	55,856	-1.4%	$2.3M
EAGGIshares Tr	0.8%	0.8%	48,441	+14.6%	$2.2M
ESGEiShares ESG Aware MSCI EM ETF	0.8%	0.9%	38,902	-5.1%	$2.1M
ESMLIshares Tr	0.8%	1.0%	38,238	-9.8%	$2.0M
TECHBio-Techne Corp	0.8%	0.9%	27,291	-7.0%	$2.0M
ZAPGlobal X Fds	0.7%	0.8%	58,082	+0.6%	$1.8M
NUKZRange Nuclear Renaissance ETF	0.7%	0.8%	28,254	+1.8%	$1.7M
SUSCIshares Tr	0.5%	0.6%	63,479	+3.4%	$1.4M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.5%	1,509	+0.4%	$1.2M
GOOGAlphabet Inc	0.4%	0.5%	3,355	-3.9%	$1.1M
HEIHeico Corp New	0.4%	0.5%	3,480	+0.0%	$1.1M
ILMNIllumina Inc	0.4%	0.3%	3,649	+0.0%	$999K
BGRNiShares USD Green Bond ETF	0.4%	0.4%	21,619	+14.3%	$986K
SUSBIshares Tr	0.4%	0.3%	37,454	+43.6%	$915K
MMM3m Co	0.3%	0.3%	5,441	+12.9%	$893K
AMGNAmgen Inc	0.3%	0.4%	1,906	-18.8%	$803K
HEI-AHeico Corp	0.3%	0.4%	3,438	+0.0%	$785K
GOOGLAlphabet Inc	0.3%	0.3%	2,175	-6.1%	$748K
BRK-ABerkshire Hathaway Inc Del	0.3%	0.3%	1	+0.0%	$747K
QQQInvesco Qqq Tr	0.3%	0.3%	1,000	+0.0%	$740K
VTEBVanguard Mun Bd Fds	0.3%	0.3%	13,819	+2.9%	$654K
JKEIshares Tr	0.2%	0.3%	5,505	+0.0%	$644K
DEDeere & Co	0.2%	0.3%	949	+0.0%	$637K
HONHoneywell Intl Inc	0.2%	0.3%	2,955	+0.0%	$623K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,809	-0.5%	$598K
AVGOBroadcom Inc	0.2%	0.3%	1,660	-0.3%	$583K
BRK-BBerkshire Hathaway Inc Del	0.2%	—	1,164	—	$580K
VGITVanguard Scottsdale Fds	0.2%	—	9,712	—	$550K
AMZNAmazon Com Inc	0.2%	0.2%	2,196	-1.3%	$547K

What Midwest Financial Partners Investments, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$260.1M	80
Q2 2026	$240.8M	80
Q1 2026	$188.6M	76
Q4 2025	$180.0M	69

Questions about Midwest Financial Partners Investments, Inc.'s portfolio

What stocks does Midwest Financial Partners Investments, Inc. own?

Midwest Financial Partners Investments, Inc.'s latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 80 positions worth $260.1M. The largest are Vanguard Index Fds (VTV) at 9.9%, J P Morgan Exchange Traded F (JPIB) at 9.3%, Ishares Tr (TFLO) at 8.2%, Vanguard Index Fds (VOO) at 6.7% and Vanguard Intl Equity Index F (VWO) at 6.6%.

What did Midwest Financial Partners Investments, Inc. buy last quarter?

In Q3 2026, Midwest Financial Partners Investments, Inc. added Ishares Tr (SGOV) (+97.8% shares), Ishares Tr (SUSB) (+43.6% shares) and Vanguard Index Fds (VO) (+36.0% shares), compared with its Q2 2026 filing.

What did Midwest Financial Partners Investments, Inc. sell last quarter?

In Q3 2026, Midwest Financial Partners Investments, Inc. cut from its top 50 Honeywell Aerospace Inc (HONA), cut from its top 50 Unitedhealth Group Inc (UNH), Amgen Inc (AMGN) (-18.8% shares), Ishares Tr (ESML) (-9.8% shares) and Bio-Techne Corp (TECH) (-7.0% shares), compared with its Q2 2026 filing.

When is Midwest Financial Partners Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Midwest Financial Partners Investments, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Midwest Financial Partners Investments, Inc. manage?

Midwest Financial Partners Investments, Inc. reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $260.1M.