Q3 2026 13F · SEC CIK 2077080

Midwest Trust Co

Bank & trustFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $9.0B
Reported positions: 633
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.5 yrs

Midwest Trust Co is a bank & trust that reported 633 positions worth $9.0B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Apple Inc (AAPL, 5.4%), Microsoft Corp (MSFT, 4.6%), Nvidia Corporation (NVDA, 4.4%).

Midwest Trust Co holdings largest 50 of 633 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 Trust Co 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	5.4%	4.7%	1,454,798	+1.6%	$484.5M
MSFTMicrosoft Corp	4.6%	3.4%	806,963	-0.2%	$413.9M
NVDANvidia Corporation	4.4%	3.9%	1,723,843	-0.2%	$393.7M
VOVanguard Index Fds	3.1%	3.3%	3,514,996	-2.9%	$275.6M
GOOGLAlphabet Inc	2.5%	2.7%	655,175	-1.0%	$225.4M
AMZNAmazon Com Inc	2.5%	2.5%	901,279	-2.3%	$224.6M
AVGOBroadcom Inc	1.9%	2.3%	497,152	-6.9%	$174.6M
JPMJpmorgan Chase & Co	1.9%	1.9%	509,751	-0.5%	$168.6M
METAMeta Platforms Inc	1.7%	1.1%	206,830	+21.2%	$150.0M
GVIIshares Tr	1.6%	1.6%	1,401,736	+3.8%	$144.5M
GOOGAlphabet Inc	1.6%	1.5%	415,150	+8.2%	$141.5M
VEAVanguard Ftse Developed Markets Index Fu	1.4%	1.4%	1,840,438	+3.7%	$130.0M
ABBVAbbvie Inc	1.4%	1.4%	487,687	-0.4%	$127.6M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.3%	253,589	+13.0%	$126.3M
XOMExxonmobil Holdings Corp	1.3%	—	702,408	—	$114.3M
CATCaterpillar Inc	1.2%	1.7%	136,747	-3.9%	$110.9M
DFASDimensional ETF Trust	1.1%	1.2%	1,322,423	-0.5%	$102.4M
MRKMerck & Co Inc	1.1%	1.1%	697,609	-5.5%	$101.4M
CSCOCisco Sys Inc	1.1%	1.4%	909,043	-11.8%	$97.8M
VOOVanguard Index Fds	1.1%	1.1%	136,542	+1.0%	$95.7M
VVisa Inc	1.0%	1.0%	261,283	+0.4%	$93.9M
SPYState Str Spdr S&p 500 ETF T	1.0%	1.0%	122,572	-0.9%	$93.5M
ETNEaton Corp PLC	1.0%	1.0%	207,235	-0.3%	$89.1M
WMTWalmart Inc	1.0%	1.0%	838,543	+4.0%	$87.1M
LLYEli Lilly & Co	0.9%	0.9%	73,312	+7.4%	$84.8M
AVEMAmerican Centy ETF Tr	0.9%	1.0%	898,963	+3.3%	$84.5M
RTXRtx Corporation	0.9%	1.0%	454,008	+0.1%	$84.3M
IEFAIshares Tr	0.9%	0.9%	826,758	+3.1%	$80.1M
IVVIshares Tr	0.9%	0.9%	101,667	+1.3%	$77.9M
COSTCostco Wholesale Corporation	0.9%	0.9%	84,883	+1.9%	$77.3M
PGProcter & Gamble Co	0.9%	0.8%	529,870	+10.7%	$77.0M
TSLATesla Inc	0.8%	0.9%	214,234	+15.6%	$76.0M
UNPUnion Pac Corp	0.8%	0.9%	273,323	-4.2%	$74.4M
SCHGSchwab Strategic Tr	0.7%	0.7%	1,870,102	+6.2%	$67.2M
IWFIshares Tr	0.7%	0.7%	509,024	+3.4%	$63.8M
CBChubb Limited	0.7%	0.8%	194,473	-0.6%	$63.3M
WMBWilliams Cos	0.7%	0.8%	920,778	+1.1%	$62.6M
TMOThermo Fisher Scientific Inc	0.7%	0.5%	91,508	+0.2%	$61.8M
AMPAmeriprise Finl Inc	0.7%	0.7%	125,183	-1.3%	$61.6M
MCDMcdonalds Corp	0.7%	0.7%	266,837	+12.3%	$61.6M
CVXChevron Corporation	0.7%	0.5%	299,603	+3.4%	$61.2M
SCHOSchwab Strategic Tr	0.7%	0.7%	2,560,505	+1.1%	$61.1M
PNCPnc Finl Svcs Group Inc	0.7%	0.7%	269,591	+0.7%	$59.9M
HDHome Depot Inc	0.6%	0.8%	200,230	+6.7%	$57.0M
COPConocophillips	0.6%	0.5%	422,751	+0.4%	$52.9M
PMPhilip Morris Intl Inc	0.6%	0.6%	276,798	+0.7%	$52.8M
PEPPepsico Inc	0.6%	0.6%	400,353	+4.1%	$50.7M
CRMSalesforce Inc	0.5%	—	203,826	—	$46.8M
AMATApplied Matls Inc	0.5%	0.8%	88,978	-7.1%	$45.5M
JNJJohnson & Johnson	0.5%	—	165,001	—	$43.7M

What Midwest Trust Co 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: +9.5% /yr; S&P 500 +11.7%
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	$9.0B	633
Q2 2026	$8.8B	606
Q1 2026	$8.0B	593
Q4 2025	$8.0B	588
Q3 2025	$7.7B	581
Q2 2025	$7.2B	588

Questions about Midwest Trust Co's portfolio

What stocks does Midwest Trust Co own?

Midwest Trust Co's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 633 positions worth $9.0B. The largest are Apple Inc (AAPL) at 5.4%, Microsoft Corp (MSFT) at 4.6%, Nvidia Corporation (NVDA) at 4.4%, Vanguard Index Fds (VO) at 3.1% and Alphabet Inc (GOOGL) at 2.5%.

What did Midwest Trust Co buy last quarter?

In Q3 2026, Midwest Trust Co added Meta Platforms Inc (META) (+21.2% shares), Tesla Inc (TSLA) (+15.6% shares) and Berkshire Hathaway Inc Del (BRK-B) (+13.0% shares), compared with its Q2 2026 filing.

What did Midwest Trust Co sell last quarter?

In Q3 2026, Midwest Trust Co cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 State Str Spdr S&p Midcap 40 (MDY), Cisco Sys Inc (CSCO) (-11.8% shares), Applied Matls Inc (AMAT) (-7.1% shares) and Broadcom Inc (AVGO) (-6.9% shares), compared with its Q2 2026 filing.

When is Midwest Trust Co's next 13F filing due?

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