Q2 2026 13F · SEC CIK 1968851

Midwest Financial Partners Investments, Inc.

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $240.8M
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 $240.8M in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Vanguard Value ETF (VTV, 10.1%), Jpmorgan International Bond Opportunitie (JPIB, 9.7%), Ishares Tr (TFLO, 7.8%).

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

Weights are shares of the filer's total reported 13F value, compared with Q1 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	Q1 2026	Shares	Share change	Reported value
VTVVanguard Value ETF	10.1%	10.8%	111,586	+7.6%	$24.3M
JPIBJpmorgan International Bond Opportunitie	9.7%	11.6%	482,644	+5.9%	$23.3M
TFLOIshares Tr	7.8%	—	370,480	—	$18.8M
VWOVanguard Intl Equity Index F	6.7%	7.2%	269,821	+7.4%	$16.1M
FTMNPutnam ETF Trust	6.6%	6.7%	1,775,111	+22.1%	$15.8M
VOOVanguard S&p 500 ETF	6.4%	6.4%	22,535	+11.2%	$15.5M
FLMIFranklin Templeton ETF Tr	5.6%	6.2%	534,969	+14.2%	$13.5M
ARKGArk ETF Tr	3.7%	2.9%	211,386	+0.9%	$8.9M
ARKFArk ETF Tr	3.1%	3.8%	189,532	+1.8%	$7.5M
VEAVanguard Tax-Managed Fds	3.1%	2.8%	104,132	+27.3%	$7.4M
ESGUIshares Msci Usa Esg	2.9%	3.2%	42,400	-0.3%	$6.9M
AAPLApple Inc	2.8%	3.2%	23,424	-0.1%	$6.8M
VBVanguard Indx Fd	1.9%	2.2%	15,476	-1.8%	$4.7M
MSFTMicrosoft Corp	1.9%	2.4%	11,942	-4.3%	$4.5M
ESGDIshares Msci Eafe Esg	1.8%	2.1%	43,255	+2.7%	$4.4M
VUGVanguard Indx Fd	1.8%	1.4%	49,542	+723.5%	$4.3M
VSSVanguard Intl Equity Index F	1.5%	1.5%	22,724	+20.3%	$3.5M
NVDANvidia Corporation Com	1.4%	1.6%	17,065	-3.1%	$3.4M
CRBNIshares Msci Acwi Low Carbon	1.3%	1.3%	11,929	+4.7%	$3.0M
SGOViShares 0-3 Month Treasury Bon	1.2%	1.8%	27,825	-17.0%	$2.8M
VOVanguard Index Fds	1.2%	0.9%	34,646	+465.0%	$2.8M
IBATIshares Tr	1.1%	1.0%	56,621	+2.9%	$2.6M
ESMLIshares Tr	1.0%	1.1%	42,373	-3.4%	$2.4M
ESGEIshares Inc	0.9%	1.0%	40,998	-1.0%	$2.2M
TECHBio-Techne Corp	0.9%	1.0%	29,351	-22.0%	$2.1M
EAGGIshares Tr	0.8%	1.0%	42,278	+1.6%	$2.0M
ZAPGlobal X Fds	0.8%	0.9%	57,755	+5.1%	$2.0M
NUKZRange Nuclear Renaissance Index ETF	0.8%	0.9%	27,741	+5.8%	$1.9M
SUSCIshares Tr	0.6%	0.8%	61,409	-9.4%	$1.4M
HEIHeico Corp New	0.5%	0.5%	3,480	+0.0%	$1.2M
GOOGAlphabet Inc	0.5%	0.6%	3,492	-16.0%	$1.2M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	1,503	+1.8%	$1.1M
BGRNIshares Tr	0.4%	0.5%	18,921	-0.4%	$898K
HEI-AHeico Corp New	0.4%	0.4%	3,438	+0.0%	$887K
AMGNAmgen Inc Com	0.4%	0.4%	2,346	+0.0%	$850K
GOOGLAlphabet Inc	0.3%	0.4%	2,317	-6.1%	$828K
MMM3m Co Com	0.3%	0.4%	4,819	+0.0%	$780K
BRK-ABerkshire Hathaway Inc Del	0.3%	0.4%	1	+0.0%	$749K
QQQInvesco Qqq Tr	0.3%	0.3%	1,000	+0.0%	$736K
VTEBVanguard Tx Ex Bd	0.3%	0.3%	13,434	+20.5%	$679K
HONHoneywell International Inc.	0.3%	—	2,955	—	$662K
HONAHoneywell Aerospace Inc.	0.3%	—	2,955	—	$653K
SUSBIshares Tr	0.3%	0.3%	26,084	+29.0%	$652K
JKEIshares Tr	0.3%	0.3%	5,505	+0.0%	$644K
ILMNIllumina Inc	0.3%	0.2%	3,649	+0.0%	$642K
AVGOBroadcom Inc	0.3%	0.3%	1,665	+1.0%	$629K
UNHUnitedhealth Group Inc Com	0.3%	0.2%	1,453	-6.5%	$604K
DEDeere & Co Com	0.3%	0.3%	949	+0.0%	$602K
JPMJpmorgan Chase & Co	0.2%	0.3%	1,819	+0.6%	$595K
AMZNAmazon Com Inc Com	0.2%	0.2%	2,225	-0.8%	$530K

What Midwest Financial Partners Investments, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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 and rebuilt each quarter on the day the filing became public. 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
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 Q2 2026 and filed Jul 15, 2026, lists 80 positions worth $240.8M. The largest are Vanguard Value ETF (VTV) at 10.1%, Jpmorgan International Bond Opportunitie (JPIB) at 9.7%, Ishares Tr (TFLO) at 7.8%, Vanguard Intl Equity Index F (VWO) at 6.7% and Putnam ETF Trust (FTMN) at 6.6%.

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

In Q2 2026, Midwest Financial Partners Investments, Inc. added Vanguard Indx Fd (VUG) (+723.5% shares), Vanguard Index Fds (VO) (+465.0% shares) and Ishares Tr (SUSB) (+29.0% shares), compared with its Q1 2026 filing.

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

In Q2 2026, Midwest Financial Partners Investments, Inc. cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Vanguard Intermediate Treasury ETF (VGIT), Bio-Techne Corp (TECH) (-22.0% shares), iShares 0-3 Month Treasury Bon (SGOV) (-17.0% shares) and Alphabet Inc (GOOG) (-16.0% shares), compared with its Q1 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 Sep 30, 2026 is due by Nov 14, 2026; 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 $240.8M.