Midwest Financial Partners Investments, Inc.

Est. AUM

$188.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$21.8M	455947	11.56%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$20.3M	103659	10.79%	SOLE
3	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$13.6M	251169	7.20%	SOLE
4	PUTNAM ETF TRUST	FRANKLIN MINNESO	$12.7M	1453336	6.73%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.1M	20259	6.42%	SOLE
6	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$11.6M	468525	6.16%	SOLE
7	ARK ETF TR	BLOCKCHAIN & FIN	$7.1M	186264	3.75%	SOLE
8	ISHARES TR	ESG AWR MSCI USA	$6.0M	42544	3.19%	SOLE
9	APPLE INC	COM	$6.0M	23454	3.16%	SOLE
10	ARK ETF TR	GENOMIC REV ETF	$5.5M	209416	2.93%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.2M	81829	2.78%	SOLE
12	MICROSOFT CORP	COM	$4.6M	12476	2.45%	SOLE
13	VANGUARD INDEX FDS	SMALL CP ETF	$4.1M	15758	2.19%	SOLE
14	ISHARES TR	ESG AW MSCI EAFE	$4.0M	42132	2.14%	SOLE
15	ISHARES TR	0-3 MNTH TREASRY	$3.4M	33526	1.79%	SOLE
16	NVIDIA CORPORATION	COM	$3.1M	17606	1.63%	SOLE
17	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.8M	18886	1.46%	SOLE
18	VANGUARD INDEX FDS	GROWTH ETF	$2.6M	6016	1.39%	SOLE
19	ISHARES TR	LOW CARBON OPTIM	$2.5M	11394	1.35%	SOLE
20	ISHARES TR	ESG AWARE MSCI	$2.1M	43881	1.09%	SOLE
21	ISHARES TR	ESG AWR US AGRGT	$2.0M	41596	1.05%	SOLE
22	BIO-TECHNE CORP	COM	$2.0M	37613	1.04%	SOLE
23	ISHARES INC	ESG AWR MSCI EM	$1.9M	41432	1.00%	SOLE
24	ISHARES TR	ENERGY STRG & MA	$1.9M	55025	1.00%	SOLE
25	GLOBAL X FDS	U S ELECTRIFICAT	$1.8M	54946	0.94%	SOLE
26	VANGUARD INDEX FDS	MID CAP ETF	$1.8M	6132	0.93%	SOLE
27	EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$1.7M	26211	0.91%	SOLE
28	ISHARES TR	ESG AWRE USD ETF	$1.6M	67772	0.83%	SOLE
29	HONEYWELL INTL INC	COM	$1.3M	5931	0.71%	SOLE
30	ALPHABET INC	CAP STK CL C	$1.2M	4156	0.63%	SOLE
31	STATE STR SPDR S&P 500 ETF T	TR UNIT	$960K	1476	0.51%	SOLE
32	HEICO CORP NEW	COM	$954K	3480	0.51%	SOLE
33	ISHARES TR	USD GRN BOND ETF	$902K	19003	0.48%	SOLE
34	AMGEN INC	COM	$825K	2346	0.44%	SOLE
35	HEICO CORP NEW	CL A	$726K	3438	0.38%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.38%	SOLE
37	ALPHABET INC	CAP STK CL A	$710K	2468	0.38%	SOLE
38	3M CO	COM	$700K	4819	0.37%	SOLE
39	INVESCO QQQ TR	UNIT SER 1	$577K	1000	0.31%	SOLE
40	VANGUARD MUN BD FDS	TAX EXEMPT BD	$556K	11150	0.29%	SOLE
41	DEERE & CO	COM	$535K	949	0.28%	SOLE
42	JPMORGAN CHASE & CO	COM	$532K	1809	0.28%	SOLE
43	ISHARES TR	MORNINGSTAR GRWT	$526K	5505	0.28%	SOLE
44	BROADCOM INC	COM	$510K	1649	0.27%	SOLE
45	ISHARES TR	ESG AWRE 1 5 YR	$507K	20220	0.27%	SOLE
46	AMAZON COM INC	COM	$467K	2242	0.25%	SOLE
47	ILLUMINA INC	COM	$450K	3649	0.24%	SOLE
48	BOSTON SCIENTIFIC CORP	COM	$444K	7080	0.24%	SOLE
49	UNITEDHEALTH GROUP INC	COM	$420K	1554	0.22%	SOLE
50	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$419K	7035	0.22%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.