Midwest Trust Co

Est. AUM

$8.02B

13F long equity, this entity only

Positions

593

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$367.6M	1448417	4.58%	SOLE
2	NVIDIA CORPORATION	COM	$306.2M	1756012	3.82%	SOLE
3	VANGUARD INDEX FDS	EETF	$295.1M	1027699	3.68%	SOLE
4	MICROSOFT CORP	COM	$288.5M	779476	3.60%	SOLE
5	ALPHABET INC	COM	$204.8M	712225	2.55%	SOLE
6	AMAZON COM INC	COM	$194.3M	932752	2.42%	SOLE
7	BROADCOM INC	COM	$165.5M	534724	2.06%	SOLE
8	ISHARES TR	FETF	$134.6M	1261782	1.68%	SOLE
9	JPMORGAN CHASE & CO	COM	$131.9M	448341	1.64%	SOLE
10	EXXON MOBIL CORP	COM	$120.6M	710969	1.50%	SOLE
11	CATERPILLAR INC	COM	$110.4M	155806	1.38%	SOLE
12	ALPHABET INC	COM	$110.3M	384549	1.38%	SOLE
13	ABBVIE INC	COM	$105.5M	485280	1.32%	SOLE
14	VANGUARD TAX-MANAGED FDS	IETF	$104.4M	1629166	1.30%	SOLE
15	WALMART INC	COM	$101.8M	819110	1.27%	SOLE
16	DIMENSIONAL ETF TRUST	EETF	$97.9M	1376605	1.22%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	COM	$93.7M	195431	1.17%	SOLE
18	MERCK & CO INC	COM	$89.9M	747618	1.12%	SOLE
19	RTX CORPORATION	COM	$88.5M	458723	1.10%	SOLE
20	CISCO SYS INC	COM	$82.3M	1061238	1.03%	SOLE
21	VANGUARD INDEX FDS	EETF	$81.6M	136630	1.02%	SOLE
22	STATE STR SPDR S&P 500 ETF T	EETF	$81.6M	125444	1.02%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$81.4M	81663	1.01%	SOLE
24	META PLATFORMS INC	COM	$79.8M	139423	0.99%	SOLE
25	VISA INC	COM	$77.4M	256177	0.97%	SOLE
26	EATON CORP PLC	COM	$74.5M	208285	0.93%	SOLE
27	MCDONALDS CORP	COM	$70.7M	227570	0.88%	SOLE
28	UNION PAC CORP	COM	$69.7M	287224	0.87%	SOLE
29	TESLA INC	COM	$69.6M	187319	0.87%	SOLE
30	PROCTER & GAMBLE CO	COM	$69.4M	480292	0.87%	SOLE
31	ISHARES TR	IETF	$67.7M	747893	0.84%	SOLE
32	WILLIAMS COS INC	COM	$67.1M	921399	0.84%	SOLE
33	ISHARES TR	EETF	$66.1M	101256	0.82%	SOLE
34	CHUBB LTD SWITZ	COM	$64.2M	196861	0.80%	SOLE
35	AMERICAN CENTY ETF TR	IETF	$61.9M	767587	0.77%	SOLE
36	CHEVRON CORPORATION	COM	$61.6M	297670	0.77%	SOLE
37	HOME DEPOT INC	COM	$60.9M	185077	0.76%	SOLE
38	ELI LILLY & CO	COM	$59.9M	65139	0.75%	SOLE
39	PEPSICO INC	COM	$59.5M	382857	0.74%	SOLE
40	CONOCOPHILLIPS	COM	$56.1M	424672	0.70%	SOLE
41	AMERIPRISE FINL INC	COM	$55.4M	124637	0.69%	SOLE
42	PNC FINL SVCS GROUP INC	COM	$55.3M	265803	0.69%	SOLE
43	SCHWAB STRATEGIC TR	EETF	$52.3M	1796078	0.65%	SOLE
44	NORTHROP GRUMMAN CORP	COM	$51.9M	76035	0.65%	SOLE
45	ISHARES TR	EETF	$51.3M	120362	0.64%	SOLE
46	HONEYWELL INTL INC	COM	$48.3M	213807	0.60%	SOLE
47	PHILIP MORRIS INTL INC	COM	$45.7M	276193	0.57%	SOLE
48	SCHWAB STRATEGIC TR	FETF	$44.8M	1846314	0.56%	SOLE
49	THERMO FISHER SCIENTIFIC INC	COM	$44.3M	90151	0.55%	SOLE
50	JOHNSON & JOHNSON	COM	$40.8M	166891	0.51%	SOLE

1–50 of 593

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