Midwest Financial Partners Investments, Inc.
Holdings as of 2026-09-30, filed 2026-10-08
This is history, not a current position. These holdings describe 2026-09-30, and the report became public 8 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
80
Value reported by manager
$260.1M
Sum of our stored positions
$260.1M
should match the line above
Disclosure lag
8 d
quarter end to filing
Top 5 concentration
40.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
80 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | $25.8M | 119,525 | — | 922908744 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $24.2M | 517,558 | — | 46641Q852 |
| ISHARES TR | TRS FLT RT BD | $21.3M | 420,997 | — | 46434V860 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $17.3M | 24,686 | — | 922908363 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $17.1M | 287,813 | — | 922042858 |
| PUTNAM ETF TRUST | FRANK MINN ETF | $15.7M | 1,916,223 | — | 746729813 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $13.2M | 568,023 | — | 35473P868 |
| ARK ETF TR | GENOMIC REV ETF | $11.1M | 205,204 | — | 00214Q302 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $9.5M | 134,015 | — | 921943858 |
| ARK ETF TR | BLOC FIN INN ETF | $8.6M | 188,920 | — | 00214Q708 |
| APPLE INC | COM | $7.4M | 22,285 | — | 037833100 |
| ISHARES TR | ESG AWR MSCI USA | $6.7M | 40,427 | — | 46435G425 |
| MICROSOFT CORP | COM | $6.1M | 11,873 | — | 594918104 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | $5.9M | 65,365 | — | 922908736 |
| ISHARES TR | 0-3 MTH TREASURY | $5.5M | 55,048 | — | 46436E718 |
| ISHARES TR | ESG AW MSCI EAFE | $4.3M | 41,990 | — | 46435G516 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | $4.3M | 15,028 | — | 922908751 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $4.1M | 26,273 | — | 922042718 |
| NVIDIA CORPORATION | COM | $3.9M | 17,049 | — | 67066G104 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | $3.7M | 47,124 | — | 922908629 |
| ISHARES TR | LOW CA OP MS ETF | $3.1M | 12,288 | — | 46434V464 |
| ISHARES TR | ENERGY STRG & MA | $2.3M | 55,856 | — | 46438G737 |
| ISHARES TR | ESG AWR US AGRGT | $2.2M | 48,441 | — | 46435U549 |
| ISHARES INC | ESG AWR MSCI EM | $2.1M | 38,902 | — | 46434G863 |
| ISHARES TR | ESG AWARE MSCI | $2M | 38,238 | — | 46435U663 |
| BIO-TECHNE CORP | COM | $2M | 27,291 | — | 09073M104 |
| GLOBAL X FDS | U S ELECT ETF | $1.8M | 58,082 | — | 37960A370 |
| EXCHANGE TRADED CONCEPTS TRU | RANG NUCL RE ETF | $1.7M | 28,254 | — | 301505475 |
| ISHARES TR | ESG AWRE USD ETF | $1.4M | 63,479 | — | 46435G193 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.2M | 1,509 | — | 78462F103 |
| ALPHABET INC | CAP STK CL C | $1.1M | 3,355 | — | 02079K107 |
| HEICO CORP NEW | COM | $1.1M | 3,480 | — | 422806109 |
| ILLUMINA INC | COM | $998.7K | 3,649 | — | 452327109 |
| ISHARES TR | USD GRN BOND ETF | $986.2K | 21,619 | — | 46435U440 |
| ISHARES TR | ESG AWRE 1 5 YR | $915K | 37,454 | — | 46435G243 |
| 3M CO | COM | $893.1K | 5,441 | — | 88579Y101 |
| AMGEN INC | COM | $803.4K | 1,906 | — | 031162100 |
| HEICO CORP NEW | CL A | $785K | 3,438 | — | 422806208 |
| ALPHABET INC | CAP STK CL A | $748.4K | 2,175 | — | 02079K305 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $747K | 1 | — | 084670108 |
| INVESCO QQQ TR | UNIT SER 1 | $739.6K | 1,000 | — | 46090E103 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $654.5K | 13,819 | — | 922907746 |
| ISHARES TR | MORNINGSTAR GRWT | $643.9K | 5,505 | — | 464287119 |
| DEERE & CO | COM | $637.3K | 949 | — | 244199105 |
| HONEYWELL INTL INC | COM | $623.3K | 2,955 | — | 438516205 |
| JPMORGAN CHASE & CO | COM | $598.5K | 1,809 | — | 46625H100 |
| BROADCOM INC | COM | $583K | 1,660 | — | 11135F101 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $579.6K | 1,164 | — | 084670702 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $550.3K | 9,712 | — | 92206C706 |
| AMAZON COM INC | COM | $547.1K | 2,196 | — | 023135106 |
| UNITEDHEALTH GROUP INC | COM | $533K | 1,452 | — | 91324P102 |
| HONEYWELL AEROSPACE INC | COM | $453.4K | 2,926 | — | 43849R105 |
| ISHARES INC | CORE MSCI EMKT | $447.6K | 5,515 | — | 46434G103 |
| NUCOR CORP | COM | $446K | 1,908 | — | 670346105 |
| VISA INC | COM CL A | $414.3K | 1,153 | — | 92826C839 |
| ISHARES TR | CORE MSCI EAFE | $408.6K | 4,218 | — | 46432F842 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $408.5K | 8,630 | — | 46438F101 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $407K | 8,684 | — | 92203J407 |
| ISHARES TR | CORE S&P MCP ETF | $387K | 5,379 | — | 464287507 |
| BOEING CO | COM | $386.2K | 2,076 | — | 097023105 |
| BOSTON SCIENTIFIC CORP | COM | $343.3K | 7,865 | — | 101137107 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $314.8K | 6,270 | — | 78463X889 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $307.2K | 1,888 | — | 30233Q108 |
| ADVANCED MICRO DEVICES INC | COM | $301.6K | 493 | — | 007903107 |
| JOHNSON & JOHNSON | COM | $287.8K | 1,087 | — | 478160104 |
| ORACLE CORP | COM | $276.8K | 2,016 | — | 68389X105 |
| AMETEK INC | COM | $272.5K | 1,100 | — | 031100100 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $265.5K | 582 | — | 874039100 |
| ABBVIE INC | COM | $257.9K | 986 | — | 00287Y109 |
| ISHARES TR | MSCI EMG MKT ETF | $252.9K | 3,787 | — | 464287234 |
| PHILLIPS 66 | COM | $243.3K | 953 | — | 718546104 |
| CISCO SYS INC | COM | $240.6K | 2,235 | — | 17275R102 |
| ISHARES TR | S&P 500 GRWT ETF | $226.3K | 1,591 | — | 464287309 |
| ISHARES TR | CORE S&P SCP ETF | $224K | 1,646 | — | 464287804 |
| STARBUCKS CORP | COM | $220.1K | 2,343 | — | 855244109 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $217.3K | 6,658 | — | 808524607 |
| MEDTRONIC PLC | SHS | $216.6K | 2,510 | — | G5960L103 |
| CONOCOPHILLIPS | COM | $213.3K | 1,704 | — | 20825C104 |
| VANGUARD WORLD FD | INF TECH ETF | $209.1K | 1,664 | — | 92204A702 |
| ELI LILLY & CO | COM | $204.8K | 177 | — | 532457108 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-10-08