# Midwest Financial Partners Investments, Inc.

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1968851. Source: https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/

- Reported value: $260.1M
- Positions: 80
- Weight of the ten largest: 63.0%
- Filed: 2026-10-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $25.8M | 119,525 | 9.9% | 4 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $24.2M | 517,558 | 9.3% | 4 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $21.3M | 420,997 | 8.2% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $17.3M | 24,686 | 6.7% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $17.1M | 287,813 | 6.6% | 4 |
| PUTNAM ETF TRUST | [FTMN](https://holderbook.com/stocks/FTMN/) | $15.7M | 1,916,223 | 6.0% | 4 |
| FRANKLIN TEMPLETON ETF TR | [FLMI](https://holderbook.com/stocks/FLMI/) | $13.2M | 568,023 | 5.1% | 4 |
| ARK ETF TR | [ARKG](https://holderbook.com/stocks/ARKG/) | $11.1M | 205,204 | 4.3% | 4 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $9.5M | 134,015 | 3.6% | 4 |
| ARK ETF TR | [ARKF](https://holderbook.com/stocks/ARKF/) | $8.6M | 188,920 | 3.3% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.4M | 22,285 | 2.9% | 4 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $6.7M | 40,427 | 2.6% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.1M | 11,873 | 2.3% | 4 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $5.9M | 65,365 | 2.3% | 4 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $5.5M | 55,048 | 2.1% | 4 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $4.3M | 41,990 | 1.7% | 4 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $4.3M | 15,028 | 1.6% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $4.1M | 26,273 | 1.6% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.9M | 17,049 | 1.5% | 4 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $3.7M | 47,124 | 1.4% | 4 |
| ISHARES TR | [CRBN](https://holderbook.com/stocks/CRBN/) | $3.1M | 12,288 | 1.2% | 4 |
| ISHARES TR | [IBAT](https://holderbook.com/stocks/IBAT/) | $2.3M | 55,856 | 0.9% | 4 |
| ISHARES TR | [EAGG](https://holderbook.com/stocks/EAGG/) | $2.2M | 48,441 | 0.8% | 4 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $2.1M | 38,902 | 0.8% | 4 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $2.0M | 38,238 | 0.8% | 4 |
| BIO-TECHNE CORP | [TECH](https://holderbook.com/stocks/TECH/) | $2.0M | 27,291 | 0.8% | 4 |
| GLOBAL X FDS | [ZAP](https://holderbook.com/stocks/ZAP/) | $1.8M | 58,082 | 0.7% | 4 |
| EXCHANGE TRADED CONCEPTS TRU | [NUKZ](https://holderbook.com/stocks/NUKZ/) | $1.7M | 28,254 | 0.7% | 4 |
| ISHARES TR | [SUSC](https://holderbook.com/stocks/SUSC/) | $1.4M | 63,479 | 0.5% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.2M | 1,509 | 0.4% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.1M | 3,355 | 0.4% | 4 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $1.1M | 3,480 | 0.4% | 4 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $998.7K | 3,649 | 0.4% | 4 |
| ISHARES TR | [BGRN](https://holderbook.com/stocks/BGRN/) | $986.2K | 21,619 | 0.4% | 4 |
| ISHARES TR | [SUSB](https://holderbook.com/stocks/SUSB/) | $915.0K | 37,454 | 0.4% | 4 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $893.1K | 5,441 | 0.3% | 4 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $803.4K | 1,906 | 0.3% | 4 |
| HEICO CORP NEW | [HEIA](https://holderbook.com/stocks/HEIA/) | $785.0K | 3,438 | 0.3% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $748.4K | 2,175 | 0.3% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $747.0K | 1 | 0.3% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $739.6K | 1,000 | 0.3% | 4 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $654.5K | 13,819 | 0.3% | 4 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $643.9K | 5,505 | 0.2% | 4 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $637.3K | 949 | 0.2% | 4 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $623.3K | 2,955 | 0.2% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $598.5K | 1,809 | 0.2% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $583.0K | 1,660 | 0.2% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $579.6K | 1,164 | 0.2% | 1 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $550.3K | 9,712 | 0.2% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $547.1K | 2,196 | 0.2% | 4 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $533.0K | 1,452 | 0.2% | 4 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $453.4K | 2,926 | 0.2% | 2 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $447.6K | 5,515 | 0.2% | 4 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $446.0K | 1,908 | 0.2% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $414.3K | 1,153 | 0.2% | 4 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $408.6K | 4,218 | 0.2% | 4 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $408.5K | 8,630 | 0.2% | 3 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $407.0K | 8,684 | 0.2% | 2 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $387.0K | 5,379 | 0.1% | 4 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $386.2K | 2,076 | 0.1% | 4 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $343.3K | 7,865 | 0.1% | 4 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $314.8K | 6,270 | 0.1% | 4 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $307.2K | 1,888 | 0.1% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $301.6K | 493 | 0.1% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $287.8K | 1,087 | 0.1% | 4 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $276.8K | 2,016 | 0.1% | 4 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $272.5K | 1,100 | 0.1% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $265.5K | 582 | 0.1% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $257.9K | 986 | 0.1% | 2 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $252.9K | 3,787 | 0.1% | 4 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $243.3K | 953 | 0.1% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $240.6K | 2,235 | 0.1% | 2 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $226.3K | 1,591 | 0.1% | 4 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $224.0K | 1,646 | 0.1% | 4 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $220.1K | 2,343 | 0.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $217.3K | 6,658 | 0.1% | 2 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $216.6K | 2,510 | 0.1% | 1 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $213.3K | 1,704 | 0.1% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $209.1K | 1,664 | 0.1% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $204.8K | 177 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.3% | +14.8% | -4.6% | 100% |
| Q1 2026 | -3.4% | -4.6% | +1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $260.1M | 80 |
| Q2 2026 | $240.8M | 80 |
| Q1 2026 | $188.6M | 76 |
| Q4 2025 | $180.0M | 69 |