Midwest Financial Partners Investments, Inc. Top Holdings and 13F Report (2026) About Midwest Financial Partners Investments, Inc.Investment ActivityMidwest Financial Partners Investments, Inc. has $188.57 million in total holdings as of March 31, 2026.Midwest Financial Partners Investments, Inc. owns shares of 76 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 8.81% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Midwest Financial Partners Investments, Inc. has purchased 69 new stocks and bought additional shares in 33 stocks.Midwest Financial Partners Investments, Inc. sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings JPMorgan International Bond Opportunities ETF $21,803,386Vanguard Value ETF $20,337,896Vanguard FTSE Emerging Markets ETF $13,575,703PUTNAM ETF TRUST $12,687,624Vanguard S&P 500 ETF $12,105,766 Largest New Holdings this Quarter 147528103 - Casey's General Stores $403,963 Holding46428Q109 - iShares Silver Trust $337,293 Holding46438F101 - ISHARES BITCOIN TRUST ETF $331,565 Holding78463V107 - SPDR Gold Shares $314,112 Holding30231G102 - ExxonMobil $267,153 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,267 shares (about $1.95M)iShares 0-3 Month Treasury Bond ETF 15,111 shares (about $1.52M)Vanguard FTSE Developed Markets ETF 22,694 shares (about $1.45M)JPMorgan International Bond Opportunities ETF 28,882 shares (about $1.38M)Vanguard Growth ETF 2,463 shares (about $1.08M) Largest Sales this Quarter NVIDIA 2,477 shares (about $431.99K)Apple 1,525 shares (about $387.03K)Boston Scientific 2,036 shares (about $127.76K)Bio-Techne 2,334 shares (about $121.97K)Vanguard Small-Cap ETF 409 shares (about $107.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMidwest Financial Partners Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPIBJPMorgan International Bond Opportunities ETF$21,803,386$1,381,137 ▲6.8%455,94711.6%ETFVTVVanguard Value ETF$20,337,896$936,266 ▲4.8%103,65910.8%ETFVWOVanguard FTSE Emerging Markets ETF$13,575,703$923,554 ▲7.3%251,1697.2%ETFPUTNAM ETF TRUST$12,687,624$943,390 ▲8.0%1,453,3366.7%FRANKLIN MINNESOVOOVanguard S&P 500 ETF$12,105,766$1,952,196 ▲19.2%20,2596.4%ETFFLMIFranklin Dynamic Municipal Bond ETF$11,614,735$668,586 ▲6.1%468,5256.2%ETFARK ETF TR$7,079,902$50,667 ▲0.7%186,2643.8%BLOCKCHAIN & FINESGUiShares ESG Aware MSCI USA ETF$6,016,573$336,438 ▲5.9%42,5443.2%ManufacturingAAPLApple$5,952,391$387,030 ▼-6.1%23,4543.2%Computer and TechnologyARKGARK Genomic Revolution ETF$5,532,778$111,757 ▲2.1%209,4162.9%ETFVEAVanguard FTSE Developed Markets ETF$5,243,603$1,454,232 ▲38.4%81,8292.8%ETFMSFTMicrosoft$4,618,256$58,487 ▼-1.3%12,4762.4%Computer and TechnologyVBVanguard Small-Cap ETF$4,127,336$107,125 ▼-2.5%15,7582.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$4,028,662$261,329 ▲6.9%42,1322.1%ManufacturingSGOViShares 0-3 Month Treasury Bond ETF$3,374,728$1,521,074 ▲82.1%33,5261.8%ETFNVDANVIDIA$3,070,487$431,989 ▼-12.3%17,6061.6%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,753,390$518,867 ▲23.2%18,8861.5%ETFVUGVanguard Growth ETF$2,627,729$1,075,814 ▲69.3%6,0161.4%ETFCRBNiShares MSCI ACWI Low Carbon Target ETF$2,538,678$90,237 ▲3.7%11,3941.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,063,285$9,686 ▲0.5%43,8811.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,977,890$204,655 ▲11.5%41,5961.0%ETFTECHBio-Techne$1,965,656$121,975 ▼-5.8%37,6131.0%MedicalESGEiShares ESG Aware MSCI EM ETF$1,883,914$63,840 ▲3.5%41,4321.0%ManufacturingISHARES TR$1,876,903$69,857 ▲3.9%55,0251.0%ENERGY STRG & MAGLOBAL X FDS$1,767,064$79,017 ▲4.7%54,9460.9%U S ELECTRIFICATVOVanguard Mid-Cap ETF$1,760,988$675,735 ▲62.3%6,1320.9%ETFEXCHANGE TRADED CONCEPTS TRU$1,723,898$139,564 ▲8.8%26,2110.9%RANGE NUCLEAR RESUSCiShares ESG Aware USD Corporate Bond ETF$1,568,089$165,435 ▲11.8%67,7720.8%ManufacturingHONHoneywell International$1,340,5840.0%5,9310.7%Multi-Sector ConglomeratesGOOGAlphabet$1,192,191$9,466 ▲0.8%4,1560.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$959,902$6,503 ▲0.7%1,4760.5%FinanceHEIHeico$954,2160.0%3,4800.5%AerospaceBGRNiShares USD Green Bond ETF$902,103$65,084 ▲7.8%19,0030.5%ManufacturingAMGNAmgen$825,4410.0%2,3460.4%MedicalHEI.AHeico$725,7280.0%3,4380.4%AerospaceBRK.ABerkshire Hathaway$718,1400.0%10.4%FinanceGOOGLAlphabet$709,699$90,582 ▲14.6%2,4680.4%Computer and TechnologyMMM3M$699,8640.0%4,8190.4%Multi-Sector ConglomeratesQQQInvesco QQQ$577,056$51,935 ▲9.9%1,0000.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$556,274$64,159 ▲13.0%11,1500.3%ETFDEDeere & Company$534,572$23,659 ▼-4.2%9490.3%IndustrialsJPMJPMorgan Chase & Co.$532,1360.0%1,8090.3%FinanceILCGiShares Morningstar Growth ETF$525,6180.0%5,5050.3%ETFAVGOBroadcom$510,3820.0%1,6490.3%Computer and TechnologySUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$506,815$52,787 ▲11.6%20,2200.3%ManufacturingAMZNAmazon.com$466,942$5,832 ▲1.3%2,2420.2%Retail/WholesaleILMNIllumina$449,776$1,602 ▼-0.4%3,6490.2%MedicalBSXBoston Scientific$444,270$127,759 ▼-22.3%7,0800.2%MedicalUNHUnitedHealth Group$420,497$48,706 ▲13.1%1,5540.2%MedicalVGITVanguard Intermediate-Term Treasury ETF$418,935$3,930 ▼-0.9%7,0350.2%ETFIJRiShares Core S&P Small-Cap ETF$410,5290.0%3,3020.2%ETFIJHiShares Core S&P Mid-Cap ETF$404,9560.0%5,9970.2%ETFCASYCasey's General Stores$403,963$403,963 ▲New Holding5550.2%Retail/WholesaleAXPAmerican Express$395,342$55,959 ▲16.5%1,3070.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$380,0680.0%5,4490.2%ETFIEFAiShares Core MSCI EAFE ETF$379,2310.0%4,1890.2%ETFBABoeing$365,6190.0%1,8370.2%AerospaceVVisa$352,7150.0%1,1670.2%Business ServicesPEPPepsiCo$345,8310.0%2,2270.2%Consumer StaplesSLViShares Silver Trust$337,293$337,293 ▲New Holding4,9500.2%ETFISHARES BITCOIN TRUST ETF$331,565$331,565 ▲New Holding8,6300.2%SHS BEN INTNUENucor$322,6430.0%1,9080.2%Basic MaterialsJNJJohnson & Johnson$316,0610.0%1,2930.2%MedicalGLDSPDR Gold Shares$314,112$314,112 ▲New Holding7300.2%FinanceORCLOracle$296,5740.0%2,0160.2%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$286,2260.0%6,2700.2%ETFXOMExxonMobil$267,153$267,153 ▲New Holding1,5750.1%EnergyYUMYum! Brands$246,4360.0%1,5850.1%Retail/WholesaleAMEAMETEK$235,7960.0%1,1000.1%Computer and TechnologyCOPConocoPhillips$232,320$232,320 ▲New Holding1,7600.1%EnergyWALMART INC$227,930$9,321 ▼-3.9%1,8340.1%COMSILGlobal X Silver Miners ETF$225,200$225,200 ▲New Holding2,5000.1%ETFEEMiShares MSCI Emerging Markets ETF$215,0640.0%3,7870.1%FinanceIVWiShares S&P 500 Growth ETF$212,6470.0%1,8800.1%ETFSBUXStarbucks$209,910$209,910 ▲New Holding2,3430.1%Retail/WholesaleTSLATesla$208,924$208,924 ▲New Holding5620.1%Auto/Tires/TrucksGRAYSCALE BITCOIN TRUST ETF$0$510,103 ▼-100.0%00.0%SHS REP COM UTABBVAbbVie$0$206,555 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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