Midwest Financial Partners Investments, Inc. Top Holdings and 13F Report (2026) About Midwest Financial Partners Investments, Inc.Investment ActivityMidwest Financial Partners Investments, Inc. has $240.79 million in total holdings as of June 30, 2026.Midwest Financial Partners Investments, Inc. owns shares of 80 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 17.32% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Midwest Financial Partners Investments, Inc. has purchased 76 new stocks and bought additional shares in 29 stocks.Midwest Financial Partners Investments, Inc. sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Value ETF $24,317,937JPMorgan International Bond Opportunities ETF $23,335,838iShares Treasury Floating Rate Bond ETF $18,757,403Vanguard FTSE Emerging Markets ETF $16,105,636PUTNAM ETF TRUST $15,827,600 Largest New Holdings this Quarter 46434V860 - iShares Treasury Floating Rate Bond ETF $18,757,403 Holding438516205 - HONEYWELL INTL INC $661,625 Holding43849R105 - HONEYWELL AEROSPACE INC $653,292 Holding92203J407 - Vanguard Total International Bond ETF $312,180 Holding007903107 - Advanced Micro Devices $286,389 Holding Largest Purchases this Quarter iShares Treasury Floating Rate Bond ETF 370,480 shares (about $18.76M)Vanguard Growth ETF 43,526 shares (about $3.75M)PUTNAM ETF TRUST 321,775 shares (about $2.87M)Vanguard Mid-Cap ETF 28,514 shares (about $2.30M)Vanguard Value ETF 7,927 shares (about $1.73M) Largest Sales this Quarter Bio-Techne 8,262 shares (about $583.71K)iShares 0-3 Month Treasury Bond ETF 5,701 shares (about $573.92K)Alphabet 664 shares (about $234.61K)Microsoft 534 shares (about $199.19K)iShares ESG Aware USD Corporate Bond ETF 6,363 shares (about $147.31K) 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 PortfolioSectorVTVVanguard Value ETF$24,317,937$1,727,531 â–²7.6%111,58610.1%ETFJPIBJPMorgan International Bond Opportunities ETF$23,335,838$1,290,800 â–²5.9%482,6449.7%ETFTFLOiShares Treasury Floating Rate Bond ETF$18,757,403$18,757,403 â–²New Holding370,4807.8%ETFVWOVanguard FTSE Emerging Markets ETF$16,105,636$1,113,339 â–²7.4%269,8216.7%ETFPUTNAM ETF TRUST$15,827,600$2,869,075 â–²22.1%1,775,1116.6%FRANK MINN ETFVOOVanguard S&P 500 ETF$15,477,264$1,563,180 â–²11.2%22,5356.4%ETFFLMIFranklin Dynamic Municipal Bond ETF$13,465,170$1,672,396 â–²14.2%534,9695.6%ETFARKGARK Genomic Revolution ETF$8,890,907$82,858 â–²0.9%211,3863.7%ETFARK ETF TR$7,478,941$128,955 â–²1.8%189,5323.1%BLOC FIN INN ETFVEAVanguard FTSE Developed Markets ETF$7,419,405$1,589,089 â–²27.3%104,1323.1%ETFESGUiShares ESG Aware MSCI USA ETF$6,939,608$23,568 â–¼-0.3%42,4002.9%ManufacturingAAPLApple$6,777,969$8,681 â–¼-0.1%23,4242.8%Computer and TechnologyVBVanguard Small-Cap ETF$4,691,086$85,480 â–¼-1.8%15,4761.9%ETFMSFTMicrosoft$4,454,640$199,194 â–¼-4.3%11,9421.9%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$4,447,047$115,456 â–²2.7%43,2551.8%ManufacturingVUGVanguard Growth ETF$4,267,548$3,749,330 â–²723.5%49,5421.8%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,506,086$592,165 â–²20.3%22,7241.5%ETFNVDANVIDIA$3,414,536$108,249 â–¼-3.1%17,0651.4%Computer and TechnologyCRBNiShares MSCI ACWI Low Carbon Target ETF$3,017,680$135,339 â–²4.7%11,9291.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,801,143$573,920 â–¼-17.0%27,8251.2%ETFVOVanguard Mid-Cap ETF$2,791,429$2,297,374 â–²465.0%34,6461.2%ETFISHARES TR$2,551,445$71,919 â–²2.9%56,6211.1%ENERGY STRG & MAESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,369,922$84,342 â–¼-3.4%42,3731.0%ETFESGEiShares ESG Aware MSCI EM ETF$2,242,181$23,735 â–¼-1.0%40,9980.9%ManufacturingTECHBio-Techne$2,073,649$583,711 â–¼-22.0%29,3510.9%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,004,400$32,334 â–²1.6%42,2780.8%ETFGLOBAL X FDS$1,998,901$97,220 â–²5.1%57,7550.8%U S ELECT ETFEXCHANGE TRADED CONCEPTS TRU$1,890,827$104,285 â–²5.8%27,7410.8%RANG NUCL RE ETFSUSCiShares ESG Aware USD Corporate Bond ETF$1,421,705$147,312 â–¼-9.4%61,4090.6%ManufacturingHEIHeico$1,239,5420.0%3,4800.5%AerospaceGOOGAlphabet$1,233,829$234,611 â–¼-16.0%3,4920.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,122,396$20,163 â–²1.8%1,5030.5%FinanceBGRNiShares USD Green Bond ETF$898,228$3,893 â–¼-0.4%18,9210.4%ManufacturingHEI.AHeico$886,6950.0%3,4380.4%AerospaceAMGNAmgen$849,5340.0%2,3460.4%MedicalGOOGLAlphabet$828,027$53,963 â–¼-6.1%2,3170.3%Computer and TechnologyMMM3M$780,2450.0%4,8190.3%Multi-Sector ConglomeratesBRK.ABerkshire Hathaway$748,8500.0%10.3%FinanceQQQInvesco QQQ$736,2420.0%1,0000.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$679,492$115,525 â–²20.5%13,4340.3%ETFHONEYWELL INTL INC$661,625$661,625 â–²New Holding2,9550.3%COMHONEYWELL AEROSPACE INC$653,292$653,292 â–²New Holding2,9550.3%COMSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$651,840$146,542 â–²29.0%26,0840.3%ManufacturingILCGiShares Morningstar Growth ETF$644,1960.0%5,5050.3%ETFILMNIllumina$641,6040.0%3,6490.3%MedicalAVGOBroadcom$628,954$6,044 â–²1.0%1,6650.3%Computer and TechnologyUNHUnitedHealth Group$603,911$41,979 â–¼-6.5%1,4530.3%MedicalDEDeere & Company$601,9800.0%9490.3%IndustrialsJPMJPMorgan Chase & Co.$595,414$3,273 â–²0.6%1,8190.2%FinanceAMZNAmazon.com$530,307$4,052 â–¼-0.8%2,2250.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$494,979$5,192 â–²1.1%3,3370.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$456,863$5,467 â–²1.2%5,5150.2%ETFAXPAmerican Express$442,0930.0%1,3070.2%FinanceCASYCasey's General Stores$441,1090.0%5550.2%Retail/WholesaleNUENucor$425,0070.0%1,9080.2%Basic MaterialsVGITVanguard Intermediate-Term Treasury ETF$418,700$3,775 â–²0.9%7,0990.2%ETFIEFAiShares Core MSCI EAFE ETF$407,375$2,801 â–²0.7%4,2180.2%ETFVVisa$399,357$1,029 â–¼-0.3%1,1640.2%Business ServicesBABoeing$397,6560.0%1,8370.2%AerospaceSBUXStarbucks$396,396$156,964 â–²65.6%3,8790.2%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$376,504$85,895 â–¼-18.6%4,8830.2%ETFBSXBoston Scientific$335,892$33,717 â–²11.2%7,8700.1%MedicalJNJJohnson & Johnson$328,3840.0%1,2930.1%MedicalSPDWSPDR Portfolio Developed World ex-US ETF$315,9460.0%6,2700.1%ETFBNDXVanguard Total International Bond ETF$312,180$312,180 â–²New Holding6,4460.1%ETFPEPPepsiCo$301,5360.0%2,2270.1%Consumer StaplesORCLOracle$295,4450.0%2,0160.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$287,2930.0%8,6300.1%SHS BEN INTAMDAdvanced Micro Devices$286,389$286,389 â–²New Holding4930.1%Computer and TechnologyABBVAbbVie$285,864$285,864 â–²New Holding1,1360.1%MedicalTSMTaiwan Semiconductor Manufacturing$280,334$280,334 â–²New Holding5870.1%Computer and TechnologyCSCOCisco Systems$266,165$266,165 â–²New Holding2,2660.1%Computer and TechnologyAMEAMETEK$266,1340.0%1,1000.1%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$259,0690.0%3,7870.1%FinanceYUMYum! Brands$253,3790.0%1,5850.1%Retail/WholesaleSCHASchwab US Small-Cap ETF$240,554$240,554 â–²New Holding6,6580.1%ETFLLYEli Lilly and Company$220,696$220,696 â–²New Holding1840.1%MedicalIVWiShares S&P 500 Growth ETF$218,811$39,746 â–¼-15.4%1,5910.1%ETFXOMExxonMobil$215,2850.0%1,5750.1%EnergyWALMART INC$207,7190.0%1,8340.1%COMHONHoneywell International$0$1,340,584 â–¼-100.0%00.0%Multi-Sector ConglomeratesSLViShares Silver Trust$0$337,293 â–¼-100.0%00.0%ETFGLDSPDR Gold Shares$0$314,112 â–¼-100.0%00.0%FinanceCOPConocoPhillips$0$232,320 â–¼-100.0%00.0%EnergySILGlobal X Silver Miners ETF$0$225,200 â–¼-100.0%00.0%ETFTSLATesla$0$208,924 â–¼-100.0%00.0%Auto/Tires/TrucksShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
