Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Midwest Financial Partners Investments, Inc. (CIK 1968851) reported $240.8M across 80 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($24.3M, 10.10%), JPIB ($23.3M, 9.69%), TFLO ($18.8M, 7.79%), VWO ($16.1M, 6.69%), FTMN ($15.8M, 6.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $24.3M | 10.10% | 111,586 | Added |
| 2 | JPIB | J P MORGAN EXCHANGE TRADED F | $23.3M | 9.69% | 482,644 | Added |
| 3 | TFLO | ISHARES TR | $18.8M | 7.79% | 370,480 | New |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $16.1M | 6.69% | 269,821 | Added |
| 5 | FTMN | PUTNAM ETF TRUST | $15.8M | 6.57% | 1.8M | Added |
| 6 | VOO | VANGUARD INDEX FDS | $15.5M | 6.43% | 22,535 | Added |
| 7 | FLMI | FRANKLIN TEMPLETON ETF TR | $13.5M | 5.59% | 534,969 | Added |
| 8 | ARKG | ARK ETF TR | $8.9M | 3.69% | 211,386 | Added |
| 9 | ARKF | ARK ETF TR | $7.5M | 3.11% | 189,532 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $7.4M | 3.08% | 104,132 | Added |
| 11 | ESGU | ISHARES TR | $6.9M | 2.88% | 42,400 | Trimmed |
| 12 | AAPL | APPLE INC | $6.8M | 2.81% | 23,424 | Trimmed |
| 13 | VB | VANGUARD INDEX FDS | $4.7M | 1.95% | 15,476 | Trimmed |
| 14 | ESGD | ISHARES TR | $4.4M | 1.85% | 43,255 | Added |
| 15 | MSFT | MICROSOFT CORP | $4.5M | 1.85% | 11,942 | Trimmed |
| 16 | VUG | VANGUARD INDEX FDS | $4.3M | 1.77% | 49,542 | Added |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | $3.5M | 1.46% | 22,724 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $3.4M | 1.42% | 17,065 | Trimmed |
| 19 | CRBN | ISHARES TR | $3.0M | 1.25% | 11,929 | Added |
| 20 | VO | VANGUARD INDEX FDS | $2.8M | 1.16% | 34,646 | Added |
| 21 | SGOV | ISHARES TR | $2.8M | 1.16% | 27,825 | Trimmed |
| 22 | IBAT | ISHARES TR | $2.6M | 1.06% | 56,621 | Added |
| 23 | ESML | ISHARES TR | $2.4M | 0.98% | 42,373 | Trimmed |
| 24 | ESGE | ISHARES INC | $2.2M | 0.93% | 40,998 | Trimmed |
| 25 | TECH | BIO-TECHNE CORP | $2.1M | 0.86% | 29,351 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30