account_balance
Investment manager · 13F filer · SEC CIK 1968851
Midwest Financial Partners Investments, Inc.
Reported value$260Mas of Sep 30, 2026
Positions80 5 new, 5 sold out
Top 10 weight63.0%VTV alone is 10%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
9.9%Added +7%
JPIBJ P Morgan Exchange Traded F
9.3%Added +7%
TFLOiShares Tr
8.2%Added +14%
VOOVanguard Index FDS
6.7%Added +10%
VWOVanguard Intl Equity Index F
6.6%Added +7%
FTMNPutnam ETF Trust
6.0%Added +8%
FLMIFranklin Templeton ETF Tr
5.1%Added +6%
ARKGArk ETF Tr
4.3%Trimmed −3%
VEAVanguard Tax-Managed FDS
3.6%Added +29%
ARKFArk ETF Tr
3.3%
AAPLApple Inc.
2.9%Trimmed −5%
ESGUiShares Tr
2.6%−5%
VTVVanguard Index FDS
9.9%Added +7%
JPIBJ P Morgan Exchange Traded F
9.3%Added +7%
TFLOiShares Tr
8.2%Added +14%
VOOVanguard Index FDS
6.7%Added +10%
VWOVanguard Intl Equity Index F
6.6%Added +7%
FTMNPutnam ETF Trust
6.0%
FLMIFranklin Templeton ETF Tr
5.1%
ARKGArk ETF Tr
4.3%
VEAVanguard Tax-Managed FDS
3.6%
ARKF3.3%
AAPLESGU
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Index FDS 9.9% Added +7%
JPIB J P Morgan Exchange Traded F 9.3% Added +7%
TFLO iShares Tr 8.2% Added +14%
VOO Vanguard Index FDS 6.7% Added +10%
VWO Vanguard Intl Equity Index F 6.6% Added +7%
FTMN Putnam ETF Trust 6.0% Added +8%
FLMI Franklin Templeton ETF Tr 5.1% Added +6%
ARKG Ark ETF Tr 4.3% Trimmed −3%
VEA Vanguard Tax-Managed FDS 3.6% Added +29%
ARKF Ark ETF Tr 3.3% Held
AAPL Apple Inc. 2.9% Trimmed −5%ESGU iShares Tr 2.6% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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