account_balance
Investment manager · 13F filer · SEC CIK 2077080
Midwest Trust Co
Reported value$8.99Bas of Sep 30, 2026
Positions633 52 new, 25 sold out
Top 10 weight29.5%AAPL alone is 5%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.4%
MSFTMicrosoft Corp
4.6%
NVDANVIDIA Corp
4.4%
VOVanguard Index FDS
3.1%Trimmed −3%
GOOGLAlphabet Inc.
2.5%
AMZNAmazon.com Inc
2.5%Trimmed −2%
AVGOBroadcom Inc.
1.9%Trimmed −7%
JPMJPMorgan Chase & Co
1.9%
METAMeta Platforms, Inc.
1.7%Added +21%
GVIiShares Tr
1.6%+4%
GOOGAlphabet Inc.
1.6%Added +8%
VEAVanguard Tax-Managed FDS
1.4%+4%
AAPLApple Inc.
5.4%
MSFTMicrosoft Corp
4.6%
NVDANVIDIA Corp
4.4%
VOVanguard Index FDS
3.1%
GOOGLAlphabet Inc.
2.5%
AMZNAmazon.com Inc
2.5%
AVGOBroadcom Inc.
1.9%
JPMJPMorgan Chase & Co
1.9%
META1.7%GVI1.6%
GOOG1.6%VEA1.4%
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
AAPL Apple Inc. 5.4% HeldMSFT Microsoft Corp 4.6% HeldNVDA NVIDIA Corp 4.4% Held
VO Vanguard Index FDS 3.1% Trimmed −3%
GOOGL Alphabet Inc. 2.5% HeldAMZN Amazon.com Inc 2.5% Trimmed −2%AVGO Broadcom Inc. 1.9% Trimmed −7%JPM JPMorgan Chase & Co 1.9% HeldMETA Meta Platforms, Inc. 1.7% Added +21%GVI iShares Tr 1.6% Added +4%
GOOG Alphabet Inc. 1.6% Added +8%VEA Vanguard Tax-Managed FDS 1.4% Added +4%
What changed
Biggest moves since Jun 30, 2026
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