Filed: 11/6/2025ACC: 0002077080-25-000006
📋 What this filing means
MIDWEST TRUST CO filed this quarterly 13F‑HR report disclosing 581 equity positions with a total reported market value of $7.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
581
Positions
$7.68B
Total AUM (reported)
59.85M
Total Shares
Allocation by class
COM$5.87B76.4%
EETF$1.14B14.8%
IETF$320.19M4.2%
FETF$245.60M3.2%
AETF$110.94M1.4%
Portfolio Concentration
Top 3$1.08B14.1%
4–10$1.20B15.6%
11–25$1.25B16.2%
Rest$4.16B54.1%
Top 3 weight
14.1%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 59.85M
Sole
Full voting authority
59.85M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole581
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings581
Rows:
MICROSOFT CORP
SOLEShares732K
TypeSH
Market value$379.14M
4.93%
Sole
732K
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.44M
TypeSH
Market value$367.14M
4.78%
Sole
1.44M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.79M
TypeSH
Market value$334.19M
4.35%
Sole
1.79M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares961.87K
TypeSH
Market value$282.54M
3.68%
Sole
961.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares913.20K
TypeSH
Market value$200.51M
2.61%
Sole
913.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares736.77K
TypeSH
Market value$179.11M
2.33%
Sole
736.77K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares532.10K
TypeSH
Market value$175.55M
2.28%
Sole
532.10K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares441.01K
TypeSH
Market value$139.11M
1.81%
Sole
441.01K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.05M
TypeSH
Market value$112.56M
1.46%
Sole
1.05M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares480.10K
TypeSH
Market value$111.16M
1.45%
Sole
480.10K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares130.69K
TypeSH
Market value$95.98M
1.25%
Sole
130.69K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares186.72K
TypeSH
Market value$93.87M
1.22%
Sole
186.72K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares1.30M
TypeSH
Market value$89.24M
1.16%
Sole
1.30M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares1.48M
TypeSH
Market value$88.74M
1.15%
Sole
1.48M
Shared
0.00
None
0.00
WALMART INC
SOLEShares846.46K
TypeSH
Market value$87.24M
1.14%
Sole
846.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares357.80K
TypeSH
Market value$87.14M
1.13%
Sole
357.80K
Shared
0.00
None
0.00
TESLA INC
SOLEShares191.39K
TypeSH
Market value$85.11M
1.11%
Sole
191.39K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares124.54K
TypeSH
Market value$82.97M
1.08%
Sole
124.54K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares169.71K
TypeSH
Market value$80.98M
1.05%
Sole
169.71K
Shared
0.00
None
0.00
VISA INC
SOLEShares233.94K
TypeSH
Market value$79.86M
1.04%
Sole
233.94K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares471.75K
TypeSH
Market value$78.94M
1.03%
Sole
471.75K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares202.59K
TypeSH
Market value$75.82M
0.99%
Sole
202.59K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares667.90K
TypeSH
Market value$75.31M
0.98%
Sole
667.90K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares1.09M
TypeSH
Market value$74.43M
0.97%
Sole
1.09M
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares75.19K
TypeSH
Market value$69.60M
0.91%
Sole
75.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 732K | SH | $379.14M 4.93% | 732K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.44M | SH | $367.14M 4.78% | 1.44M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.79M | SH | $334.19M 4.35% | 1.79M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EETF | 961.87K | SH | $282.54M 3.68% | 961.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 913.20K | SH | $200.51M 2.61% | 913.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 736.77K | SH | $179.11M 2.33% | 736.77K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 532.10K | SH | $175.55M 2.28% | 532.10K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 441.01K | SH | $139.11M 1.81% | 441.01K | 0.00 | 0.00 |
ISHARES TRSOLE | FETF | 1.05M | SH | $112.56M 1.46% | 1.05M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 480.10K | SH | $111.16M 1.45% | 480.10K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COM | 130.69K | SH | $95.98M 1.25% | 130.69K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | COM | 186.72K | SH | $93.87M 1.22% | 186.72K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | EETF | 1.30M | SH | $89.24M 1.16% | 1.30M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | IETF | 1.48M | SH | $88.74M 1.15% | 1.48M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 846.46K | SH | $87.24M 1.14% | 846.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 357.80K | SH | $87.14M 1.13% | 357.80K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 191.39K | SH | $85.11M 1.11% | 191.39K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | EETF | 124.54K | SH | $82.97M 1.08% | 124.54K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 169.71K | SH | $80.98M 1.05% | 169.71K | 0.00 | 0.00 |
VISA INCSOLE | COM | 233.94K | SH | $79.86M 1.04% | 233.94K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 471.75K | SH | $78.94M 1.03% | 471.75K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 202.59K | SH | $75.82M 0.99% | 202.59K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 667.90K | SH | $75.31M 0.98% | 667.90K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 1.09M | SH | $74.43M 0.97% | 1.09M | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 75.19K | SH | $69.60M 0.91% | 75.19K | 0.00 | 0.00 |
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