Filed: 4/23/2026ACC: 0001172661-26-001527
📋 What this filing means
MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $188.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$188.57M
Total AUM (reported)
4.01M
Total Shares
Allocation by class
COM$26.86M14.2%
INTL BD OPP ETF$21.80M11.6%
VALUE ETF$20.34M10.8%
FTSE EMR MKT ETF$13.58M7.2%
FRANKLIN MINNESO$12.69M6.7%
S&P 500 ETF SHS$12.11M6.4%
FRANKLIN DYN MUN$11.61M6.2%
Portfolio Concentration
Top 3$55.72M29.5%
4–10$60.99M32.3%
11–25$43.92M23.3%
Rest$27.95M14.8%
Top 3 weight
29.5%
Top 10 weight
61.9%
Voting Authority Distribution
Total shares with voting rights: 4.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings76
Rows:
J P MORGAN EXCHANGE TRADED F
SOLEShares455.95K
TypeSH
Market value$21.80M
11.56%
Sole
0.00
Shared
0.00
None
455.95K
VANGUARD INDEX FDS
SOLEShares103.66K
TypeSH
Market value$20.34M
10.79%
Sole
0.00
Shared
0.00
None
103.66K
VANGUARD INTL EQUITY INDEX F
SOLEShares251.17K
TypeSH
Market value$13.58M
7.20%
Sole
0.00
Shared
0.00
None
251.17K
PUTNAM ETF TRUST
SOLEShares1.45M
TypeSH
Market value$12.69M
6.73%
Sole
0.00
Shared
0.00
None
1.45M
VANGUARD INDEX FDS
SOLEShares20.26K
TypeSH
Market value$12.11M
6.42%
Sole
0.00
Shared
0.00
None
20.26K
FRANKLIN TEMPLETON ETF TR
SOLEShares468.52K
TypeSH
Market value$11.61M
6.16%
Sole
0.00
Shared
0.00
None
468.52K
ARK ETF TR
SOLEShares186.26K
TypeSH
Market value$7.08M
3.75%
Sole
0.00
Shared
0.00
None
186.26K
ISHARES TR
SOLEShares42.54K
TypeSH
Market value$6.02M
3.19%
Sole
0.00
Shared
0.00
None
42.54K
APPLE INC
SOLEShares23.45K
TypeSH
Market value$5.95M
3.16%
Sole
0.00
Shared
0.00
None
23.45K
ARK ETF TR
SOLEShares209.42K
TypeSH
Market value$5.53M
2.93%
Sole
0.00
Shared
0.00
None
209.42K
VANGUARD TAX-MANAGED FDS
SOLEShares81.83K
TypeSH
Market value$5.24M
2.78%
Sole
0.00
Shared
0.00
None
81.83K
MICROSOFT CORP
SOLEShares12.48K
TypeSH
Market value$4.62M
2.45%
Sole
0.00
Shared
0.00
None
12.48K
VANGUARD INDEX FDS
SOLEShares15.76K
TypeSH
Market value$4.13M
2.19%
Sole
0.00
Shared
0.00
None
15.76K
ISHARES TR
SOLEShares42.13K
TypeSH
Market value$4.03M
2.14%
Sole
0.00
Shared
0.00
None
42.13K
ISHARES TR
SOLEShares33.53K
TypeSH
Market value$3.37M
1.79%
Sole
0.00
Shared
0.00
None
33.53K
NVIDIA CORPORATION
SOLEShares17.61K
TypeSH
Market value$3.07M
1.63%
Sole
0.00
Shared
0.00
None
17.61K
VANGUARD INTL EQUITY INDEX F
SOLEShares18.89K
TypeSH
Market value$2.75M
1.46%
Sole
0.00
Shared
0.00
None
18.89K
VANGUARD INDEX FDS
SOLEShares6.02K
TypeSH
Market value$2.63M
1.39%
Sole
0.00
Shared
0.00
None
6.02K
ISHARES TR
SOLEShares11.39K
TypeSH
Market value$2.54M
1.35%
Sole
0.00
Shared
0.00
None
11.39K
ISHARES TR
SOLEShares43.88K
TypeSH
Market value$2.06M
1.09%
Sole
0.00
Shared
0.00
None
43.88K
ISHARES TR
SOLEShares41.60K
TypeSH
Market value$1.98M
1.05%
Sole
0.00
Shared
0.00
None
41.60K
BIO-TECHNE CORP
SOLEShares37.61K
TypeSH
Market value$1.97M
1.04%
Sole
0.00
Shared
0.00
None
37.61K
ISHARES INC
SOLEShares41.43K
TypeSH
Market value$1.88M
1.00%
Sole
0.00
Shared
0.00
None
41.43K
ISHARES TR
SOLEShares55.02K
TypeSH
Market value$1.88M
1.00%
Sole
0.00
Shared
0.00
None
55.02K
GLOBAL X FDS
SOLEShares54.95K
TypeSH
Market value$1.77M
0.94%
Sole
0.00
Shared
0.00
None
54.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 455.95K | SH | $21.80M 11.56% | 0.00 | 0.00 | 455.95K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 103.66K | SH | $20.34M 10.79% | 0.00 | 0.00 | 103.66K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 251.17K | SH | $13.58M 7.20% | 0.00 | 0.00 | 251.17K |
PUTNAM ETF TRUSTSOLE | FRANKLIN MINNESO | 1.45M | SH | $12.69M 6.73% | 0.00 | 0.00 | 1.45M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 20.26K | SH | $12.11M 6.42% | 0.00 | 0.00 | 20.26K |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN DYN MUN | 468.52K | SH | $11.61M 6.16% | 0.00 | 0.00 | 468.52K |
ARK ETF TRSOLE | BLOCKCHAIN & FIN | 186.26K | SH | $7.08M 3.75% | 0.00 | 0.00 | 186.26K |
ISHARES TRSOLE | ESG AWR MSCI USA | 42.54K | SH | $6.02M 3.19% | 0.00 | 0.00 | 42.54K |
APPLE INCSOLE | COM | 23.45K | SH | $5.95M 3.16% | 0.00 | 0.00 | 23.45K |
ARK ETF TRSOLE | GENOMIC REV ETF | 209.42K | SH | $5.53M 2.93% | 0.00 | 0.00 | 209.42K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 81.83K | SH | $5.24M 2.78% | 0.00 | 0.00 | 81.83K |
MICROSOFT CORPSOLE | COM | 12.48K | SH | $4.62M 2.45% | 0.00 | 0.00 | 12.48K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 15.76K | SH | $4.13M 2.19% | 0.00 | 0.00 | 15.76K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 42.13K | SH | $4.03M 2.14% | 0.00 | 0.00 | 42.13K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 33.53K | SH | $3.37M 1.79% | 0.00 | 0.00 | 33.53K |
NVIDIA CORPORATIONSOLE | COM | 17.61K | SH | $3.07M 1.63% | 0.00 | 0.00 | 17.61K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 18.89K | SH | $2.75M 1.46% | 0.00 | 0.00 | 18.89K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 6.02K | SH | $2.63M 1.39% | 0.00 | 0.00 | 6.02K |
ISHARES TRSOLE | LOW CARBON OPTIM | 11.39K | SH | $2.54M 1.35% | 0.00 | 0.00 | 11.39K |
ISHARES TRSOLE | ESG AWARE MSCI | 43.88K | SH | $2.06M 1.09% | 0.00 | 0.00 | 43.88K |
ISHARES TRSOLE | ESG AWR US AGRGT | 41.60K | SH | $1.98M 1.05% | 0.00 | 0.00 | 41.60K |
BIO-TECHNE CORPSOLE | COM | 37.61K | SH | $1.97M 1.04% | 0.00 | 0.00 | 37.61K |
ISHARES INCSOLE | ESG AWR MSCI EM | 41.43K | SH | $1.88M 1.00% | 0.00 | 0.00 | 41.43K |
ISHARES TRSOLE | ENERGY STRG & MA | 55.02K | SH | $1.88M 1.00% | 0.00 | 0.00 | 55.02K |
GLOBAL X FDSSOLE | U S ELECTRIFICAT | 54.95K | SH | $1.77M 0.94% | 0.00 | 0.00 | 54.95K |
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